claude: CRM Blog Posts - Relaticle       Engineering Blog 
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 Posts tagged \#claude · [All posts](https://relaticle.com/blog)

 [  Guides   Oct 2, 2026  

 Five CRM workflows to hand to Claude 
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Five CRM workflows for Claude: pipeline reviews, meeting notes, lead entry, data cleanup, and weekly digests, with explicit read and write boundaries.

 ![Five CRM workflows to hand to Claude](https://relaticle.com/storage/ink/01M17KWYEEY8XB0VPJB7VV1D1Z.png) ](https://relaticle.com/blog/five-crm-workflows-to-hand-to-claude) [  Guides   Sep 4, 2026  

 Let Claude Code Run Your Sales Pipeline 
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Five real Claude Code sessions against Relaticle's MCP server: pipeline review, data entry, task cleanup, custom fields, and a delete it wouldn't rush.

 ![Let Claude Code Run Your Sales Pipeline](https://relaticle.com/storage/ink/01M17KWGFJTG7KWZAR40C6SZZZ.png) ](https://relaticle.com/blog/let-claude-code-run-your-sales-pipeline) [  Guides   Aug 28, 2026  

 How to Connect Claude to Your CRM with MCP 
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Connect Claude to Relaticle through OAuth or a scoped token. Understand custom fields, tool discovery, and the direct-write behavior before editing records.

 ![How to Connect Claude to Your CRM with MCP](https://relaticle.com/storage/ink/01M17KWD0RMP42X0P5Z8T29ZYP.png) ](https://relaticle.com/blog/how-to-connect-claude-to-your-crm-with-mcp)