Pipeline CRM

🚀 Quickstart

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

Create the integration

In Nango (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 secret key, integration ID, and connection ID:

cURL
Node

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

Install Nango’s backend SDK with npm i @nangohq/node. Then run:

import { Nango } from '@nangohq/node';

const nango = new Nango({ secretKey: '<NANGO-SECRET-KEY>' });

const res = await nango.get({
    endpoint: '/api/v3/deals.json',
    providerConfigKey: '<INTEGRATION-ID>',
    connectionId: '<CONNECTION-ID>'
});

console.log(res.data);

Or fetch credentials with the Node SDK or API.✅ You’re connected! Check the Logs tab in Nango to inspect requests.

Implement Nango in your app

Follow our quickstart to integrate Nango in your app.To obtain your own production credentials, follow the connect guide linked below.

📚 Pipeline CRM Integration Guides

How to connect Pipeline CRM (App Key & API Key)
Generate an App Key and find your API Key from your Pipeline CRM admin settings.

Official docs: Pipeline CRM API documentation

🧩 Pre-built syncs & actions for Pipeline CRM

Enable them in your dashboard. Extend and customize to fit your needs.

Others

Function name	Description	Type	Source code
`create-calendar-entry`	Create a new task or event	Action	🔗 Github
`create-comment`	Add a comment to a note.	Action	🔗 Github
`create-company`	Create a new company in Pipeline CRM.	Action	🔗 Github
`create-customer`	Mark a company as a customer (creates a Customer record tied to a company, tracking a health score).	Action	🔗 Github
`create-deal`	Create a new deal.	Action	🔗 Github
`create-document`	Attach a file to a deal, person, or company by URL.	Action	🔗 Github
`create-lead-source`	Create a new lead source.	Action	🔗 Github
`create-note`	Create a new note (activity) associated with a deal, person, or company.	Action	🔗 Github
`create-person`	Create a new person (contact)	Action	🔗 Github
`create-team`	Create a new team.	Action	🔗 Github
`create-webhook`	Subscribe a URL to a webhook event (event_model + event_action combination).	Action	🔗 Github
`delete-calendar-entry`	Delete a calendar entry.	Action	🔗 Github
`delete-comment`	Delete a comment.	Action	🔗 Github
`delete-company`	Delete a company.	Action	🔗 Github
`delete-customer`	Remove a customer record from a company (does not delete the company itself).	Action	🔗 Github
`delete-deal`	Delete a deal.	Action	🔗 Github
`delete-document`	Delete a document.	Action	🔗 Github
`delete-lead-source`	Delete a lead source.	Action	🔗 Github
`delete-note`	Delete a note.	Action	🔗 Github
`delete-person`	Delete a person.	Action	🔗 Github
`delete-team`	Delete a team.	Action	🔗 Github
`get-account-notification`	Get a single account notification by id.	Action	🔗 Github
`get-calendar-entry`	Get a single calendar entry (task or event) by id.	Action	🔗 Github
`get-company`	Get a single company by id.	Action	🔗 Github
`get-deal`	Get a single deal by id.	Action	🔗 Github
`get-document`	Get a single document by id.	Action	🔗 Github
`get-note`	Get a single note by id.	Action	🔗 Github
`get-person`	Get a single person by id.	Action	🔗 Github
`get-profile`	Get the profile of the user this API key belongs to.	Action	🔗 Github
`get-team`	Get a single team by id.	Action	🔗 Github
`get-user`	Get a single user by id.	Action	🔗 Github
`list-account-notifications`	List system-generated account notifications for the authenticated user.	Action	🔗 Github
`list-calendar-entries`	List calendar entries — a unified model covering both Tasks and Events.	Action	🔗 Github
`list-calendar-entry-priorities`	List priority levels that can be assigned to a calendar entry.	Action	🔗 Github
`list-calendar-entry-statuses`	List statuses that can be assigned to a calendar entry.	Action	🔗 Github
`list-comments`	List comments on a note.	Action	🔗 Github
`list-companies`	List companies in this account.	Action	🔗 Github
`list-company-custom-field-groups`	List custom field groups defined for companies.	Action	🔗 Github
`list-company-custom-field-labels`	List individual custom field definitions available on companies.	Action	🔗 Github
`list-company-tags`	List tags available for tagging companies.	Action	🔗 Github
