Pipeline integrations

Pipeline is a customer relationship management (CRM) platform designed to help businesses manage their sales processes, track customer interactions, and analyze sales performance. It offers features for lead management, pipeline visualization, email integration, and reporting, empowering businesses to streamline their sales operations and improve customer relationships.

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Automate your Pipeline workflow with premade actions

Quickly integrate Pipeline with thousands of apps for automated workflows using our no-code toolkit or AI copilot for custom actions.
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Find User

Find an existing user on your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Users/paths/1admin1users/get)

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New Deal Created

Emit new event when a new deal is created in your Pipeline account.

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New Company Created

Emit new event when a new company is created in your Pipeline account.

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Create Person

Creates a new person in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/People/paths/1people/post)

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Create Activity

Creates a new activity associated with an existing person, company, or deal. [See the docs here](https://app.pipelinecrm.com/api/docstag/Activities-(Notes)/paths/1notes/post)

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Find Company

Find an existing company in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Companies/paths/1companies/get)

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Create Company

Creates a new company in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Companies/paths/1companies/post)

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New Person Created

Emit new event when a new person is created in your Pipeline account.

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Move Deal Stage

Moves a deal to another stage Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Deals/paths/1deals1{id}/put)

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Update Deal

Updates a deal in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Deals/paths/1deals1{id}/put)

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Find Deal

Find an existing deal in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Deals/paths/1deals/get)

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Find Person

Find an existing person in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/People/paths/1people/get)

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Create Task

Creates a new calendar task in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Calendar-Entries-(Tasks-and-Events)/paths/1calendarentries/post)

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Update Person

Updates a person in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/People/paths/1people1{id}/put)

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Create Event

Creates a new calendar event in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Calendar-Entries-(Tasks-and-Events)/paths/1calendarentries/post)

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Update Company

Updates a company in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Companies/paths/1companies1{id}/put)

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Create Deal

Creates a new deal in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docstag/Deals/paths/1deals/post)

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