Connect what you need

Start with Claude and your team's knowledge. Add other connections when a task needs them.

Claude chatWeb, desktop or phone

Claude CodeCode tab or terminal

GrowthBricksConnect one Claude route

Your contextSources · CRM · research

Add the systems your task needs. Each person connects their own account.

Connect Claude

In GrowthBricks, open account menu → Getting started. Choose one route:

• Claude chat: the Claude app on web, desktop or phone.
• Claude Code: the Code tab or terminal.

Each colleague connects their own account. Ask Claude which GrowthBricks workspace it is connected to; it should name your team.

Give it context

Check What we know. If it is empty, add a product description or sales notes through Sources → Add a source, then review the suggestions.

Add the systems your task uses

• Customer history: connect HubSpot or Salesforce under Connections. A workspace uses one CRM. Salesforce is read-only.
• Shared documents: connect Google Drive or upload files directly.
• Fresh company research: check research access and credits under Paid resources.

Your workspace owner can arrange missing permissions. You can begin with existing team knowledge while those connections are being set up.