AI connector use case · Pipeline
Move leads to the next stage and set deal values
After a chat or a call, tell the AI where a lead stands. It moves the chat to the right stage and sets the deal value, so your board is always true.
- Changes on
The prompt
Copy this into Claude, ChatGPT or Gemini
Move Sara to "Proposal" on my Sales board and set her deal value to 85,000. Move Kamal to "Won".
- Changes on: Switch on “Let Claude change my InboxCRM (create, edit, delete)” on the same tab.
Step by step
How to do it
What you get: A pipeline that matches reality, without dragging cards around.
- 1Switch on changes in InboxCRM.
- 2Paste the prompt with each lead, stage and value.
- 3The AI updates the board.
- 4Check the board in InboxCRM.
Tips
- Do several leads in one prompt at the end of the day.
- Add a note with why a deal was lost.
Watch out
Use the phone number if two leads share a name.
Connector tools used:pipelinecontacts
Not connected yet?
Add one address to your AI app, sign in with your InboxCRM account and choose what it may read and change.
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