Bring Pipeline Management
to CrewAI

lastName and company are required fields in Salesforce. Status defaults to "Open - Not Contacted". Once qualified, leads can be converted to Contact + Account + Opportunity in the Salesforce UI. Returns the created lead with its 18-character Salesforce ID. Create a new lead in Salesforce Sales Cloud with name, company, email, phone, title, and initial status

Link to a person via whoId (Contact or Lead ID) and/or to a record via whatId (Account or Opportunity ID). Status defaults to "Completed". Priority: High, Normal, Low. Use to log completed calls, meetings, or emails for activity tracking and reporting. Log a call, meeting, or email as a completed Task in Salesforce linked to a contact, lead, account, or opportunity

Returns deals sorted by amount descending. Standard stages: Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost. Use for questions like "what deals are in Negotiation?" or "total value of Closed Won this quarter." Get all Salesforce opportunities at a specific pipeline stage for bottleneck analysis, forecasting, or stage review

Returns the number of deals and total monetary value at each stage. Perfect for pipeline health checks, forecasting conversations, and identifying bottleneck stages. Use when the user asks "how is the pipeline?", "what is our total pipeline value?", or "which stage has the most deals?" Get an aggregate snapshot of the open sales pipeline — deal count and total value per stage for a quick health check

Returns account name, industry, annual revenue, number of employees, phone, website, billing city/state/country, and owner. Accounts are the company-level records that contacts and opportunities are linked to. Use when the user asks about a company or needs account-level data. Search Salesforce accounts (companies) by name to find organizations with industry, revenue, employee count, and location

Returns contact name, email, phone, account name, title, department, and mailing address. Contacts are qualified individuals linked to accounts — different from leads (unqualified prospects). Use when the user asks about a specific customer contact. Search Salesforce contacts by name or email to find people at customer accounts with title, department, and phone

Returns lead name, company, email, phone, title, status (e.g., Open - Not Contacted, Working, Closed - Converted), rating (Hot/Warm/Cold), lead source, and assigned owner. Use when the user wants to find a specific prospect, check lead status, or review unqualified pipeline. Search Salesforce leads by name, email, or company to find prospective customers in the sales pipeline

Returns opportunity name, stage (Prospecting/Qualification/Needs Analysis/Value Proposition/Id. Decision Makers/Perception Analysis/Proposal/Negotiation/Closed Won/Closed Lost), amount, close date, probability percentage, and assigned owner. Use for pipeline review, deal lookup, or forecasting queries. Search Salesforce opportunities by name to find deals with stage, amount, probability, close date, and owner

Only specified fields are updated. Common operations: change Status to "Working" or "Closed - Converted", set Rating to Hot/Warm/Cold for prioritization, or update contact details. Requires the 18-character Salesforce ID. Update an existing Salesforce lead — change status, rating, contact info, or other fields to reflect qualification progress

Common operations: advance StageName when deal progresses, update Amount after negotiation, push CloseDate when timeline shifts, set StageName to "Closed Won"/"Closed Lost" to close. Only specified fields change. Update a Salesforce opportunity — advance stage, change amount, update close date, or add notes to reflect deal progress