BizVizCards

Connect your BizVizCards account to Claude to work with the leads you capture, without switching apps. Ask Claude to browse your leads or narrow them to a specific folder. You can also open any lead's full details, including the answers they gave on your custom forms. Claude can review the reference notes you've saved on a lead and see which follow-up reminders are set. It can also show which reminders are overdue or coming up soon across all your leads. Example prompts: • "Pull up this lead's form answers and draft a personalized follow-up email." • "Which of my follow-ups are overdue?" • "Show me the leads in my Trade Show folder." • "What notes do I have on this lead before my call?" Claude only accesses data in the BizVizCards account you sign in with. Read-only tools are clearly marked, and actions that change your data, like adding notes or reminders, run only when you ask.