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pipeline-update

By indranilbanerjee. Updated August 12, 2026. Categories: Business Apps.

Update CRM deals — move stages, change values and close dates, attach notes and activities, create follow-up tasks — with validation against pipeline rules, a before-and-after comparison, and calculated velocity, forecast, and pipeline-health impact. Writes to Salesforce, HubSpot, Zoho, or Pipedrive via the connected CRM MCP only after a mandatory execution gate: an Execution Summary preview plus explicit typed approval, logged through approval-manager.py. Triggers on "/digital-marketing-pro:pipeline-update", "move this deal to negotiation", "update the deal value", "mark this deal closed-won", "which deals are stalled". Reads the brand profile; pairs with /digital-marketing-pro:lead-import for creating deals and /digital-marketing-pro:executive-dashboard for bulk reporting.

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