All connectors
Pipeline CRM
15 tools · CRM · Sales & CRM
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
Connect Pipeline CRM
- Open Slashspace and go to Settings, then Connectors.
- On Discover, search for Pipeline CRM and click Connect.
- Sign in to Pipeline CRM in your browser. Slashspace updates when the account is connected.
- Then ask for what you need in any Agent mode chat. Pipeline CRM is on in every chat unless you switch it off.
What your chats can do
15 tools from Pipeline CRM.
- Create Pipeline CRM CompanyCreates 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 DealTool 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 CompanyTool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".
- Delete DealTool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
- Delete calendar taskTool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
- Get Company by IDRetrieves 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.
