Pipeline crm for your voice agent
Pipeline CRM is a sales-focused customer relationship management platform for teams. It helps track leads, manage deals, and streamline sales workflows for better productivity.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Available
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With an API key. You create a key in Pipeline crm and paste it on a secure page in Connected apps.
- What it reads
- 9 actions, such as get Company by ID, get Deal by ID and get Deal Stage by ID.
- What it changes
- 6 actions, such as create Pipeline CRM Company, create Deal and update Company.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
- Custom work
- You choose each action from its list of 15. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Action list checked 14 November 2026. We haven't tested each action.
Pipeline crm actions
Reads 9
- Get Company by ID
- Get Deal by ID
- Get Deal Stage by ID
- Get calendar task by ID
- List Companies
- List Leads
- List Deal Stages
- List calendar tasks
- List Users
Changes 3
- Create Pipeline CRM Company
- Create Deal
- Update Company
Deletes 3
- Delete Company
- Delete Deal
- Delete calendar task
Pipeline crm setup
Pasting a Pipeline crm API key
Create an API key in Pipeline crm, choose Pipeline crm in Connected apps and paste the key on the secure page.
Choosing the actions
Choose which of the 15 actions the agent may use. Start with lookups and add the ones that change Pipeline crm when you're ready.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
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