Enrich and classify incoming sales leads with AI

When a new lead is created in Finmo, pass their submitted notes to Claude to automatically extract key buying signals and categorize their industry.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Claude Explore Claude →

Triggers

New completion generated

Fires when Claude generates a response to a prompt.

Model run failed

Fires when a request to Claude errors or times out.

Fine-tune job completed

Fires when a fine-tuning job in Claude finishes.

Actions

Generate a completion

Sends a prompt to Claude and returns the model's response.

Summarize text

Uses Claude to summarize a block of text.

Classify or extract data

Uses Claude to classify or extract structured data from text.

Finmo Explore Finmo →

Triggers

New lead created

Fires when a new lead or contact is created in Finmo.

Deal stage changed

Fires when a deal moves to a new stage in Finmo.

Deal won

Fires when a deal is marked won in Finmo.

Contact updated

Fires when a field on a contact changes in Finmo.

Actions

Create or update contact

Creates or updates a contact in Finmo.

Create deal

Creates a new deal in Finmo.

Update deal stage

Moves a deal to a new stage in Finmo.

Log activity

Logs a call, email, or note against a record in Finmo.

Save AI account executive summaries directly to CRM deals When Claude generates an executive intelligence summary for a strategic account, log the summary directly onto the deal record in Finmo. See details

Summarize customer interaction logs on updated contact profiles Whenever a contact's activity history is updated in Finmo, ask Claude to digest the recent interactions into a brief executive overview. See details

See all Claude + Finmo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enrich and classify incoming sales leads with AI” between Claude and Finmo?

Yes — describe it in the box above and Knit's Integrations Agent researches Claude and Finmo's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

What's the most common AI Models + CRM automation?

Summarizing a deal or account's recent activity from Finmo using Claude, or drafting a personalized follow-up email based on the contact's real history.

Can this write the AI's output back into the CRM record?

Yes — a summary, draft email, or score generated by Claude can be written straight back onto the relevant field or note in Finmo.