CRMIn development

Pipeline CRM

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

In development

Cataloged and scoped, not yet available to run in production.

15: actions

Integrations

View provider documentation

Actions

Operations this integration can perform.

Create Pipeline CRM Company

Creates 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 the company name. You can optionally include contact information (email, phone, fax), address details, social media links, and assign owners or tags. Set check_for_duplicates=true to prevent creating companies with duplicate names.

Create Deal

Tool 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 Company

Tool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".

Delete Deal

Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.

Delete calendar task

Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.

Get Company by ID

Retrieves 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 breakdown, owner details, financial metrics (pipeline/won deals totals), custom fields, tags, and next scheduled tasks. Use this when you need detailed information about a company after obtaining its ID from LIST_COMPANIES or CREATE_COMPANY actions.