FranFunnel + Claude
Ask about your pipeline
without leaving Claude.
Connect FranFunnel to Claude and ask about your candidates in plain English. Claude finds them, reads their profile and history, and tells you where each one stands. It reads. It never changes anything.
Tell me about my last 5 FranFunnel leads that came in today
Pulling today’s most recent leads from FranFunnel now.
Used FranFunnel ›
Your five most recent leads all came in between 11:48 and 11:54 AM PT today, all for Momentum Coffee, and three of them have calls booked. One is soon: Greg Newsome is booked for 12:00 PM PT today.
| Lead | Source | Liquidity | Where it stands |
|---|---|---|---|
| Andrew Thomas | Portal | $400,000 | Replied “Thursday is good.” Call booked Thu Nov 12, 11:30 AM PT. |
| Jordan Stout | $20,000 | Looking for a job, not a franchise. Autopilot explained this is a business-ownership opportunity, not a job opening, and closed the thread. No call pushed. | |
| Greg Newsome | Organic | $200,000 | Interested in Irvine. Call booked today, 12:00 PM PT. |
| Micah Mcfadden | $120,000 | Was quoted the $420,000 to $685,000 investment range and said it’s too much. Autopilot asked again for a call. No booking. | |
| Charlie Jones | $100,000 | Interested in San Clemente. Call booked Thu Nov 12, 10:30 AM PT. |
Andrew ThomasPortal · $400,000
Replied “Thursday is good.” Call booked Thu Nov 12, 11:30 AM PT.
Jordan StoutGoogle · $20,000
Looking for a job, not a franchise. Autopilot explained this is a business-ownership opportunity, not a job opening, and closed the thread. No call pushed.
Greg NewsomeOrganic · $200,000
Interested in Irvine. Call booked today, 12:00 PM PT.
Micah McfaddenGoogle · $120,000
Was quoted the $420,000 to $685,000 investment range and said it’s too much. Autopilot asked again for a call. No booking.
Charlie JonesFacebook · $100,000
Interested in San Clemente. Call booked Thu Nov 12, 10:30 AM PT.
What It Does
Three things, all of them reading.
The connector gives Claude three ways to look at your FranFunnel account. Ask the question the way you'd ask a colleague; Claude picks the right one.
01
Find candidates
Search by name, email, part of an email, or phone number. Or skip the search and ask for your latest leads, or the ones you haven't read yet.
“Who came in this morning that I haven't opened?”
02
See a candidate's full profile
Source, liquidity, the territory they asked about, and the rest of the record, pulled straight from FranFunnel.
“Pull up Andrew Thomas.”
03
Read their history, newest first
Every text, reply, and booking on the candidate's timeline, most recent at the top, so Claude can tell you where things stand and why.
“What did Micah say about the investment range?”
Read-Only
Read-only means read-only.
Claude can't touch your pipeline. The tools to change it aren't offered to Claude at all, so there is nothing to misfire and no setting to get wrong.
- Create candidatesNot available
- Edit a recordNot available
- Add notesNot available
- Send messagesNot available
It acts as you.
Claude signs in with your FranFunnel login, so it sees exactly the candidates you can see and nothing more. Your FranFunnel permissions carry straight over.
Autopilot and your reps keep running every conversation in FranFunnel, same as today. Claude is a faster way to ask what happened.
Setup
No API keys. Just sign in.
- 1
Sign in with your FranFunnel account. No keys to generate, copy, or store anywhere.
- 2
Ask Claude about your pipeline. Latest leads, a candidate by name or phone, what someone said last week.
- 3
Disconnect anytime. In FranFunnel, go to Settings, then Connected apps, and remove Claude.
Already a customer?
Ask your client solutions manager for more details. They'll walk you through connecting Claude and the questions it answers best for your pipeline.
Common Questions
FranFunnel and Claude, answered.
Claude can find candidates by name, email, part of an email, or phone number, or list your latest and unread leads. It can open a candidate's full profile and read their history, newest first. That is the whole list: it reads your pipeline and answers questions about it.
No. The connector is read-only. Claude cannot create candidates, edit records, add notes, or send messages, because those tools are not offered to it at all. Autopilot and your reps keep running every conversation inside FranFunnel.
Only the ones you can see. Claude acts as you, using your own FranFunnel sign-in, so your existing FranFunnel permissions apply to every answer it gives.
No. You sign in with your FranFunnel account and that is the whole setup. There are no keys to generate, copy, or store.
Open FranFunnel, go to Settings, then Connected apps, and remove Claude. You can disconnect at any time and reconnect later by signing in again.
Ask your client solutions manager for more details. They can walk you through connecting Claude to your FranFunnel account and the questions it answers best.
Claude is a trademark of Anthropic, PBC.
Your pipeline, one question away.
See FranFunnel engage every lead in under 60 seconds, then ask Claude how it went.
No long contracts. No complicated setup. Live in 48 hours.