• HOT LEADS
  • DATA SYNC
  • HUMAN TOUCH
  • AUDIT

How to monitor and respond to new leads with your AI

Connect Basin to your AI client once. From then on, your agent handles the heavy lifting of checking for new interest and pulling the data you need to close deals.

Ask AI about this page

Short answer

How can I use my AI to track new leads?

Your AI uses Basin to fetch the most recent form submissions and pull every detail from those entries. You get the full context of each lead immediately so you can act. This breakdown shows you how to set that up.

Lead outcomes

Where your lead data lands.

The AI moves data from your forms into your active workstreams.

HOT LEADS

Immediate lead alerts

The AI identifies the newest entries and presents them to you. You get the specific details needed to reach out right away.

DATA SYNC

Full submission details

Your agent pulls every field from a specific form entry. You won't have to jump between tabs to find a lead's email or requirements.

HUMAN TOUCH

Personalized outreach

The AI prepares the context, but you decide how to respond. You take the lead info and turn it into a real conversation.

AUDIT

Submission history

The AI can list all previous entries to help you spot trends. You get a clear view of your recent lead volume.

The workflow

What your AI does when the lead arrives.

The AI acts as a bridge between your forms and your chat interface.

  1. Check for new entries

    The AI looks for the most recent activity in your forms to see if anyone just submitted a request.

    get_latest_submission

  2. Pull specific details

    Once a new lead is found, the AI grabs the complete data for that specific submission.

    get_submission

  3. Review lead history

    The AI can scan through your entire list of recent submissions to give you a broader view of recent activity.

    list_form_submissions

  4. Prepare your response

    With all the submission data in hand, the AI helps you draft a reply based on exactly what the user asked for.

    get_submission

Try it

Copy these to start.

Use these prompts to kick off the process with your agent.

Starting points

These are just ways to start the conversation. Swap out the specific form names or contact details with your own.

Basin Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_KcFMRPheQaoIXhLhjbUvrHJpVT1srqmicIeHRWZf/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Basin capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "basin-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_KcFMRPheQaoIXhLhjbUvrHJpVT1srqmicIeHRWZf/mcp"
    }
  }
}
Copy into chat04

  • Get the latest form submission from my Contact Us form.

  • Show me all the recent submissions from the Website Inquiry form.

  • Pull the full details for the last submission so I can reply to them.

  • Check the latest entry from the Demo Request form and tell me what they need.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Basin once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start asking your AI about your leads immediately.

Connect Basin to your AI

FAQ

How this task behaves.

  • 01

    Can the AI automatically send an email to the lead?

    No. The AI can retrieve the lead's email and help you draft the message, but you must send the actual email yourself.

  • 02

    Can the AI delete a form submission if it's a spam entry?

    No. The tools only allow the AI to read and list submissions. It cannot modify or delete any data in Basin.

  • 03

    How does the AI know which form to check?

    You tell the AI which form you are interested in by name when you ask your question.

  • 04

    Can the AI see all my previous leads?

    Yes, it can list all form submissions if you ask it to do so.

  • 05

    Does the AI update my CRM automatically?

    No. This Connector is for retrieving data from Basin. It does not have tools to write data to other platforms.

  • More questions about Basin? See everything the Basin Connector can do

Connect Basin to Claude, Cursor, ChatGPT & more