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B2 Portal

Turn customer requests into review-ready RFQs

Category
Sales & CRM
Primary Subcategory
B2B Sales CRM Platforms
View in the Claude registry
Integration details

Description

B2 Portal turns customer emails, call notes, transcripts, and attachments into review-ready CoreBridge V2 RFQs. Claude can search authorized CoreBridge accounts, contacts, and synchronized QuickProducts; create an RFQ intake; resolve unambiguous customer and line-item decisions; apply explicit custom-line pricing; and return the exact signed-in B2 Portal review page. Every connection is scoped to the signed-in user’s B2 Portal organization, membership role, OAuth scopes, and authorized CoreBridge locations. Claude can prepare and edit the B2 Portal RFQ draft, but it cannot push an RFQ to CoreBridge. A signed-in operator performs final review and controls the CoreBridge push from B2 Portal.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Sales & CRM

The broad Category that contains the Primary Subcategory.

Primary Subcategory
B2B Sales CRM Platforms

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Access
Account required
First tracked
2026-08-26
Tool count
15
Geography
US

Claude Discoverability Score

Claude Connector discovery is coming soon

Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory
12 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1HubSpot93/100
2Salesflare89/100
3Zoho CRM55/100
4Close49/100
5Salesloft40/100
B2 PortalOrganic discovery is pending verificationGet notified when verified
Badger Maps (Advanced)Organic discovery is pending verificationGet notified when verified
BreakcoldOrganic discovery is pending verificationGet notified when verified
Capsule CRMOrganic discovery is pending verificationGet notified when verified
ClientifyOrganic discovery is pending verificationGet notified when verified
CoeveraOrganic discovery is pending verificationGet notified when verified
Contractors CloudOrganic discovery is pending verificationGet notified when verified
Country Club for BusinessOrganic discovery is pending verificationGet notified when verified
ElvanceOrganic discovery is pending verificationGet notified when verified
folkOrganic discovery is pending verificationGet notified when verified
HoneyBookOrganic discovery is pending verificationGet notified when verified
LeadsquaredOrganic discovery is pending verificationGet notified when verified
LevitateOrganic discovery is pending verificationGet notified when verified
MobiCRMOrganic discovery is pending verificationGet notified when verified
Nutshell CRMOrganic discovery is pending verificationGet notified when verified
OctolaneOrganic discovery is pending verificationGet notified when verified
OnePageCRMOrganic discovery is pending verificationGet notified when verified
PipedriveOrganic discovery is pending verificationGet notified when verified
ReevoOrganic discovery is pending verificationGet notified when verified
SmartHome CRMOrganic discovery is pending verificationGet notified when verified
StreakOrganic discovery is pending verificationGet notified when verified
ZoieOrganic discovery is pending verificationGet notified when verified
Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
Tools

15 tools agents can invoke

B2 Portal FAQ
How do I improve a Community connector's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are B2 Portal alternatives on Claude?

As of 2026-08-28, B2 Portal competes with HubSpot, Salesflare, Zoho CRM, Close, Salesloft, Day AI, Attio, Sybill, Clarify, item, Lightfield, Badger Maps (Standard), Badger Maps (Advanced), bigin.zohomcp.com, Breakcold, Capsule CRM, Clientify, Coevera, Contractors Cloud, Country Club for Business, Elvance, folk, HoneyBook, Leadsquared, Levitate, MobiCRM, Nutshell CRM, Octolane, OnePageCRM, Pipedrive, Reevo, Salesforce - Beta, SmartHome CRM, Streak, Zoie in Claude B2B Sales CRM Platforms, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.