OpenClaw CRM Sales Workflow

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CRM Sales Workflow

Build a complete CRM sales management system via OpenClaw Ultra. From pipeline setup and lead qualification to deal progression and revenue forecasting, manage your entire sales operation from a single chat interface.

Core System Overview

ℹ️ Info

This is a closed-loop CRM sales workflow. OpenClaw Ultra handles pipeline management, lead capture, contact enrichment, deal tracking, activity logging, and reporting via your CRM API, so you can run your sales process without switching between tabs.

System Layer	Core Function	Final Output
Connection Layer	CRM API authentication, workspace setup, connection verification	Verified CRM connection
Pipeline Layer	Deal stages, pipeline configuration, stage movement rules	Configured sales pipeline
Lead Layer	Lead capture, enrichment, scoring, qualification	Qualified lead pipeline
Contact Layer	Contact management, company enrichment, communication history	Complete contact profiles
Deal Layer	Deal creation, stage progression, probability tracking	Tracked deal pipeline
Activity Layer	Task creation, follow-up scheduling, call/email logging	Logged sales activities
Reporting Layer	Pipeline analytics, conversion rates, revenue forecasts	Periodic sales reports
Optimization Layer	Bottleneck analysis, process refinement, automation suggestions	Improved sales process

Prerequisites

Item	Requirement
OpenClaw Ultra	Installed and running
CRM Account	Active account with API access (HubSpot, Salesforce, Pipedrive, or similar)
CRM API Credentials	API key or OAuth token with read/write permissions
Pipeline Stages Defined	(Recommended) Your sales stages are set up in the CRM

Step 0 — Initialize Your CRM Sales System

Set up OpenClaw Ultra as your dedicated sales operations manager.

Operation Steps

Open OpenClaw Ultra new chat session
Gather your CRM API credentials and pipeline details
Paste the initialization prompt

Ready-to-Use Prompt

Act as my CRM sales operations manager.

My CRM:
- Platform: [HubSpot / Salesforce / Pipedrive / other]
- API credentials: [key or token]
- Pipeline name: [name]
- Deal stages (in order): [stage1 → stage2 → stage3 → ...]

Build a complete sales management system that covers:
- pipeline configuration and deal tracking
- lead capture and qualification
- contact management and enrichment
- activity logging and task management
- reporting and revenue forecasting

Step 1 — Connect to Your CRM

Establish a verified connection between OpenClaw Ultra and your CRM platform.

1.1 Authenticate with the CRM API

Connect to my [CRM platform] using these credentials: [API key or token]

Run these checks:
1. Verify the connection by calling the CRM's auth/me or equivalent endpoint
2. List my available pipelines and their stages
3. Return the pipeline ID, stage names, and stage order

If authentication fails, explain what is wrong and how to fix it.

1.2 Map Pipeline and Stages

Map my sales pipeline:

Pipeline: [pipeline name or ID]

For each stage, identify:
- Stage name and ID
- Deal count currently in this stage
- Total value of deals in this stage

Return a pipeline overview table:
| Stage | Deal Count | Total Value | Expected Close Window |

Step 1 Output

Verified CRM connection with a mapped pipeline and stage overview.

Step 2 — Configure Your Sales Pipeline

Set up deal properties and stage rules so your pipeline reflects your actual sales process.

2.1 Define Deal Properties

Configure deal properties for pipeline [pipeline ID]:

Required properties:
- Deal Name: text
- Amount: number (currency)
- Close Date: date
- Stage: pipeline stage (from existing stages)
- Owner: user/team

Custom properties:
- [property name]: [type / options]
- [property name]: [type / options]

Confirm each property exists and show the current deal schema.

2.2 Set Stage Movement Rules

Define stage movement rules for my pipeline:

Rules:
1. A deal cannot skip from [early stage] directly to [late stage] — it must pass through [middle stage]
2. If a deal stays in [stage] for more than [X days], flag it as stalled
3. When a deal moves to [stage], auto-set Close Date to [X days from now] if empty

Apply these rules and confirm they are in place.

Step 2 Output

Configured pipeline with defined deal properties and stage movement rules.

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