• NEW LEAD
  • DATA CHECK
  • HUMAN
  • SYNC

How to log new customer leads with your AI

Connect InflatableOffice to your AI client once. After that, you can turn any conversation or note into a structured lead without touching your dashboard.

Ask AI about this page

Short answer

How do I log new customer leads with my AI?

Tell your AI client to create a lead using the details from your phone call or email. It uses the InflatableOffice connection to write that data into your system immediately. You'll have organized leads ready for follow-up.

Where your data lands.

Organized lead management.

The AI handles the data entry so your lead list stays current.

NEW LEAD

Instant lead creation

The AI takes names, numbers, and requests and pushes them into InflatableOffice. Your lead list grows automatically as you talk to your agent.

DATA CHECK

Verify lead details

If you aren't sure if a lead exists, your AI can pull specific information from the system. This keeps your records accurate.

HUMAN

Manual review needed

The AI won't decide which leads are high priority or delete any existing records. You still control the final sales strategy.

SYNC

Dashboard stays updated

Every action the AI takes reflects in your InflatableOffice account. You can see everything the AI did by simply logging in normally.

The workflow

What your AI does when a lead comes in.

The AI acts as a bridge between your chat interface and your lead management software.

  1. Extract information

    Your AI client parses your notes or chat history to find contact names, phone numbers, and service requests.

    create_new_lead

  2. Submit the lead

    The AI sends the extracted data to InflatableOffice to create a new entry in your system.

    create_new_lead

  3. Verify the record

    The AI can check the system to ensure the lead was saved with the correct information.

    get_lead_details

  4. Retrieve existing info

    If you need to confirm a customer's details, the AI pulls the data from your existing leads.

    get_lead_details

Try it

Copy these to start.

Use these prompts to trigger lead creation in InflatableOffice.

Starting points

These are just starting points. Swap out the names and phone numbers for your actual customer info.

InflatableOffice Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Cg2bPV1PIu295IdnkSoOQDR5e5Ebxng2KVdE9emr/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 — InflatableOffice capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "inflatableoffice-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Cg2bPV1PIu295IdnkSoOQDR5e5Ebxng2KVdE9emr/mcp"
    }
  }
}
Copy into chat04

  • Create a new lead in InflatableOffice for John Doe at 555-0123 who wants a quote for a bouncy castle.

  • I just finished a call with Sarah Miller (smiller@email.com). Log her as a new lead in InflatableOffice.

  • Check the details for the lead named 'Tech Corp' in InflatableOffice to see if I have their phone number.

  • Add a new lead for the inquiry from the website regarding the inflatable slide for this Saturday.

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

Start here

Connect InflatableOffice once, then ask.

You only need to link your account once. Vinkius keeps your credentials secure, and you can immediately start managing leads through your preferred AI client.

Connect InflatableOffice to your AI

FAQ

How the lead logging behaves

  • 01

    Can the AI delete leads I've already entered?

    No. The AI only has tools to create and retrieve lead details; it cannot delete or modify existing records.

  • 02

    Does the AI need me to open the InflatableOffice dashboard?

    No. Once connected, the AI performs all the entry work directly through the tools.

  • 03

    Can the AI change the status of a lead?

    No. The current tools only allow for creating new leads and getting their details.

  • 04

    Will my login info be shared with the AI model?

    No. Vinkius manages your credentials securely so your AI client only uses the specific tools provided.

  • 05

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client can use this connector once you've connected it through Vinkius.

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

Connect InflatableOffice to Claude, Cursor, ChatGPT & more