Inspect CRM Accounts and Opportunities

Ask AI to compare selected opportunities using the fields your workspace stores.

What to Ask Leina to Do with Lightfield

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Read selected opportunity records and compare available fields and relationships.

List Lightfield opportunities matching [field filters]. Read opportunities [IDs] and compare their available amounts, stages, and linked accounts. Mark fields that are missing.

Get Started with Lightfield

  1. Connect Your Account

    Connect an administrator-created Lightfield API key.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported Lightfield Capabilities

The read-only integration retrieves standard CRM records and custom objects visible to your API key. Custom object definitions describe the available record types.

CRM record lookup

Read accounts, contacts, opportunities, object definitions, and custom records.

View All 10 Actions
  • Get Api Key Metadata
  • List Object Definitions
  • List Custom Object Records
  • Get Custom Object Record
  • List Accounts
  • Get Account
  • List Contacts
  • Get Contact
  • List Opportunities
  • Get Opportunity

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Frequently Asked Questions

How do I identify a custom object type?

Read object definitions and use the object type slug to list or retrieve its records.

Which fields can AI compare?

Records have dynamic fields and relationships. Ask for fields present in your workspace and mark missing values.

Can AI update these records?

The available operations read CRM records; record creation and editing are not included.

Your AI employee for Lightfield

Tell Leina what you need in your team chat. Include the source, destination, and expected result.