‹ Help · Your account

Connect your CRM, Slack or Claude

Send finished pitches into your CRM, post them to a Slack channel, or let your own Claude do the work for you.

How to do it

  1. Open Settings, then Connectors. Each app has a tile that says whether it is connected.
  2. For a CRM, press its tile. HubSpot, Close and Salesforce ask you to approve Prospektor on their own screen. The others ask you to paste a key from your CRM and press Connect. Salesforce needs your Salesforce admin to install the Prospektor app first. Ask us for the install link, send it to them, then connect.
  3. For Slack, press Connect Slack and pick the channel, or paste the webhook address Slack gives you and press Connect. Every finished pitch then posts a short note there.
  4. For Claude or ChatGPT, press its tile, then Copy the address. Add that address as a custom connector in Claude or ChatGPT.
  5. For new Canadian companies, press its tile, then Turn on. A few new Canadian companies that fit land on Leads for you each week.
  6. With a CRM connected, a finished pitch has a Push to button named after your CRM, beside Share.

Good to know

  • Only the workspace owner sees these settings.
  • One CRM at a time. Pushing the same pitch again adds no second company or person.
  • Disconnect stops an app at once. What it already sent stays in that app.
  • Missing an app? Press Request an integration and name it.

Next

Share a pitch or send it to your CRM Invite your team Billing, pausing and cancelling