1. Common Room: Identify high-intent accounts using buyer signals 

Your reps can’t chase every account. And without buying signals, it’s difficult to know who’s genuinely interested. Common Room brings account intelligence and available intent signals into Claude, helping your team prioritize prospects with a stronger reason to buy. 

What your reps can do: 

• Research accounts using signals such as website engagement, product activity, and company changes. 
• Find and segment contacts by role, company characteristics, and available engagement data. 
• Create or update supported records to turn research into organized prospecting activity. 

Instead of working through a static target list, your reps can focus on accounts showing genuine interest and tailor their outreach to what’s happening in each business. 

Best for: SDRs and account executives deciding where to spend their prospecting time. 

Try this prompt: “Which target accounts showed new buying signals this month? Rank the top five and explain what makes each worth contacting.” 

2. Apollo.io: Find decision-makers and build targeted prospect lists 

You can write the world’s best outreach email, but it won’t help if it reaches the wrong person. Apollo.io gives Claude access to prospecting and company data, so reps can find relevant decision-makers and prepare outreach using information from a real data source. 

What your reps can do: 

• Search for contacts by job title, seniority, location, and company characteristics. 
• Enrich supported contact records with additional information. 
• Use prospect research to draft more relevant messages and, where supported, organize contacts into sequences.  

Your reps spend less time building lists and more time starting conversations with people who fit your ideal customer profile. 

Best for: Outbound teams building prospect lists and running targeted campaigns. 

Try this prompt: “Find VPs of Sales at UK software companies that recently raised funding. Research the top 25 and draft a three-step outreach sequence for review.” 

Worth knowing: Some Apollo actions consume credits, so check your plan before running large searches or enrichment tasks. 

3. Outreach: Make follow-ups feel like a conversation, not a sequence 

Nobody enjoys receiving a follow-up that ignores everything they’ve already discussed. It makes even a promising relationship feel like another name on a list. 

Outreach connects Claude to available sales engagement history, helping reps understand what’s happened before deciding what to say next. 

What your reps can do:  

• Search prospects, accounts, opportunities, sequences, and emails. 
• Review previous engagement before reconnecting with a buyer. 
• Use that history to prepare follow-ups, meeting briefs, and suggested next steps. 

Sales leaders can review engagement information without jumping between multiple screens, while reps can pick up conversations where they left off. 

Best for: Teams managing outbound campaigns and ongoing prospect conversations in Outreach. 

Try this prompt: “Find prospects who replied to our latest sequence, summarize their responses, and suggest the next step for each.” 

Worth knowing: Outreach’s listed Claude tools primarily retrieve information. Check supported actions before assuming Claude can send emails or change sequences. 

4. HubSpot: Turn CRM information into timely follow-ups

Your CRM should help reps build relationships, not become another place where valuable information goes to gather dust. 

The HubSpot connector brings contacts, companies, deals, and activity information into Claude, making it easier to understand what’s happening in your pipeline and act on it. 

What your reps can do:  

• Review deal history and customer activity before calls. 
• Identify opportunities that haven’t progressed recently. 
• Create supported records, log notes, and set follow-up tasks. 

Reps can capture details while they’re fresh, follow up at the right time, and keep CRM records useful without leaving everything until Friday afternoon. 

Best for: HubSpot teams looking to reduce admin and improve pipeline visibility. 

Try this prompt: “Review my open deals closing this quarter. Flag those with no activity in 14 days and suggest a follow-up for each.” 

Worth knowing: Claude can only work with the CRM information available to it. Outdated records still need attention.  

5. Salesforce: Get a clearer picture of your pipeline and accounts 

When a deal stalls, finding out why shouldn’t involve 12 tabs and three messages chasing your account executives. 

Salesforce offers ways to bring Customer 360 information into Claude, helping eligible teams work with account history, opportunities, and pipeline context. 

What your reps can do:  

• Research accounts and opportunities using accessible Salesforce records. 
• Prepare for renewals, customer meetings, and pipeline reviews. 
• Use supported workflows to move from reviewing deal information to preparing or updating next steps. 

Salesforce in Claude is a plugin combining Salesforce and Slack connectors with sales-focused skills. Salesforce also offers connector capabilities separately. 

For sales leaders, this can mean more productive pipeline reviews, better-prepared account executives, and fewer surprises when an important renewal approaches. 

Best for: Salesforce teams managing complex accounts, renewals, and forecast reviews. 

Try this prompt: “Prepare me for the Acme renewal. Summarize the opportunity, recent activity, and three risks I should address.” 

Worth knowing: Availability and supported capabilities depend on the Salesforce integration, eligibility, and organizational configuration. 

6. Zoom: Turn customer conversations into clear next steps 

Your rep has a brilliant discovery call. The buyer explains their priorities, raises an objection, and agrees on the next step. Then half those details disappear between the meeting and the follow-up. 

With supported Zoom meeting content connected to Claude, your team can work with recordings, transcripts, summaries, and action items where available. 

