Salesforce lead lifecycle management
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.
Published by Oasis Platform · Free to add
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
GmailOptional
SlackOptional
Claude Managed AgentIt lands in your Oasis
Salesforce Lead Manager 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.
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.
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 & MarketingFills the gaps in whichever CRM you run — HubSpot, Salesforce, Pipedrive or Attio. It finds the missing firmographics from a real source and records where every value came from and when, because an enriched field with no provenance is impossible to trust later. Duplicates and contradictions are flagged for a human rather than merged or overwritten.
Oasis PlatformSales & MarketingAdd it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.
© 2026 Oasis, Inc.
Add to your Oasis