Pipeline CRM integration

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 deta…

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 …

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. Supports search filtering and sorting by any field. Use this to retrieve multiple…

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` value does not return all leads.

List Deal Stages

Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.