Get Started with Sanka in Claude
Connect Sanka in Claude and start safe, read-focused CRM workflows.
This guide explains how to connect Sanka in Claude and set up practical daily usage for sales teams.
Preparation
- Sanka account access to your workspace
- Claude environment ready
- Team naming rules for companies and contacts
Connect in Claude
- Open Claude's connector setup.
- Add Sanka and sign in to your Sanka account.
- Approve access and start your CRM queries.
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If you use an MCP-capable environment like Claude Code, see the MCP Server Guide.
Operational tips
- Begin with read-only lookup prompts
- Standardize 5-10 prompt templates for your sales team
- Review usage monthly and refine the template set