• CONTACT
  • DEAL
  • HUMAN
  • SYNC

How to create new sales leads with your AI

Connect Salesmate once. After that, you just tell your agent what you learned in a meeting, and it handles the CRM work.

Ask AI about this page

Short answer

How can I turn a conversation into a lead?

Just describe the person and the opportunity to your agent. It uses the connected tools to build the contact and the deal record immediately. You get a populated CRM without manual typing.

Where your data lands.

The outcomes of your descriptions.

The agent maps your notes directly to these specific CRM records.

CONTACT

New contact records

The agent extracts names and emails to build a profile. You'll find a fresh contact in your CRM.

DEAL

New deal records

The agent creates the specific opportunity you described. This populates your sales pipeline.

HUMAN

Review required

If your description is vague, the agent will ask you for missing details. You decide when the record is ready.

SYNC

CRM updates

All information lands in your Salesmate account. Your pipeline stays current without manual entry.

The workflow

What your AI does when you describe a lead.

The agent acts as your data entry clerk by translating natural language into structured CRM entries.

  1. Parse details

    Your agent listens to your description and pulls out names, companies, and contact info.

    create_contact

  2. Build the person

    The agent uses the extracted info to set up the individual in your system.

    create_contact

  3. Set up the deal

    Once the contact exists, the agent creates the specific sales opportunity.

    create_deal

  4. Confirm entry

    The agent verifies the data was sent correctly to your CRM.

    create_deal

Try it

Copy these to start.

Use these prompts to trigger the lead creation process.

Starting points

These are basic ways to start. Swap out the names and company details with your actual lead info.

Salesmate Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/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 — Salesmate capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "salesmate-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_EvrQ8LVdaFggKcq0xPqNFNTVSUv4GiZsKqJeHkNP/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact for Jane Doe at Acme Corp with the email jane@acme.com.

  • I just met with a new lead. Create a contact for Mark Smith and a deal for a $5,000 software subscription.

  • Add a contact for Sarah Jenkins (sarah@techflow.io) and set up a deal for the Enterprise tier.

  • Create a deal for a new client named Global Logistics for a project worth $12,000.

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

Start here

Connect Salesmate once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can start prompting immediately.

Connect Salesmate to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing contacts?

    No. The agent only has tools to create new records, not to delete or modify existing ones.

  • 02

    Does the AI decide the deal value?

    The AI only uses the value you provide in your description. It won't guess or invent deal amounts.

  • 03

    What happens if I forget an email address?

    The agent will ask you for the missing information before it attempts to create the contact.

  • 04

    Can I update a deal after it's created?

    No. This specific setup is for creating new records. Updates must be done manually in your CRM.

  • 05

    Will it create a deal without a contact?

    The agent follows your instructions. If you only describe a deal, it will attempt to create that record.

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

Connect Salesmate to Claude, Cursor, ChatGPT & more