• NEW CONTACTS
  • NEW DEALS
  • PIPELINE VIEW
  • HUMAN REVIEW

How to update CRM sales pipelines with your AI

Connect SendPulse to your AI client once. After that, you can manage your sales workflow just by talking to your agent.

Ask AI about this page

Short answer

Can I update my SendPulse CRM using AI?

Yes. You can tell your AI to create new deals, add new contacts, or check your existing pipelines. This lets you handle data entry through chat. Here is how it works.

The outcomes.

Where your data lands.

Your agent maps your chat directly to these CRM actions.

NEW CONTACTS

Add new leads

The AI takes contact details from your chat and adds them to SendPulse. You don't have to fill out manual forms.

NEW DEALS

Start sales cycles

When you identify a new opportunity, your agent creates a deal in the right pipeline. It keeps your funnel current.

PIPELINE VIEW

Check deal status

Ask your agent to list your current deals. It pulls the latest data so you know where every lead stands.

HUMAN REVIEW

Final verification

You decide when a deal is ready to move or when a contact needs follow-up. The AI handles the entry, but you keep the control.

The workflow

What your AI does when you ask it to manage sales.

The AI translates your intent into specific CRM commands.

  1. Identify the target

    The AI looks through your existing setup to find the right place for the data.

    list_crm_pipelineslist_crm_contacts

  2. Register new people

    When you mention a new prospect, the AI adds their information to your database.

    create_crm_contact

  3. Open sales opportunities

    The AI creates a new deal within your chosen pipeline based on your description.

    create_crm_deal

  4. Audit your progress

    You can ask for a full list of your current deals to see what's active.

    list_crm_deals

Try it

Copy these to start.

Use these prompts to trigger the first actions.

Starting points

These are opening lines. Swap out the names of your specific pipelines or contacts to match your actual SendPulse setup.

SendPulse Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Le3S10e2sqiuaWe4G9mNbLj9Sr5l7lbcHmHJfU2a/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 — SendPulse capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sendpulse-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Le3S10e2sqiuaWe4G9mNbLj9Sr5l7lbcHmHJfU2a/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact in SendPulse for John Doe with the email john@example.com.

  • Show me all my current sales pipelines in SendPulse.

  • Create a new deal for the Acme Corp account in my main pipeline.

  • List all the deals currently in my sales pipeline so I can see what's pending.

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

Start here

Connect SendPulse once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start using these tools in your preferred AI client immediately.

Connect SendPulse to your AI

FAQ

How the SendPulse Connector behaves

  • 01

    Can the AI delete contacts from my CRM?

    No. The AI can only create or list contacts. You must handle deletions manually in SendPulse.

  • 02

    Can I update the value of an existing deal?

    No. The current tools only allow for creating new deals and listing existing ones.

  • 03

    Does the AI need me to provide the pipeline ID?

    Not necessarily. If you name the pipeline, the AI can use the list tool to find the right ID for you.

  • 04

    Can the AI move a deal from one stage to another?

    No. The AI can create deals, but it cannot modify the stage of an existing deal.

  • 05

    How does the AI know which contact to update?

    The AI uses the list tool to find the contact you are talking about before it performs any actions.

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

Connect SendPulse to Claude, Cursor, ChatGPT & more