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Pipeline CRM

Integrate your application with the Pipeline CRM API

🚀 Quickstart

Connect to Pipeline CRM with Tenklo and see data flow in 2 minutes.

Create the integration

In Tenklo (free signup), go to Integrations -> Configure New Integration -> Pipeline CRM.

Authorize Pipeline CRM

Go to Connections -> Add Test Connection -> Authorize, then enter your App Key and API Key. See the connect guide for instructions on generating these credentials. Later, you'll let your users do the same directly from your app.

Call the Pipeline CRM API

Let's make your first request to the Pipeline CRM API (list deals). Replace the placeholders below with your Environment API key, integration ID, and connection ID:

curl "https://api.tenklo.dev/proxy/api/v3/deals.json" \
  -H "Authorization: Bearer <NANGO-API-KEY>" \
  -H "Provider-Config-Key: <INTEGRATION-ID>" \
  -H "Connection-Id: <CONNECTION-ID>"

Or fetch credentials with the Node SDK or API.

✅ You're connected! Check the Logs tab in Tenklo to inspect requests.

Implement Tenklo in your app

Follow our quickstart to integrate Tenklo in your app.

To obtain your own production credentials, follow the connect guide linked below.

📚 Pipeline CRM Integration Guides

Official docs: Pipeline CRM API documentation

🧩 Pre-built syncs & actions for Pipeline CRM

Explore Nango-provided actions in your dashboard. Extend and customize them to fit your needs.

