A lead says „Noch kein CRM verbunden“ although it is a contact in the Sales Engine

Area: Sales Engine · Updated: 4 Nov 2026 · Auf Deutsch · All articles

Symptoms

  • The lead in Growth Intelligence says under „Im CRM“: „Noch kein CRM verbunden. CRM verbinden“, although the lead is a contact in the Sales Engine.
  • crm_lead_status answers rows: [] without anything about the Sales Engine.
  • A lead does not show up as a contact in the Sales Engine and you do not know why.

Cause

  • Older versions showed only external CRMs with a sign-in (HubSpot, Pipedrive …) in the card. The Sales Engine needs no sign-in and was missing, although it had taken the lead over.
  • The lead really is no contact yet: „Leads automatisch als Kontakte übernehmen“ is off for the project, the lead has neither e-mail nor phone, it is a test or spam lead, it waits as a possible duplicate, or it came before the link.

How to fix it

1. See the lead's CRM state

  • In the dashboard: Growth Intelligence › Leads › lead › Im CRM › X3 Sales Engine
  • With Claude (MCP): crm_lead_status {"project":"my-company/website","lead_id":"3f2b7c1e-9a4d-4e8b-b6a1-7c5d2e9f0a31"}

sales.state contact shows name, status, setter, closer, open tasks, last activity and with url the link „In Sales öffnen“. Every other state names the reason in sales.reason; sales.canImport says whether „Jetzt übernehmen“ helps. sales is null when the organization has the Sales Engine off.

2. Take the lead over now

  • In the dashboard: Growth Intelligence › Leads › lead › Im CRM › X3 Sales Engine › Jetzt übernehmen
  • With Claude (MCP): crm_lead_sales_import {"project":"my-company/website","lead_id":"3f2b7c1e-9a4d-4e8b-b6a1-7c5d2e9f0a31"}

The same path as the automatic take-over: duplicate check, origin, form activity, distribution with a call task. Works also while the automatic take-over is off. Calling it twice does no harm (outcome linked). Test and spam leads are never taken over.

3. Add missing contact data

  • In the dashboard: Growth Intelligence › Leads › lead › Bearbeiten
  • With Claude (MCP): leads_update {"project":"my-company/website","lead_id":"3f2b7c1e-9a4d-4e8b-b6a1-7c5d2e9f0a31","email":"name@example.com"}

With sales.state no_contact_data the Sales Engine needs an e-mail or a phone number. Then „Jetzt übernehmen“.

4. Switch the automatic take-over on for the project

  • In the dashboard: Growth Intelligence › Einstellungen › CRM › X3 Sales Engine › Projekt verknüpfen
  • With Claude (MCP): No MCP tool (the link settings of a project are the Sales Engine's; the button opens them there (Claude: the Sales Engine's own connector))

With sales.state auto_import_off. Earlier leads of a period are taken over in the Sales Engine in one go.

How to tell it worked

  • The card „Im CRM“ shows X3 Sales Engine with the contact's status and „In Sales öffnen“.
  • crm_lead_status answers sales.state contact.

Your own X3 Sales Engine is the first CRM of every lead. The card „Im CRM“ on the lead shows it before any external CRM: the contact, its status in the Sales Engine, setter and closer, the open tasks and the last activity, and „In Sales öffnen“ jumps straight to the contact. When you use HubSpot or Pipedrive as well, both stand in the card one below the other. „Noch kein CRM verbunden“ only appears when neither the Sales Engine is on nor an external CRM is connected.