Chat with your leads pipeline.
Connect ChatGPT or Claude and just ask — "show me this week's new leads", "move Maria to consultation scheduled", "add a note to John's lead". It only sees what you're allowed to see.
Step 1 · Your connection URL
Checking…
Loading…Paste this into ChatGPT or Claude when you add a custom connector below.
ChatGPT
~2 minutes
- 1Open Settings → Connectors → Advanced and turn on Developer mode.
- 2In the chat composer's + menu, enable Developer mode.
- 3Click Add sources → Connect more.
- 4Name the connector and paste the URL above.
- 5Sign in when prompted, approve access, then try one of the prompts below.
Claude
~1 minute
- 1Open Claude → Connectors → Add custom connector.
- 2Name the connector and paste the URL above.
- 3Sign in and approve access.
- 4Enable it from the chat composer, then try a prompt.
Try these first
Paste any of these into ChatGPT or Claude after you've connected.
Troubleshooting
My assistant says "no tools available" or acts like it can't see anything.
The connector cached an empty tool list. In ChatGPT, open the app's settings and click Refresh next to Information. In Claude, open the connector and refresh its tools. Then start a fresh chat.
Sign-in loops or the popup never closes.
Allow popups for chatgpt.com / claude.ai, complete the sign-in in the popup, and wait a few seconds for it to close automatically.
I just made changes to the app. The assistant is still using old tools.
Assistants cache the tool list. Refresh the connector (same steps as above) so it re-reads what's available. If the URL itself changed, paste the new one from the card above.
It says I don't have permission to do something.
Tools run with your account's permissions. If you can't do it in the admin app, the assistant can't either — ask an admin for the right role.
Your permissions come with you.
Assistants sign in as you. They can only see and change what your account is allowed to — same guardrails as the admin app.
Want to see the tools in action first? Try them in-app →