Create a new CRM deal attached to a contact and pipeline stage with value and expected close date.
“Create a deal for Rs. 5,00,000 titled "Annual Enterprise Retainer" in the Qualified stage.”
Say this directly in your AI chat. The assistant will detect the intent, map the parameters, and invoke create_deal.
| Parameter | Type | Requirement | Description |
|---|---|---|---|
| title | string | required | Deal title / name |
| pipeline_id | string | required | Target pipeline UUID |
| stage_id | string | required | Target stage UUID |
| product_id | string | optional | Associated product or service UUID |
| value | number | optional | Monetary value |
| currency | string | optional | Currency code (default INR) |
| contact_id | string | optional | Associated contact UUID |
This action modifies CRM data or sends WhatsApp communications. Compliant AI clients (Claude Desktop, Cursor, ChatGPT) will ask for your confirmation before executing this call.