Bring Deal Management
to Windsurf

Deal_Name is required. Stages: Qualification, Needs Analysis, Value Proposition, Proposal/Price Quote, Negotiation/Review, Closed Won, Closed Lost. Pipeline lets you assign to a specific sales pipeline (if multiple exist). Closing_Date is YYYY-MM-DD. Create a new deal/opportunity in Zoho CRM with name, stage, amount, pipeline, and closing date

Product_Name is required. Unit_Price is the default price. Product_Code serves as the SKU/identifier. Products can be added to quotes and sales orders. Returns the created product with its Zoho ID. Create a new product in the Zoho CRM catalog with name, unit price, product code, and description

Subject is required. Link to a deal via Deal_Name and an account via Account_Name. Valid_Till sets the expiration date (YYYY-MM-DD). Line items/products should be added separately via the Zoho UI. Returns the created quote with its ID. Create a sales quote in Zoho CRM linked to a deal and account with subject, validity, and pricing

Returns full deal data: name, stage, amount, probability, closing date, account, contact, and custom fields. Use after searching to drill into a specific opportunity. Get complete details of a specific Zoho CRM deal by ID, including all custom fields, notes, and history

Invoices are billing documents generated from sales orders or deals. Returns subject, status, account, total, due date, and whether payment is received. Use when the user asks about billing, outstanding invoices, or payment tracking. List invoices in Zoho CRM with subject, status, account, total amount, due date, and payment status

Quotes are formal price proposals created for deals. Returns subject, total, linked deal and account, valid until date, and status. Use when the user asks about pending quotes, proposal status, or pricing documents. List sales quotes in Zoho CRM with subject, quoted amount, account, validity period, and status

Sales orders are confirmed purchase commitments from customers, created after quote approval. Returns subject, status, account, total, and expected ship date. Use when the user asks about confirmed orders or fulfillment pipeline. List sales orders in Zoho CRM with subject, status, account, total amount, and fulfillment details

Returns deal name, pipeline stage (Qualification/Needs Analysis/Proposal/Negotiation/Closed Won/Closed Lost), amount, closing date, and linked account. Use when the user asks about pipeline status, specific deal values, or opportunity progress. Search Zoho CRM deals by name to find active sales opportunities with stage, amount, account, and closing date

Returns product name, unit price, product code (SKU), and description. Products are catalog items that can be attached to quotes, sales orders, and invoices. Use when looking up product details or pricing. Search the Zoho CRM product catalog by name to find items with prices, codes, and descriptions

Only specified fields change. Common operations: advance Stage when deal progresses, update Amount after negotiation, push Closing_Date when timeline shifts, or set Stage to "Closed Won"/"Closed Lost" to close. Update an existing Zoho CRM deal — advance stage, change amount, or update closing date to reflect pipeline progress