How to connect
- Open claude.ai and go to Settings > Integrations (or the apps panel in Claude Desktop)
- Search for Vendaze and click Connect
- You will be redirected to Vendaze to authorize access to your workspace
- Select the workspace you want to connect and confirm the requested scopes
- Done. Claude now has access to your Vendaze account.
What you can do
With Vendaze connected, you can talk to Claude in natural language: Queries:- “What are the 10 highest-value deals in the Commercial pipeline?”
- “Show me the contacts at Acme Corp with all their information.”
- “Which tasks are open with an overdue date?”
- “List the activities on the Acme Corp deal from the last two weeks.”
- “Create a contact named John Smith, at company XYZ, with email john@xyz.com.”
- “Move the deal ‘Quarterly Contract’ to the ‘Proposal Sent’ stage.”
- “Add a note on contact Ana Costa saying she returns on the 15th.”
- “Create a task to call the customer tomorrow at 2pm, linked to the Quarterly Contract deal.”
Managing the connection
To disconnect or reconnect your Vendaze account, go to Settings > Integrations in Claude and manage the Vendaze connection from there.Claude accesses only the workspace you authorized during the connection flow. To switch
workspaces, disconnect and reconnect selecting the desired workspace.