rocketkind
CRM

Pipeline CRM

Pipeline CRM (formerly PipelineDeals) is a sales CRM built around deals, the people and companies attached to them, and a timeline of activities.

Authentication

  • API key

Actions

Generic API request. Call any Pipeline CRM API endpoint on this connection, for the case where no shipped action covers it yet — calendar entries, documents, projects, searches and the admin list endpoints all live behind it. The connection supplies the base URL, the two auth query parameters and the egress route, so only the path,…

  • Create activityLog an activity against a deal, a company or a person — what the API calls a note and the app calls an activity.
  • Create companyCreate a company account from a name plus whatever else you know — website, main phone, billing address, owner and custom field values.
  • Create dealCreate a deal from a name plus whatever else you know — value, stage, owner, expected close date, the company and people it involves, and custom field values.
  • Create personCreate a person — a lead or a contact — from a name, email address and whatever else you know about them, optionally attaching them to a company and an owner.
  • Get dealRead one deal in full by its id, including its value, stage, owner, expected close date, custom field values and the convenience objects for the associated company and primary contact.
  • Get personRead one person in full by their id, including every email address and phone number, their position, work address, owner, lead status and source, and their custom field values.
  • List activitiesList the activities logged against a deal, a company or a person — what the API calls notes and the app calls activities.
  • List companiesList the companies the connected user can see, with server-side filters for name, email address, city, owner, customer flag and a created-at date range.
  • List deal stagesList the deal stages configured on the account, each with its name, default close probability and the pipeline it belongs to.
  • List dealsList the deals the connected user can see, newest page first, with server-side filters for name, stage, status, owner, company name, archived state and a created-at date range.
  • List peopleList the people the connected user can see, with server-side filters for name, email address, company name, owner, lead status, lead-versus-contact type and a created-at date range.
  • List usersList the account's users, with filters for an exact email address, admins only, a user level and whether deactivated users are included.
  • Update dealDestructiveChange an existing deal — move it to another stage, reprice it, reassign the owner, record why it was lost, or archive it.
  • Update personDestructiveChange an existing person — correct a name or email address, move them to another company, hand them to a different owner, advance their lead status, or write custom field values.

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