---
title: "How To Connect Claude Duet To unLocked CRM In Five Minutes"
description: "Step-by-step setup for the unLocked CRM Claude Duet integration on Pro and Max."
url: https://unlockedcrm.ai/blog/how-to-connect-claude-duet-to-unlocked-crm
canonical: https://unlockedcrm.ai/blog/how-to-connect-claude-duet-to-unlocked-crm
category: "Product"
published: 2026-10-21
updated: 2026-10-21
last_updated: 2026-10-21
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/how-to-connect-claude-duet-to-unlocked-crm
summary: "Connect Claude Duet to unLocked CRM from Claude Duet's connectors, sign in to your unLocked account, choose access per record type, and start asking questions."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-connect-claude-duet-to-unlocked-crm
source: unLocked CRM — AI CRM for insurance agents
---

# How To Connect Claude Duet To unLocked CRM In Five Minutes

## TL;DR

Connect Claude Duet to unLocked CRM from Claude Duet's connectors, sign in to your unLocked account, choose access per record type, and start asking questions.

## Key data points

- Connecting Claude Duet to unLocked CRM takes about five minutes on the Pro or Max plan.

## Before you start
- An unLocked CRM **Pro** or **Max** account
- A Claude Duet plan that supports connecting apps

## Steps
1. In Claude Duet, open the connectors settings and add **unLocked CRM**.
2. Sign in with your unLocked CRM account.
3. Choose access for each record type: read, or read and add.
4. Approve the connection.
5. Ask your first question: "What appointments do I have this week?"

## If something is blocked
If Claude Duet says it lacks permission, the record type is read-only on your connection. Update the access and reconnect.

[Learn more](/integrations/claude-duet)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/claude-duet-integration-announcement
- https://unlockedcrm.ai/blog/claude-duet-prompts-for-insurance-agents

---

Source: [How To Connect Claude Duet To unLocked CRM In Five Minutes](https://unlockedcrm.ai/blog/how-to-connect-claude-duet-to-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-connect-claude-duet-to-unlocked-crm.