• CRM ENTRY
  • DATA SYNC
  • HUMAN REVIEW
  • CLEAN DATA

How to register new leads with your AI agent

Connect your data sources to your AI. Once connected, you can simply tell your agent to turn any text or file into a CRM entry.

Ask AI about this page

Short answer

How do I turn external data into CRM leads?

Your agent parses the information from your source and uses the create_new_deal_lead tool to build the record in your CRM. You get a populated lead without manual typing. Here is how the process works.

Where your leads land.

New leads in your CRM.

The AI handles the data entry so you don't have to.

CRM ENTRY

New lead created

The AI uses the connector to build a new lead record. Your CRM stays updated with the latest contact info.

DATA SYNC

Information mapped

The AI pulls specific fields from your source data. It matches names, emails, and company info to your CRM fields.

HUMAN REVIEW

Needs your eyes

You decide if a lead is high quality before moving them further. The AI flags the data, but you own the decision.

CLEAN DATA

No duplicate entries

The AI processes the raw input into a clean format. This prevents messy or incomplete records in your sales pipeline.

The workflow

What your AI does when the data arrives.

The AI acts as the bridge between your raw information and your sales pipeline.

  1. Read source data

    Your agent looks at the incoming information from your form submissions or external files.

    create_new_deal_lead

  2. Parse lead details

    The AI extracts the necessary contact information and company details from the raw text.

    create_new_deal_lead

  3. Create the lead

    The AI sends the parsed information directly to your CRM to establish a new record.

    create_new_deal_lead

  4. Confirm entry

    The AI verifies that the lead was successfully added to your system.

    create_new_deal_lead

Try it

Copy these to start.

Use these prompts to trigger the lead creation process.

Starting points

Replace the bracketed text with your specific source, like a Google Sheet or a specific email.

Funil de Vendas Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_jwhbq51AvzgeRzBatI62yGzaxS0rXsaPNqj3mxcg/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 — Funil de Vendas capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "funil-de-vendas-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_jwhbq51AvzgeRzBatI62yGzaxS0rXsaPNqj3mxcg/mcp"
    }
  }
}
Copy into chat04

  • Create a new lead in my CRM using the data from this Google Sheet.

  • Look at the latest form submission in my inbox and register it as a new lead.

  • Take the contact info from this text snippet and create a new deal lead.

  • Check the recent entries in my lead capture file and add them to the CRM.

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

Start here

Connect Funil de Vendas once, then ask.

You only need to link your CRM once. After that, your AI handles the rest through your preferred chat interface.

Connect Funil de Vendas to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete leads from my CRM?

    No. The AI only has the ability to create new leads. It cannot delete or modify existing records.

  • 02

    Does the AI decide which leads are important?

    The AI creates the lead based on the data provided, but you are responsible for qualifying them.

  • 03

    Can I use this with any CRM?

    The AI can only create leads in CRMs supported by the Funil de Vendas connector.

  • 04

    Will it automatically pull data from my website?

    The AI can pull data from form submissions if you provide the submission text or the source file to your agent.

  • 05

    Does the AI need my CRM password?

    No. You connect the connector through Vinkius, which keeps your credentials encrypted and secure.

  • More questions about Funil de Vendas? See everything the Funil de Vendas Connector can do

Connect Funil de Vendas to Claude, Cursor, ChatGPT & more