• NEW DATA
  • ORGANIZED
  • VERIFIED
  • SYNCED

How to add new contact records with your AI

Connect Zixflow to your AI client once. After that, you can just talk to your agent to build out your CRM data.

Ask AI about this page

Short answer

How can I add new contacts using my AI?

You give your AI the details for a person or company, and it uses the Zixflow connector to write that data into your collections. This keeps your CRM updated without manual entry. You'll see how the data moves from your chat to your records below.

The results.

Where your data lands.

Your AI handles the heavy lifting of data entry and organization.

NEW DATA

Fresh contact records

The AI creates new entries for people or companies based on your instructions. These land immediately in your Zixflow collections.

ORGANIZED

Populated fields

Your agent maps names, emails, and company info to the right spots. You get clean, structured data in your CRM.

VERIFIED

Human review needed

The AI flags details it isn't sure about. You decide if those specific records are ready to go live.

SYNCED

Updated collections

Your existing lists stay current. The AI ensures new info fits the structure of your current Zixflow setup.

The workflow

What your AI does when you provide contact info.

The AI acts as the bridge between your conversation and your Zixflow database.

  1. Find the right place

    The AI looks through your existing Zixflow setup to identify which collections are available for new data.

    list_collections

  2. Map the details

    Your agent takes the raw text from your chat and organizes it into the specific fields required by Zixflow.

    create_collection_record

  3. Write the record

    The AI sends the structured information to Zixflow to create the new person or company entry.

    create_collection_record

  4. Confirm completion

    Once the record is saved, your AI lets you know the contact is now part of your collection.

    create_collection_record

Try it

Copy these to start.

Use these prompts to trigger the Zixflow actions.

Starting points

These are basic starting points. Swap out the names and company details with your actual data.

Zixflow Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_SjpKaA2gR0EWnBb54TWRozev8W4DIsohiGYCqhfr/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 — Zixflow capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "zixflow-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_SjpKaA2gR0EWnBb54TWRozev8W4DIsohiGYCqhfr/mcp"
    }
  }
}
Copy into chat04

  • Add a new contact to my Zixflow contacts collection for Jane Doe at Acme Corp.

  • Create a new company record in Zixflow for Globex Corporation with the website globex.com.

  • I found a new lead, John Smith, email john@smith.com. Add him to my Zixflow leads collection.

  • Check my Zixflow collections and then add a new person named Alice to the right one.

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

Start here

Connect Zixflow once, then ask.

Just click the link to connect your account. Your login stays encrypted and secure on our end. You can find the full list of what Zixflow can do on its main page.

Connect Zixflow to your AI

FAQ

How the task behaves

  • 01

    Can my AI delete existing contacts in Zixflow?

    No. The current tools only allow the AI to list collections and create new records.

  • 02

    Does the AI decide which collection to use?

    Yes, the AI can look through your collections to find the best match for the data you provide.

  • 03

    Can I update an existing contact's phone number?

    No. The AI can only create new records, not modify or overwrite existing ones.

  • 04

    Do I need to format the data as JSON?

    No. You can just talk to your AI in plain English, and it will handle the formatting for Zixflow.

  • 05

    Will the AI create a record if I don't provide an email?

    It depends on your Zixflow collection settings. If the email field is required by your collection, the AI will ask you for it.

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

Connect Zixflow to Claude, Cursor, ChatGPT & more