`list-custom-field-dropdown-entries`	List the picklist option values for dropdown-type custom fields.	Action	🔗 Github
`list-deal-custom-field-groups`	List custom field groups defined for deals.	Action	🔗 Github
`list-deal-custom-field-labels`	List individual custom field definitions available on deals.	Action	🔗 Github
`list-deal-loss-reasons`	List reasons that can be assigned when marking a deal lost.	Action	🔗 Github
`list-deal-pipelines`	List deal pipelines configured on this account.	Action	🔗 Github
`list-deal-stages`	List deal stages (steps within a pipeline) configured on this account.	Action	🔗 Github
`list-deal-statuses`	List deal statuses configured on this account.	Action	🔗 Github
`list-deal-tags`	List tags available for tagging deals.	Action	🔗 Github
`list-deal-won-reasons`	List reasons that can be assigned when marking a deal won.	Action	🔗 Github
`list-deals`	List deals in this account.	Action	🔗 Github
`list-document-tags`	List tags available for tagging documents/files.	Action	🔗 Github
`list-documents`	List documents (called “Files” in the Pipeline CRM UI) attached to deals/people/companies/calendar entries.	Action	🔗 Github
`list-event-categories`	List categories that can be assigned to a calendar entry (task or event).	Action	🔗 Github
`list-lead-sources`	List lead sources (how a person/deal originated) configured on this account.	Action	🔗 Github
`list-lead-statuses`	List lead statuses configured for People records.	Action	🔗 Github
`list-note-categories`	List categories that can be assigned to a note (activity).	Action	🔗 Github
`list-notes`	List notes (activities) scoped to a deal, person, company, or across the account.	Action	🔗 Github
`list-people`	List people (contacts/leads) in this account.	Action	🔗 Github
`list-person-custom-field-groups`	List custom field groups defined for people.	Action	🔗 Github
`list-person-custom-field-labels`	List individual custom field definitions available on people.	Action	🔗 Github
`list-person-tags`	List predefined tags available for tagging people/contacts.	Action	🔗 Github
`list-product-lines`	List product lines configured on this account for tagging deals, people, and companies.	Action	🔗 Github
`list-revenue-types`	List revenue types (e.g. New, Renewal) that can be assigned to a deal.	Action	🔗 Github
`list-teams`	List teams in this account.	Action	🔗 Github
`list-users`	List users (team members) in this account.	Action	🔗 Github
`list-webhooks`	List webhook subscriptions configured on this account.	Action	🔗 Github
`update-account-notification`	Mark an account notification as seen/read.	Action	🔗 Github
`update-calendar-entry`	Update a calendar entry, e.g. mark a task complete.	Action	🔗 Github
`update-comment`	Update an existing comment.	Action	🔗 Github
`update-company`	Update fields on an existing company	Action	🔗 Github
`update-customer`	Update a customer record (e.g. reassign owner).	Action	🔗 Github
`update-deal`	Update fields on an existing deal.	Action	🔗 Github
`update-document`	Update a document’s title or re-point it to a new file URL.	Action	🔗 Github
`update-lead-source`	Update a lead source.	Action	🔗 Github
`update-note`	Update the content of an existing note.	Action	🔗 Github
`update-person`	Update fields on an existing person.	Action	🔗 Github
`update-team`	Update a team’s name.	Action	🔗 Github
`update-user`	Update fields on an existing user.	Action	🔗 Github
`calendar_entries`	Sync calendar entries (Tasks + Events) across the account	Sync	🔗 Github
`companies`	Sync companies in this account.	Sync	🔗 Github
`deals`	Sync deals in this account.	Sync	🔗 Github
`documents`	Sync documents (files) attached to deals/people/companies/calendar entries.	Sync	🔗 Github
`notes`	Sync notes (called Activities in the Pipeline CRM UI) across deals/people/companies	Sync	🔗 Github
`people`	Sync people (contacts/leads) in this account.	Sync	🔗 Github
`teams`	Sync teams in this account.	Sync	🔗 Github
`users`	Sync users (team members) in this account	Sync	🔗 Github

Overview

900+ APIs & Integrations

🚀 Quickstart

📚 Pipeline CRM Integration Guides

🧩 Pre-built syncs & actions for Pipeline CRM

Others

​🚀 Quickstart

​📚 Pipeline CRM Integration Guides

​🧩 Pre-built syncs & actions for Pipeline CRM

​Others

🚀 Quickstart

📚 Pipeline CRM Integration Guides

🧩 Pre-built syncs & actions for Pipeline CRM

Others