Connect Pipeline CRM to your AI agent

CRM 15 actions available

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

We set up the connection using your own Pipeline CRM account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Pipeline CRM

Each one is a real action the agent can take on its own, the same things a person clicking around Pipeline CRM could do. Read-only by default; write actions are confirmed against your policy.

  • 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.…
  • 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 detail…
  • Get Deal by ID Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
  • Get Deal Stage by ID Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
  • Get calendar task by ID Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.
  • List Companies List 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 fields, and tags. S…
  • List Leads Tool 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 single `per_page` v…
  • List Deal Stages Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
  • List calendar tasks Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
  • List Users List 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 information for assi…
  • Update Company Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Pipeline CRM, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Pipeline CRM questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Pipeline CRM's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Pipeline CRM to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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