Pipeline CRM for AI agents
Agents read Pipeline CRM at once. Changes and sends are held for a person's approval by default.
About Pipeline CRM
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
What an agent can do in Pipeline CRM
Every Pipeline CRM action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Pipeline CRM without asking first. 9 actions.
- Get Company by IDRetrieves comprehensive details for a specific company by ID from Pipeline CRM. Returns complete company information including contact details (multiple phones, email, social media), full address brea
- Get Deal by IDTool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
- Get Deal Stage by IDTool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
- Get calendar task by IDTool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.
- List CompaniesList companies in Pipeline CRM with optional filtering, sorting, and pagination. Returns a paginated list of companies with comprehensive details including contact information, address, owner, custom
- List LeadsTool to list leads in Pipeline CRM. Use when you need to fetch multiple leads with optional filtering and pagination. For large datasets, iterate through pages using `page` and `per_page` together; a
- List Deal StagesTool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
- List calendar tasksTool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
- List UsersList users in Pipeline CRM account with optional pagination. Returns a paginated list of users with their details including email, name, role, status, and admin privileges. Use this to retrieve user i
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 6 actions.
- Create Pipeline CRM CompanyCreates a new company record in Pipeline CRM with contact details, address, and social media information. Use this tool when you need to add a new company to the CRM system. The only required field is
- Create DealTool to create a new deal in Pipeline CRM. Use after gathering all details. Example: Create a deal named 'Big Partnership' worth 50000 USD in stage 2.
- Delete CompanyTool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".
- Delete DealTool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
- Delete calendar taskTool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
- Update CompanyTool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.
Changes wait in Needs you
Changes and sends in Pipeline CRM are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Pipeline CRM questions
Can an agent change data in Pipeline CRM on its own?
Not by default. Changes and sends in Pipeline CRM are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Pipeline CRM?
This connector lists 9 read actions. Reads run at once, without waiting for approval.
How does Pipeline CRM connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.