Pipeline
Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.
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Works with
AI Compatible
Tools
Create Activity
Creates a new activity associated with an existing person, company, or deal. See the docs here/paths/~1notes/post)
Create Company
Creates a new company in your Pipeline account. See the docs here
Create Deal
Creates a new deal in your Pipeline account. See the docs here
Create Event
Creates a new calendar event in your Pipeline account. See the docs here/paths/~1calendar_entries/post)
Create Person
Creates a new person in your Pipeline account. See the docs here
Create Task
Creates a new calendar task in your Pipeline account. See the docs here/paths/~1calendar_entries/post) Return only the translated text without explanations.
Find Company
Find an existing company in your Pipeline account. See the docs here
Find Deal
Find an existing deal in your Pipeline account. See the docs here Return only the translated text without explanations.
Find Person
Find an existing person in your Pipeline account. See the docs here Return only the translated text without explanations.
Find User
Find an existing user on your Pipeline account. See the docs here
List Company ID Options
Retrieves available options for the Company ID field.
List Deal ID Options
Retrieves available options for the Deal ID field.
List Deal Stage ID Options
Retrieves available options for the Deal Stage ID field.
List Deal Status ID Options
Retrieves available options for the Deal Status ID field.
List Event Category ID Options
Retrieves available options for the Event Category ID field.
List Note Category ID Options
Retrieves available options for the Note Category ID field.
List Person ID Options
Retrieves available options for the Person ID field.
List User ID Options
Retrieves available options for the User ID field.
Move Deal Stage
Moves a deal to another stage Pipeline account. See the docs here
Update Company
Updates a company in your Pipeline account. See the docs here Return only the translated text without explanations.
Update Deal
Updates a deal in your Pipeline account. See the docs here Return only the translated text without explanations.
Update Person
Updates a person in your Pipeline account. See the docs here