01
Enrich every new lead
- Webhook on lead create
- Persona enriches with public sources
- Writes back firmographic and technographic data
Pipeline CRM
15 tools available
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
Connect Pipeline CRM to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Pipeline CRM's 15 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.
Connect Pipeline CRM to your stack with Workflow
AI-native automation between Pipeline CRM and 52+ other tools — built, run, and self-healed by Workflow.
Common workflows with Pipeline CRM
02
Auto-route hot deals
- Score new opportunities by intent
- Match to the closer with the right ICP
- Notify both in Slack
03
Stall detection
- Find deals with no activity in 14 days
- Draft a re-engagement message per persona
- Queue for sales rep approval
Pipeline CRM actions 15
Every Pipeline CRM action below is a callable tool any Definable persona can invoke.
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.
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 scheduled tasks. Use this when you need detailed information about a company after obtaining its ID from LIST_COMPANIES or CREATE_COMPANY actions.
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 companies or search for specific companies by name or other attributes.
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.
List calendar tasks
Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
List Users
List users in Pipeline CRM account with optional pagination. Returns a paginated list of users with their details including email, name, role, status, and admin privileges. Use this to retrieve user information for assignment, reporting, or user management purposes. For large accounts, iterate through pages using `page` and `per_page` parameters. Requires admin access to the API.
Update Company
Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.
Acculynx
AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.
ActiveCampaign
ActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth
Aeroleads
AeroLeads is a B2B lead generation platform that helps users find business emails and phone numbers of prospects.
Affinity
Affinity helps private capital investors to find, manage, and close more deals
AgencyZoom
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.
Agiled
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
Frequently asked questions
What can I automate with Pipeline CRM on Definable?
Anything Pipeline CRM exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 15 Pipeline CRM tools directly, then chain the result into another integration without you writing code.
How does Pipeline CRM authentication work?
Pipeline CRM uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the Pipeline CRM integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 15 Pipeline CRM tools. You only need a separate Pipeline CRM subscription if Pipeline CRM itself charges per seat or per API call.
Is using Pipeline CRM through Definable secure?
Every call from a persona to Pipeline CRM is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with Pipeline CRM on Definable?
Sign up for Definable, open the integrations page, find Pipeline CRM, and connect via OAuth or API key. You can immediately attach Pipeline CRM to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What Pipeline CRM actions does Definable expose?
Definable exposes all 15 Pipeline CRM actions as callable tools — including `Create Pipeline CRM Company`, `Create Deal`, `Delete Company`, plus 12 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with Pipeline CRM?
Wire it up in minutes. No coding required.