Team
Shared credential for production and unattended runs.
Connect Pipeline CRM with Hookshot™ and your stack
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
Tools and triggers
What Agents can do in Pipeline CRM
Available tools and events after Pipeline CRM is connected.
-
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.
-
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…
-
Delete Calendar Task
Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
-
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.
-
Get Calendar Task by ID
Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.
-
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…
-
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.
-
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 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…
-
List Deal Stages
Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
-
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`…
-
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…
-
Update Company
Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.
Setup
Connect Pipeline CRM in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
Build with us
See Hookshot™ in your stack.
Request early access or book a live walkthrough with the team.