Others

Function nameDescriptionTypeSource code
create-calendar-entryCreate a new task or eventAction🔗 Github
create-commentAdd a comment to a note.Action🔗 Github
create-companyCreate a new company in Pipeline CRM.Action🔗 Github
create-customerMark a company as a customer (creates a Customer record tied to a company, tracking a health score).Action🔗 Github
create-dealCreate a new deal.Action🔗 Github
create-documentAttach a file to a deal, person, or company by URL.Action🔗 Github
create-lead-sourceCreate a new lead source.Action🔗 Github
create-noteCreate a new note (activity) associated with a deal, person, or company.Action🔗 Github
create-personCreate a new person (contact)Action🔗 Github
create-teamCreate a new team.Action🔗 Github
create-webhookSubscribe a URL to a webhook event (event_model + event_action combination).Action🔗 Github
delete-calendar-entryDelete a calendar entry.Action🔗 Github
delete-commentDelete a comment.Action🔗 Github
delete-companyDelete a company.Action🔗 Github
delete-customerRemove a customer record from a company (does not delete the company itself).Action🔗 Github
delete-dealDelete a deal.Action🔗 Github
delete-documentDelete a document.Action🔗 Github
delete-lead-sourceDelete a lead source.Action🔗 Github
delete-noteDelete a note.Action🔗 Github
delete-personDelete a person.Action🔗 Github
delete-teamDelete a team.Action🔗 Github
get-account-notificationGet a single account notification by id.Action🔗 Github
get-calendar-entryGet a single calendar entry (task or event) by id.Action🔗 Github
get-companyGet a single company by id.Action🔗 Github
get-dealGet a single deal by id.Action🔗 Github
get-documentGet a single document by id.Action🔗 Github
get-noteGet a single note by id.Action🔗 Github
get-personGet a single person by id.Action🔗 Github
get-profileGet the profile of the user this API key belongs to.Action🔗 Github
get-teamGet a single team by id.Action🔗 Github
get-userGet a single user by id.Action🔗 Github
list-account-notificationsList system-generated account notifications for the authenticated user.Action🔗 Github
list-calendar-entriesList calendar entries — a unified model covering both Tasks and Events.Action🔗 Github
list-calendar-entry-prioritiesList priority levels that can be assigned to a calendar entry.Action🔗 Github
list-calendar-entry-statusesList statuses that can be assigned to a calendar entry.Action🔗 Github
list-commentsList comments on a note.Action🔗 Github
list-companiesList companies in this account.Action🔗 Github
list-company-custom-field-groupsList custom field groups defined for companies.Action🔗 Github
list-company-custom-field-labelsList individual custom field definitions available on companies.Action🔗 Github
list-company-tagsList tags available for tagging companies.Action🔗 Github
list-custom-field-dropdown-entriesList the picklist option values for dropdown-type custom fields.Action🔗 Github
list-deal-custom-field-groupsList custom field groups defined for deals.Action🔗 Github
list-deal-custom-field-labelsList individual custom field definitions available on deals.Action🔗 Github
list-deal-loss-reasonsList reasons that can be assigned when marking a deal lost.Action🔗 Github
list-deal-pipelinesList deal pipelines configured on this account.Action🔗 Github
list-deal-stagesList deal stages (steps within a pipeline) configured on this account.Action🔗 Github
list-deal-statusesList deal statuses configured on this account.Action🔗 Github
list-deal-tagsList tags available for tagging deals.Action🔗 Github
list-deal-won-reasonsList reasons that can be assigned when marking a deal won.Action🔗 Github
list-dealsList deals in this account.Action🔗 Github
list-document-tagsList tags available for tagging documents/files.Action🔗 Github
list-documentsList documents (called "Files" in the Pipeline CRM UI) attached to deals/people/companies/calendar entries.Action🔗 Github
list-event-categoriesList categories that can be assigned to a calendar entry (task or event).Action🔗 Github
list-lead-sourcesList lead sources (how a person/deal originated) configured on this account.Action🔗 Github
list-lead-statusesList lead statuses configured for People records.Action🔗 Github
list-note-categoriesList categories that can be assigned to a note (activity).Action🔗 Github
list-notesList notes (activities) scoped to a deal, person, company, or across the account.Action🔗 Github
list-peopleList people (contacts/leads) in this account.Action🔗 Github
list-person-custom-field-groupsList custom field groups defined for people.Action🔗 Github
list-person-custom-field-labelsList individual custom field definitions available on people.Action🔗 Github
list-person-tagsList predefined tags available for tagging people/contacts.Action🔗 Github
list-product-linesList product lines configured on this account for tagging deals, people, and companies.Action🔗 Github
list-revenue-typesList revenue types (e.g. New, Renewal) that can be assigned to a deal.Action🔗 Github
list-teamsList teams in this account.Action🔗 Github
list-usersList users (team members) in this account.Action🔗 Github
list-webhooksList webhook subscriptions configured on this account.Action🔗 Github
update-account-notificationMark an account notification as seen/read.Action🔗 Github
update-calendar-entryUpdate a calendar entry, e.g. mark a task complete.Action🔗 Github
update-commentUpdate an existing comment.Action🔗 Github
update-companyUpdate fields on an existing companyAction🔗 Github
update-customerUpdate a customer record (e.g. reassign owner).Action🔗 Github
update-dealUpdate fields on an existing deal.Action🔗 Github
update-documentUpdate a document's title or re-point it to a new file URL.Action🔗 Github
update-lead-sourceUpdate a lead source.Action🔗 Github
update-noteUpdate the content of an existing note.Action🔗 Github
update-personUpdate fields on an existing person.Action🔗 Github
update-teamUpdate a team's name.Action🔗 Github
update-userUpdate fields on an existing user.Action🔗 Github
calendar_entriesSync calendar entries (Tasks + Events) across the accountSync🔗 Github
companiesSync companies in this account.Sync🔗 Github
dealsSync deals in this account.Sync🔗 Github
documentsSync documents (files) attached to deals/people/companies/calendar entries.Sync🔗 Github
notesSync notes (called Activities in the Pipeline CRM UI) across deals/people/companiesSync🔗 Github
peopleSync people (contacts/leads) in this account.Sync🔗 Github
teamsSync teams in this account.Sync🔗 Github
usersSync users (team members) in this accountSync🔗 Github

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🚀 Quickstart📚 Pipeline CRM Integration Guides🧩 Pre-built syncs & actions for Pipeline CRM