Use Pipeline CRM from Claude
Add the Pipeline CRM connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorPipeline CRM
Pipeline CRM integration for Claude and Codex
Create a Pipeline CRM connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Pipeline CRM from Codex
Add the Pipeline CRM connection to a Space that runs Codex, then use it from every channel in that Space.
Use Pipeline CRM from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Pipeline CRM connector can do
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
One connection, many Spaces
Connect Pipeline CRM once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Create Pipeline CRM Company
Creates 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.
- 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 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.
- Delete calendar task
Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
Connection
API and auth details
Pipeline CRM provides API access for sales-focused CRM workflows. Integrations can work with contacts, companies, deals, activities, pipelines, tasks, custom fields, notes, and sales automation data to connect Pipeline CRM with reporting, marketing, and operations systems.
- Source
- Type catalog metadata
- Auth schemes
- API key
- Official site
- https://pipelinecrm.com/
FAQ
Questions people ask before connecting Pipeline CRM
Can Claude use Pipeline CRM?
Yes. Add a Pipeline CRM connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Pipeline CRM through Type?
Yes. Add a Pipeline CRM connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Pipeline CRM MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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