Salesforce pipeline audit
Audits your Salesforce pipeline the way a sales ops lead would. It finds the opportunities with no activity, no next step, missing amounts, or close dates that have quietly slipped three times, and reports them by owner because that's who has to fix them. Nothing is written without approval, and it never touches the fields your forecast depends on.
Published by Oasis Platform · Free to add
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
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Claude Managed AgentIt lands in your Oasis
Salesforce Pipeline Hygiene is created in your workspace with its instructions and settings already filled in.
You connect its apps
Sign in to Salesforce once and it has everything it needs.
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
Owns the top of your Salesforce funnel. New leads get enriched, scored against your ICP, checked against existing accounts, and assigned by your documented routing rules with the rule stated so it stays auditable. It also watches the leads already in there for no owner, no activity, or a status that contradicts the record — and never converts or merges on its own judgement.
Oasis PlatformSales & MarketingKeeps a Pipedrive pipeline current and moving. It finds deals with no scheduled activity, deals rotting past their stage's normal duration, and missing fields your reports depend on — reading the recent mail first, since activity is often real but unlogged. You get a list by owner, ranked by value, with a suggested next activity for each.
Oasis PlatformSales & MarketingKeeps HubSpot honest. It fills the empty fields from real sources and records where each value came from, flags the duplicates instead of merging them, and surfaces deals whose stage contradicts their activity. It never changes deal amount, close date or stage on its own judgement — those get surfaced for a human.
Oasis PlatformSales & MarketingEvery inbound lead gets researched and scored the moment it lands. It enriches from the company's own site, checks fit against your ICP, looks for buying signals in how they arrived, and returns a clear pursue, nurture or pass with the reasoning attached. It applies the same rule to every lead and states the rule, because consistency matters more than cleverness here.
Oasis PlatformSales & MarketingAdd it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.
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