• NEW
  • VIEW
  • DATA
  • HUMAN

How to create and manage leads with your AI

Connect Zendesk Sell to your AI client to turn conversations into CRM records. You can pull up lead details or list your current pipeline without leaving your chat.

Ask AI about this page

Short answer

How can I use my AI to handle Zendesk Sell leads?

You can tell your AI to create new lead records from conversation notes or pull up specific contact information. It also lets you list your existing sales leads to keep your pipeline organized. You'll get a direct connection between your chat and your CRM data.

The outcomes.

Where your data lands.

Your AI moves information between your chat and Zendesk Sell based on your commands.

NEW

New lead creation

The AI takes details from your chat and builds a record in Zendesk Sell. This keeps your CRM updated without manual entry.

VIEW

Pipeline visibility

You can see who you're talking to by asking for a list of your sales leads. This gives you a quick overview of your current opportunities.

DATA

Lead intelligence

Ask for specific contact info to pull up full profiles. The AI fetches the exact details you need from the CRM.

HUMAN

Manual oversight

You still handle the actual sales calls and relationship building. The AI just handles the data entry and lookups.

The workflow

What your AI does when you ask for lead help.

The AI acts as a bridge between your conversation and your sales database.

  1. Capture details

    When you identify a potential customer in chat, the AI builds the record for you.

    create_new_lead

  2. Audit the pipeline

    You can ask for a summary of everyone currently in your sales funnel.

    list_sales_leads

  3. Retrieve info

    If you need to know more about a specific person, the AI pulls their full profile.

    get_lead_details

  4. Confirm actions

    The AI reports back once the record is created or the data is found.

    create_new_leadget_lead_details

Try it

Copy these to start.

Use these prompts to trigger actions in Zendesk Sell.

Starting points

These are basic commands. Swap out the names and details with your actual customer info.

Zendesk Sell Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_jg59kLw6TAKr8pU9rVPT18poHlqbLOeojnd5EkbU/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 — Zendesk Sell capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "zendesk-sell-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_jg59kLw6TAKr8pU9rVPT18poHlqbLOeojnd5EkbU/mcp"
    }
  }
}
Copy into chat04

  • Create a new lead in Zendesk Sell for John Doe at Acme Corp.

  • Show me all my current sales leads.

  • Get the details for the lead named Sarah Jenkins.

  • Add a new lead for a contact named Mike from Globex.

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

Start here

Connect Zendesk Sell once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start managing leads immediately.

Connect Zendesk Sell to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete leads from my CRM?

    No. The AI only has tools to create, list, and get details. It cannot delete or modify existing records.

  • 02

    Does the AI update lead statuses automatically?

    No. There is no tool available to change or update lead information once it is created.

  • 03

    Can I use this with any AI client?

    Yes, as long as you are using an MCP-compatible client like Claude, Cursor, or Windsurf.

  • 04

    How does the AI know which lead I'm talking about?

    You should provide the name or specific identifier in your prompt so the AI can find the right record.

  • 05

    Will my Zendesk login be shared with the AI model?

    No. Vinkius manages the connection securely so your login stays encrypted and separate from the model.

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

Connect Zendesk Sell to Claude, Cursor, ChatGPT & more