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Pipeline CRMcrm
15 available actions
What your AI agent can do in Pipeline CRM
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 15 actions.
Common starting points
- List Deal StagesTool to list deal stages.
- List calendar tasksTool to list calendar tasks.
- Create DealTool to create a new deal in Pipeline CRM.
- Create Pipeline CRM CompanyCreates a new company record in Pipeline CRM with contact details, address, and social media information.
- Update CompanyTool to update an existing company by ID in Pipeline CRM.
- Delete DealTool to delete a deal by ID.
Browse all 15 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 9 actions
- Get Company by IDRetrieves comprehensive details for a specific company by ID from Pipeline CRM.
- Get Deal by IDTool to retrieve details for a specific deal by ID in Pipeline CRM.
- Get Deal Stage by IDTool to retrieve details for a specific stage by ID in Pipeline CRM.
- Get calendar task by IDTool to retrieve details for a specific task by ID in Pipeline CRM.
- List CompaniesList companies in Pipeline CRM with optional filtering, sorting, and pagination.
- List LeadsTool to list leads in Pipeline CRM.
- List Deal StagesTool to list deal stages.
- List calendar tasksTool to list calendar tasks.
- List UsersList users in Pipeline CRM account with optional pagination.
Create & communicateCreate records or send supported messagesView 2 actions
- Create Pipeline CRM CompanyCreates a new company record in Pipeline CRM with contact details, address, and social media information.
- Create DealTool to create a new deal in Pipeline CRM.
Update & manageChange and manage existing recordsView 1 action
- Update CompanyTool to update an existing company by ID in Pipeline CRM.
Remove & cancelRemove records or cancel supported workView 3 actions
- Delete CompanyTool to delete a company by ID in Pipeline CRM.
- Delete DealTool to delete a deal by ID.
- Delete calendar taskTool to delete a calendar task by ID.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Pipeline CRM
How does the agent connect to Pipeline CRM?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Pipeline CRM?
The page above lists the 15 actions currently available through the Pipeline CRM connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Pipeline CRM included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Pipeline CRM is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Pipeline CRM to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.