Access and manage your CRM directly from Claude. Search, create, and update accounts, contacts, opportunities, notes, tasks, and lists — all through natural language. Look up records, filter by any field, track deals through your pipeline, and manage your workspace without leaving the conversation.
You can use Lightfield to:
Look up an account:
"Find the account record for Acme Corp and summarize recent activity"
Log a follow-up:
"Create a task to follow up with the Northwind contact next Tuesday"
Update a deal:
"Move the Contoso opportunity to the negotiation stage and add a note"
