# Pipeline CRM AI integration on Definable

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

## What this connects

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

Vendor: https://pipelinecrm.com/

## Tools available

**15** tools available. First 12:

- `PIPELINE_CRM_CREATE_COMPANY` — 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 details, social media links, and assign owners or tags. Set check_for_duplicates=true to prevent creating companies with duplicate names.
- `PIPELINE_CRM_CREATE_DEAL` — 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.
- `PIPELINE_CRM_DELETE_COMPANY` — 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".
- `PIPELINE_CRM_DELETE_DEAL` — Delete Deal — Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
- `PIPELINE_CRM_DELETE_TASK` — Delete calendar task — Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
- `PIPELINE_CRM_GET_COMPANY` — 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 scheduled tasks. Use this when you need detailed information about a company after obtaining its ID from LIST_COMPANIES or CREATE_COMPANY actions.
- `PIPELINE_CRM_GET_DEAL` — Get Deal by ID — Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
- `PIPELINE_CRM_GET_STAGE` — Get Deal Stage by ID — Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
- `PIPELINE_CRM_GET_TASK` — Get calendar task by ID — Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.
- `PIPELINE_CRM_LIST_COMPANIES` — 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 companies or search for specific companies by name or other attributes.
- `PIPELINE_CRM_LIST_LEADS` — 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.
- `PIPELINE_CRM_LIST_STAGES` — List Deal Stages — Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.

## Auth

Auth schemes: `API_KEY`.

## How agents use Pipeline CRM

Inside a Definable workflow, Pipeline CRM is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Pipeline CRM** — the Researcher (GPT-5.5) pulls context from Pipeline CRM (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Pipeline CRM** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Pipeline CRM (create record, post message, draft email).
- **Designer / Engineer → Distributor → Pipeline CRM** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Pipeline CRM (attach file, open PR comment, post status).

The Verifier checks every Pipeline CRM call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- sales & crm — https://definable.ai/apps/category/sales-&-crm/

## Related

- HTML page: https://definable.ai/apps/pipeline_crm/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt