Pipeline CRM
Pipeline CRM API v3: deals, people, companies, activities, tasks and events, files, projects, and account admin resources.
Free account. No credit card required.
Three ways to use Pipeline CRM
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Pipeline CRM.
Add a child company
Links `id` as a child of this company and returns the updated company.
Add a parent company
Links `id` as a parent of this company and returns the updated company.
Add a project association
Associates a deal, company, or person with the project.
Archive project
Archives the project.
Autocomplete companies
Lightweight name search for pickers.
Autocomplete people
Lightweight name search for pickers.