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Beyond-Bot.ai + pipeline_crm
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to pipeline_crm.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in pipeline_crm.
Trigger Workflows
Start automated workflows in pipeline_crm based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within pipeline_crm.
Pipeline Crm 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.
Pipeline Crm 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.
Pipeline Crm 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".
Pipeline Crm Delete Deal
Tool to delete a deal by id. use when you need to remove a deal from pipeline crm.
Pipeline Crm Get Company
Tool to retrieve details for a specific company by id. use after you have the company id.
Pipeline Crm Get Deal
Tool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.
Pipeline Crm Get Stage
Tool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.
Pipeline Crm Get Task
Tool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.
Pipeline Crm List Companies
Tool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.
Pipeline Crm List Leads
Tool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.
Pipeline Crm List Stages
Tool to list deal stages. use when you need to enumerate all stages for deals in pipeline crm.
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.
Pipeline Crm List Users
Tool to list users in pipeline crm. use when you need to retrieve all users in your account.
Pipeline Crm Pipeline Crm Delete Task
Tool to delete a calendar task by id. use after confirming the task exists in pipeline crm.
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.