• DATA
  • EMAIL
  • FLOW
  • HUMAN

How to automate lead onboarding with your AI

Connect Quentn once. After that, your agent handles the entry and the first touch for every new lead.

Ask AI about this page

Short answer

How can I automate lead onboarding with my AI?

Your agent uses Quentn to build contact records and send welcome emails the moment a lead is identified. You get a clean database and immediate engagement for every prospect. Here is how it works.

The results.

Where your leads land.

The AI moves data and messages to where they need to be.

DATA

New contact records

The agent uses create_contact to add lead details to your system. You won't have to manually type in names or emails again.

EMAIL

Immediate welcome messages

The agent uses send_email to kick off your sequence. Your leads get a response while they're still interested.

FLOW

Hands-off entry

The AI handles the initial data entry and the first outreach. This keeps your pipeline moving without you touching a keyboard.

HUMAN

Personal follow-ups

The AI stops after the initial sequence. You step in to handle the actual sales conversations and custom questions.

The workflow

What your AI does when a lead arrives.

The agent takes the raw lead info and turns it into an active contact.

  1. Create the record

    The agent takes the lead's name and email and adds them to your list.

    create_contact

  2. Send the welcome email

    The agent triggers the first email in your sequence to the new contact.

    send_email

  3. Confirm the contact

    The agent uses create_contact again if you need to verify or add additional details to the record.

    create_contact

  4. Notify the user

    The agent uses send_email to let you know the onboarding is complete.

    send_email

Try it

Copy these to start.

Paste these into your chat to begin.

Starting points

These are opening lines. Replace the names and emails with your actual lead data.

Quentn Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_qmc7E8nRk7sMWpyJkUjOEDiOYVPYN0QdJQ9VrXbB/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 — Quentn capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "quentn-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_qmc7E8nRk7sMWpyJkUjOEDiOYVPYN0QdJQ9VrXbB/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact in Quentn for Sarah Jenkins with the email sarah.j@example.com.

  • Send the welcome email sequence to the contact I just added to Quentn.

  • Add this lead from my CSV to Quentn and trigger their welcome email.

  • Create a contact in Quentn for the lead from the website contact form.

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

Start here

Connect Quentn once, then ask.

Link your account once. Your login stays encrypted on our side, and you can start using the tools immediately.

Connect Quentn to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete contacts in Quentn?

    No. The agent can only create contacts and send emails.

  • 02

    Can the AI change the content of my email templates?

    No. The agent triggers the email, but you manage the actual templates within Quentn.

  • 03

    Does the AI need me to approve every email?

    No. Once you tell the agent to send the email, it happens automatically.

  • 04

    Can the AI update an existing contact's phone number?

    No. The tools are limited to creating new contacts and sending emails.

  • 05

    Will the AI send multiple emails at once?

    The agent only sends what you instruct it to send via the email tool.

  • More questions about Quentn? The Connector page answers them. See everything the Quentn Connector can do

Connect Quentn to Claude, Cursor, ChatGPT & more