What your reps can do:  

• Find relevant meeting discussions and review what customers actually said. 
• Turn transcripts into concise recaps and follow-up drafts. 
• Prepare handovers between sales, solutions, and customer success teams.  

Reps can revisit the conversation before drafting their follow-up, making it easier to address the buyer’s actual concerns rather than sending another generic “great to meet you” email. 

Best for: Teams running discovery calls, demonstrations, and negotiations on Zoom. 

Try this prompt: “Summarize the buyer’s concerns from yesterday’s discovery call and draft a follow-up with the agreed next steps.” 

Worth knowing: Meeting access depends on your Zoom plan, available AI features, and permissions. 

7. Slack: Find the internal answers your customers are waiting for 

Sometimes the answer to a customer’s question is already somewhere in your business. A product specialist explained it last week, or the solutions team solved a similar problem months ago. 

The Slack connector helps Claude search accessible conversations and content, so reps can find relevant internal knowledge without scrolling through endless threads. 

What your reps can do:  

• Search channels and discussions for product answers, customer questions, and internal decisions. 
• Gather context from colleagues across sales, product, legal, and customer success. 
• Prepare more informed responses and internal deal summaries.  

Reps can find the answers they need without chasing colleagues or digging through old conversations, helping them respond to customers with more confidence. 

Best for: Teams coordinating complex deals and approvals in Slack. 

Try this prompt: “Find the latest discussions about the Contoso pricing exception and summarize the decision and any outstanding questions.” 

Worth knowing: Slack conversations aren’t automatically approved company guidance. Check important claims and commitments against your official sources. 

8. Microsoft 365: Bring customer emails, files, and meetings together 

How much customer knowledge lives in your team’s Outlook inboxes, shared documents, calendars, and Teams conversations? Probably more than anyone wants to admit. 

Supported Microsoft 365 integrations help Claude work with information from those services, giving reps a clearer picture before important customer conversations. 

What your reps can do:  

• Search accessible emails, documents, and meeting information. 
• Pull together correspondence and account materials before renewals or pitches. 
• Draft responses using relevant customer history and approved collateral. 

Before an important meeting, your reps can find the latest customer correspondence, check what’s been promised, and pull together relevant materials without spending the morning searching through folders. 

Best for: Sales teams working primarily in Outlook, Teams, SharePoint, and OneDrive. 

Try this prompt: “Find our latest correspondence with Fabrikam and the current case study for their industry. Draft a response to their most recent question.” 

Worth knowing: Microsoft 365 access and write actions depend on the services connected and your administrator’s configuration. Finding approved files also doesn’t automatically make newly generated documents on-brand. 

9. Templafy: Turn sales insights into branded, customer-ready presentations 

Your reps have done the research. They know the customer’s priorities and have asked Claude to help prepare a pitch. So why are they still spending hours rebuilding slides, finding approved content, and fixing formatting? 

The Templafy connector connects Claude to Templafy’s Document Agents, helping teams turn AI-assisted research and business context into professionally formatted documents using configured templates, content, and brand rules.  

What your reps can do:  

• Ask Claude to initiate a customer pitch, sales presentation, or business review using an appropriate Document Agent. 
• Generate native, editable PowerPoint presentations using configured themes, layouts, and brand standards. 
• Use connected enterprise information where configured, then review and refine the finished presentation in PowerPoint. 

Instead of handing reps another generic draft to rebuild, Templafy helps them create materials within your company’s established document framework. 

And when every rep is working from the same approved standards, customers get a more consistent impression of your business, whether they’re meeting your newest hire or your most experienced account executive. 

Best for: Teams creating high volumes of proposals, pitch decks, and other customer-facing documents. 

Try this prompt: “Using the Acme discovery notes, create a 12-slide pitch deck with our approved presentation setup. Lead with their cost-to-serve challenge.” 

Worth knowing: Templafy’s Claude integration supports PowerPoint and PDF output, with Word generation in public preview for enabled organizations. Generated materials should still be reviewed for factual accuracy and customer suitability. 

10. Docusign: Keep deals moving from agreement to signature 

You’ve handled the objections, agreed on the next steps, and got everyone on board. The last thing you want is a contract sitting in someone’s inbox while the deal loses momentum. 

Docusign brings agreement information and supported eSignature capabilities into Claude, helping teams manage the final stages of a sale.  

What your reps can do:  

• Search accessible agreements for terms, renewal dates, and obligations. 
• Check agreement or envelope status where supported. 
• Use available actions to prepare or progress signing workflows, subject to permissions and approval requirements. 

Reps can see which agreements need attention, follow up with the right people, and keep customers informed without chasing every update manually. 

Best for: Teams managing contracts, renewals, and expansion agreements. 

Try this prompt: “Find customer agreements renewing in the next 90 days. Summarize key obligations and flag any that need attention.” 

Worth knowing: Signing actions depend on the enabled integration and configuration. Consequential actions may require human approval.