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.
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Integrate Pipeline CRM
with your AI CRM
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
Explore Triggers and Actions
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.
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Delete calendar task
Deletes a Pipeline CRM calendar entry by ID, including a task or event. Use it to remove the specified entry from the calendar.
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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".
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Delete Deal
Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
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Get calendar task by ID
Retrieves a calendar entry by ID in Pipeline CRM, including a task or event.
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Get Company by ID
Retrieves details for a company by ID in Pipeline CRM, including available contact, address, owner, financial, custom field, tag, and next-entry information.
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Get Deal by ID
Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
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Get Deal Stage by ID
Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
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List calendar tasks
Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
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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.
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List Deal Stages
Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
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List Leads
Lists people in Pipeline CRM, returned as leads, with optional creation and update date filters and pagination. Iterate through pages for large datasets.
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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.
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Update Company
Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.
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How the Pipeline CRM integration works
The Pipeline CRM integration connects your Dench AI CRM directly to Pipeline CRM, so agents can read and act on your Pipeline CRM data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
15 actions are available for agents to invoke on your behalf. Every call runs through Pipeline CRM's own authorization, scoped to the account you connect.
Set up Pipeline CRM in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Pipeline CRM and click Connect — you'll authorize access through Pipeline CRM's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Pipeline CRM in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Pipeline CRM integration work with Dench?
The Dench Pipeline CRM integration connects your AI CRM to Pipeline CRM, so AI agents can work with your Pipeline CRM data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Pipeline CRM via Dench?
The Pipeline CRM integration currently exposes 15 actions, including Create Deal, Create Pipeline CRM Company, Delete calendar task, Delete Company, Delete Deal, and Get calendar task by ID. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Pipeline CRM to Dench?
No. You connect Pipeline CRM from your Dench workspace using Pipeline CRM's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Pipeline CRM integration secure?
Connections are authorized through Pipeline CRM's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Pipeline CRM connection from your workspace settings at any time.