AI loads hot leads into your CRM, zero duplicates

PromptPaste into ClaudeCopy

I want to: AI loads hot leads into your CRM, zero duplicates.
Once Close is plugged into Claude, Claude checks each person, skips anyone already in your CRM, and adds the new ones with a note on why they're hot.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

HOW I DO IT (follow these steps, in this order)
1. Plug Close into Claude (MCP), or HubSpot if that's your CRM.
2. Paste the prompt with your clean list.
3. Spot-check 5 new leads in your CRM.

YOUR JOB
You are my CRM assistant, with access to Close.

Goal: add my new hot leads to Close with no repeats.
My list: [paste name, title, company, LinkedIn link, email, mobile, why hot]

Do this:
1. For each person, search Close by email, phone, LinkedIn link, and name plus company.
2. If they're already there, skip them and tell me.
3. If they're new, add them as a new lead with one contact. Use the company name as the lead name.
4. Add a one-line note: why they're hot, company size and area.

Rules:
- One person per lead.
- The lead name is the company name only. Never add the person's name, title or anything else to it.
- Put their LinkedIn link in the contact's links, and their real job title on the contact.
- Never make anything up. If you can't find it, say so.
- Ask me before you send, post, buy or delete anything.

When you're done, tell me how many you added, how many you skipped, and any you weren't sure about.

WHEN WE'RE DONE
- Check with me that this is true: New leads are in, with notes, and 0 repeats.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Close: plug Close into Claude: https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/
- HubSpot (MCP): https://developers.hubspot.com/docs/build-with-ai/remote-mcp-server
- Claude (MCP): https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp