Customer Relationship Management (Crm)

Pipeline crm

Learn how to use Pipeline crm with Composio

Overview

SLUG: PIPELINE_CRM

Description

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

Authentication Details

generic_api_key
stringRequired

Connecting to Pipeline crm

Create an auth config

Use the dashboard to create an auth config for the Pipeline crm toolkit. This allows you to connect multiple Pipeline crm accounts to Composio for agents to use.

1

Select App

Navigate to [Pipeline crm](https://platform.composio.dev/marketplace/Pipeline crm).

2

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

3

Create and Get auth config ID

Click “Create Pipeline crm Auth Config”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using API Key

1from composio import Composio
2
3# Replace these with your actual values
4pipeline_crm_auth_config_id = "ac_YOUR_PIPELINE_CRM_CONFIG_ID" # Auth config ID created above
5user_id = "0000-0000-0000"  # UUID from database/app
6
7composio = Composio()
8
9def authenticate_toolkit(user_id: str, auth_config_id: str):
10    # Replace this with a method to retrieve an API key from the user.
11    # Or supply your own.
12    user_api_key = input("[!] Enter API key")
13
14    connection_request = composio.connected_accounts.initiate(
15        user_id=user_id,
16        auth_config_id=auth_config_id,
17        config={"auth_scheme": "API_KEY", "val": user_api_key}
18    )
19
20    # API Key authentication is immediate - no redirect needed
21    print(f"Successfully connected Pipeline crm for user {user_id}")
22    print(f"Connection status: {connection_request.status}")
23    
24    return connection_request.id
25
26
27connection_id = authenticate_toolkit(user_id, pipeline_crm_auth_config_id)
28
29# You can verify the connection using:
30connected_account = composio.connected_accounts.get(connection_id)
31print(f"Connected account: {connected_account}")

Tools

Executing tools

To prototype you can execute some tools to see the responses and working on the [Pipeline crm toolkit’s playground](https://app.composio.dev/app/Pipeline crm)

Python
1from composio import Composio
2from openai import OpenAI
3import json
4
5openai = OpenAI()
6composio = Composio()
7
8# User ID must be a valid UUID format
9user_id = "0000-0000-0000"  # Replace with actual user UUID from your database
10
11tools = composio.tools.get(user_id=user_id, toolkits=["PIPELINE_CRM"])
12
13print("[!] Tools:")
14print(json.dumps(tools))
15
16def invoke_llm(task = "What can you do?"):
17    completion = openai.chat.completions.create(
18        model="gpt-4o",
19        messages=[
20            {
21                "role": "user",
22                "content": task,  # Your task here!
23            },
24        ],
25        tools=tools,
26    )
27
28    # Handle Result from tool call
29    result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30    print(f"[!] Completion: {completion}")
31    print(f"[!] Tool call result: {result}")
32
33invoke_llm()

Tool List

Tool Name: Create Pipeline CRM Company

Description

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

Action Parameters

check_for_duplicates
boolean
company
objectRequired
deliver_assignment_email
booleanDefaults to True
todo_template_id
integer
todo_template_user_id
integer

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Create Deal

Description

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.

Action Parameters

deal
objectRequired
deliver_assignment_email
booleanDefaults to True
todo_template_id
integer
todo_template_user_id
integer

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Delete Company

Description

Tool to delete a company by id in pipeline crm. use after confirming the company id is correct. example: "delete company with id 123".

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Delete Deal

Description

Tool to delete a deal by id. use when you need to remove a deal from pipeline crm.

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Company by ID

Description

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

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Deal by ID

Description

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

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Deal Stage by ID

Description

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

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get calendar task by ID

Description

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

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Companies

Description

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

Action Parameters

page
integer
per_page
integer
search
string
sort_by
string
sort_direction
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Leads

Description

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

Action Parameters

created_from_date
string
created_to_date
string
page
integer
per_page
integer
updated_from_date
string
updated_to_date
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Deal Stages

Description

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

Action Parameters

page
integer
per_page
integer

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List calendar tasks

Description

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

Action Parameters

company_id
integer
deal_id
integer
from_date
string
page
integerDefaults to 1
per_page
integerDefaults to 200
person_id
integer
to_date
string

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: List Users

Description

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

Action Parameters

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Delete calendar task

Description

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

Action Parameters

id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Update Company

Description

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

Action Parameters

company
objectRequired
deliver_reassignment_email
boolean
id
integerRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired