Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows. On Nagent, Pipeline CRM is exposed as a fully-configurable crm integration that any agent can call — 15 actions, and API key authentication. No code is required to wire Pipeline CRM into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Pipeline CRM to automate the kinds of tasks crm teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Pipeline CRM into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Pipeline CRM, with input parameters and output schema. Drop these into any step of an agent built in Helix.
PIPELINE_CRM_CREATE_COMPANYCreates 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. You can optionally include contact information (email, phone, fax), address details, social media links, and assign owners or tags. Set check_for_duplicates=true to prevent creating companies with duplicate names.
Input parameters
Company details object. Required field: 'name' (str). Optional fields: 'email' (str), 'web' (str), 'description' (str), 'phone1/2/3/4' (str), 'phone1/2/3/4_desc' (str), 'fax' (str), 'address_1' (str), 'address_2' (str), 'city' (str), 'state' (str), 'postal_code' (int), 'country' (str), 'instant_message' (str), 'twitter' (str), 'facebook_url' (str), 'linked_in_url' (str), 'owner_id' (int), 'shared_user_ids' (list of int), 'tag_ids' (list of int), 'custom_fields' (dict).
ID of a todo template to automatically apply to this newly created company. Creates tasks based on the template.
If true, returns a 422 error when a company with the same name already exists. If false (default), allows creating duplicate companies.
User ID to assign as the owner of tasks created from the todo template. Only used when todo_template_id is provided.
If true (default), sends an assignment notification email to the company owner. Set to false to create the company without sending notification emails.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_CREATE_DEALTool 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.
Input parameters
Deal attributes payload
ID of a todo template to apply
Owner ID for tasks generated by todo template
Send assignment email if assigned to a user; set false to suppress
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_DELETE_COMPANYTool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".
Input parameters
Unique integer ID of the company to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_DELETE_DEALTool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
Input parameters
Unique identifier of the deal to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_DELETE_TASKTool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
Input parameters
ID of the calendar entry (task) to delete
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_GET_COMPANYRetrieves 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 details, financial metrics (pipeline/won deals totals), custom fields, tags, and next scheduled tasks. Use this when you need detailed information about a company after obtaining its ID from LIST_COMPANIES or CREATE_COMPANY actions.
Input parameters
ID of the company to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_GET_DEALTool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
Input parameters
Unique identifier of the deal to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_GET_STAGETool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
Input parameters
Unique identifier of the stage to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_GET_TASKTool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.
Input parameters
ID of the calendar task to retrieve
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_COMPANIESList 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. Supports search filtering and sorting by any field. Use this to retrieve multiple companies or search for specific companies by name or other attributes.
Input parameters
Page number to retrieve, must be ≥ 1
Search term to filter companies by relevant fields
Field name to sort by (e.g., "name")
Number of companies per page, must be ≥ 1
Sort order: asc for ascending or desc for descending
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_LEADSTool 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` value does not return all leads.
Input parameters
Page number to retrieve, must be ≥ 1
Number of leads per page, must be ≥ 1
Only include leads created on or before this date (YYYY-MM-DD)
Only include leads updated on or before this date (YYYY-MM-DD)
Only include leads created on or after this date (YYYY-MM-DD)
Only include leads updated on or after this date (YYYY-MM-DD)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_STAGESTool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
Input parameters
Page number for pagination (must be >=1)
Number of items per page for pagination (1-200)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_TASKSTool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
Input parameters
Page number to fetch (default 1).
Filter tasks by deal ID.
Filter tasks due on or before this date (YYYY-MM-DD).
Number of items per page (max 200, default 200).
Filter tasks due on or after this date (YYYY-MM-DD).
Filter tasks by person ID.
Filter tasks by company ID.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_LIST_USERSList 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 assignment, reporting, or user management purposes. For large accounts, iterate through pages using `page` and `per_page` parameters. Requires admin access to the API.
Input parameters
Page number to retrieve, must be >= 1
Number of users per page (1-200, default 200)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
PIPELINE_CRM_UPDATE_COMPANYTool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.
Input parameters
ID of the company to update
Dictionary of company fields to update. Available fields include: name (str), description (str), email (str), web (str), fax (str), phone1/phone2/phone3/phone4 (str), phone1_desc/phone2_desc/phone3_desc/phone4_desc (str), address_1 (str), address_2 (str), city (str), state (str), postal_code (int or str), country (str), facebook_url (str), linked_in_url (str), twitter (str), instant_message (str), owner_id (int), shared_user_ids (list of int), tag_ids (list of int). Only include fields you want to update.
If false, suppresses sending reassignment email when changing owner_id; default is true
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 85 agents privately built on Nagent that already use Pipeline CRM.
Build on Nagent
Connect Pipeline CRM to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Pipeline CRM, and click "Connect Now." You'll authenticate with an API key — Nagent handles credential storage and refresh automatically. Once connected, Pipeline CRM is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Pipeline CRM is connected, you configure its 15 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Pipeline CRM steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Pipeline CRM event fires, the agent kicks off automatically.
Every Pipeline CRM action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Pipeline CRM ships with 15 pre-built crm actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Pipeline CRM together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Pipeline CRM-based workflows tailored to your business.