Pipeline integration
Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.
What your agents can do with Pipeline
17 pre-built Pipeline tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (14)
Update Person
Updates a person in your Pipeline account.
Update Deal
Updates a deal in your Pipeline account.
Update Company
Updates a company in your Pipeline account.
Move Deal Stage
Moves a deal to another stage Pipeline account.
Find User
Find an existing user on your Pipeline account.
Find Person
Find an existing person in your Pipeline account.
Find Deal
Find an existing deal in your Pipeline account.
Find Company
Find an existing company in your Pipeline account.
Create Task
Creates a new calendar task in your Pipeline account.
Create Person
Creates a new person in your Pipeline account.
Create Event
Creates a new calendar event in your Pipeline account.
Create Deal
Creates a new deal in your Pipeline account.
And 2 more, available in the tool step browser.
Triggers (3)
New Person Created
Emit new event when a new person is created in your Pipeline account.
New Deal Created
Emit new event when a new deal is created in your Pipeline account.
New Company Created
Emit new event when a new company is created in your Pipeline account.
Set up Pipeline in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Pipeline account
In Relevance AI, open Integrations and add Pipeline, then paste your API key. You will find it in your Pipeline account settings.
Use Pipeline in an agent
Create a tool, add a Pipeline tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Pipeline to work in your agents
Connect Pipeline alongside 1,800+ other integrations and let your agents run the busywork.