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One-time setup

Install the Prospect Intelligence plugin

The "Research in Claude" button opens a pre-filled prompt in Claude Cowork. For it to automatically run the prospect intelligence skill, you need the CleverConnect plugin installed first — takes about 2 minutes.

CleverConnect Prospect Intelligence
Always up to date · .plugin file
Download
Installation steps
1
Download the plugin file above
Click Download — your browser saves a .plugin file to your Downloads folder.
2
Open Claude Cowork desktop app
You need the Claude desktop app in Cowork mode. If you don't have it yet, download it from claude.ai/download and sign in with your CleverConnect Google account.
3
Install the plugin
In Claude Cowork, open Settings → Plugins and click Install from file. Select the .plugin file you just downloaded. The plugin activates immediately — no restart needed.
4
Connect the required tools
The skill pulls data from three sources. In Claude Cowork, go to Settings → Connectors (or the plug icon in the sidebar) and search for each one to connect it. All three need to be active for the skill to run fully.
Apollo
Company enrichment and HR contact discovery. Search "Apollo" in the Cowork connector marketplace.
HubSpot CRM
Deal stage, existing CleverConnect products, and contact history. Search "HubSpot" — connect with your @cleverconnect.com account.
Clay
Tech stack, headcount growth, and Tier 1 HR contact enrichment. Search "Clay" — you'll need a Clay API key (ask Levi if you don't have one).
⚠️ Don't have access to one of these? The skill will still run but some sections of the prep guide may be incomplete. Ping levent.goebel@cleverconnect.com and he'll help you get set up.
5
Come back here and click "Research in Claude →"
Enter the prospect's company name in Step 1, then click the button. Claude opens with a pre-filled prompt that triggers the skill automatically — it researches the company, picks the best-fit use cases, and produces an AE prep guide HTML file. Download it and drop it into the upload zone to autofill the form.

Plugin installed? Head back to the Tenant Builder and you're all set.

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