Sales meeting in an hour. Your VP wants to know which deals are at risk. You log into Salesforce. Scroll through pipeline stages. Open HubSpot to check engagement — who’s gone quiet, who stopped opening emails. Cross-reference in a spreadsheet. Try to spot patterns. Give up and wing it with what you remember.

Half a day to answer one question: how healthy is our pipeline?

Here’s how to answer it in 10 seconds.

What you’ll build

A CRM health dashboard agent that:

  • Reads deal stages and pipeline data from Salesforce
  • Reads contact engagement (email opens, meeting activity) from HubSpot
  • Cross-references both to find risk signals
  • Outputs a health report with deal-level recommendations

One question in, full picture out.

Step 1: Ask the question

Open EntryDesk and type:

“Show me our pipeline health. Pull all open deals from Salesforce. For each deal, check HubSpot for the last email open, last meeting, and engagement score. Flag any deal where the contact hasn’t engaged in 14+ days. Group by risk level and give me a summary.”

That’s it. One prompt. The agent figures out the rest.

Step 2: Connect Salesforce and HubSpot

First time only. Pick Salesforce and HubSpot from the connector marketplace. Authenticate once. Your agent gets read access to the data it needs — nothing more.

Step 3: Read the results

The agent pulls data from both systems, cross-references deals with engagement signals, and delivers:

Pipeline health summary
Total open deals, total value, weighted forecast. Deals by stage with average days in stage.

Risk accounts
Deals where the contact hasn’t opened an email or had a meeting in 14+ days. Deals stuck in the same stage for longer than average.

Recommendations
Which deals to follow up on today. Which contacts need re-engagement.

Follow up like a conversation

The dashboard isn’t static. Ask follow-ups:

  • “Break this down by sales rep.”
  • “Show me only deals over $50K.”
  • “What changed since last week?”

The agent keeps the context. Every follow-up refines the picture.

Save it for next time

Save as Agent → Publish to your sales team → Schedule it before every weekly pipeline meeting.

Your sales team walks into the meeting with the answers instead of spending the meeting finding them.

Try it

Connect your CRM. Ask one question. See the full picture before your next sales meeting.