Pipeline CRM integration

CRM and support connector, available on Zeplik

Pipeline CRM is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Pipeline CRM and Zeplik can act on your customer relationships and support for you: Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows. You stay in the conversation while the assistant does the work in Pipeline CRM directly.

Zeplik exposes 9 read actions and 6 write actions for Pipeline CRM. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Pipeline CRM without your consent.

Connect Pipeline CRM on Zeplik

Try Pipeline CRM on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with Pipeline CRM

Read from Pipeline CRM (9)

Runs automatically in any conversation.

  • Get company

    Tool to retrieve details for a specific company by id. use after you have the company id.

  • Get deal

    Tool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.

  • Get stage

    Tool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.

  • Get task

    Tool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.

  • List companies

    Tool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.

  • List leads

    Tool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.

  • List stages

    Tool to list deal stages. use when you need to enumerate all stages for deals in pipeline crm.

  • List tasks

    Tool to list calendar tasks. use when retrieving tasks for a deal, company, or person with optional date filters and pagination.

  • List users

    Tool to list users in pipeline crm. use when you need to retrieve all users in your account.

Act in Pipeline CRM (6)

Runs only after you enable write access.

  • 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.

  • Create company

    Tool to create a new company in pipeline crm. use when you need to add a company after gathering its details.

  • 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.

  • Delete task

    Tool to delete a calendar task by id. use after confirming the task exists in pipeline crm.

  • Update company

    Tool to update an existing company by id in pipeline crm. use after confirming the company id and fields to change.

How to connect Pipeline CRM

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Pipeline CRM immediately.

  2. Connect Pipeline CRM

    Open Settings and go to Connectors, then press Connect on Pipeline CRM. You can also connect from the Pipeline CRM page in the app.

  3. Add your Pipeline CRM API key

    Paste your Pipeline CRM API key when prompted. Zeplik stores it securely on the server and starts working with Pipeline CRM right away.

Frequently asked questions

Can I use Pipeline CRM with Zeplik?
Yes. Pipeline CRM is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Pipeline CRM account inside any conversation.
What can Zeplik do with Pipeline CRM?
Once connected, Zeplik has 9 read and 6 write actions for Pipeline CRM. Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
How do I connect Pipeline CRM to Zeplik?
You connect Pipeline CRM by pasting your own Pipeline CRM API key in Settings under Connectors. There is no separate app to install.
Does Zeplik change things in Pipeline CRM without asking?
No. Zeplik reads from Pipeline CRM by default. Any action that changes data in Pipeline CRM requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting Pipeline CRM cost?
Connecting Pipeline CRM is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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