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.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Pipeline CRM connector can do
Pipeline CRM tracks leads, deals, and sales activity for teams that want a straightforward view of their pipeline. Once it's connected to a type.com Space, reps can ask the agent to log a new company, open a deal, or clear out a duplicate record, so pipeline hygiene happens as part of the normal conversation instead of a separate cleanup pass.
One connection, many Spaces
Connect Pipeline CRM once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Pipeline CRM in type.com
Log a new account right after a call
Create the company record the moment a prospect is qualified, instead of batching it for later.
Create a Pipeline CRM company for Acme Logistics with their address and main phone number.
Open a deal with the right stage
Start tracking a new opportunity with its value and stage set from the start.
Create a deal named 'Acme Logistics - Platform' worth 18,000 USD in stage 2.
Clean up stale CRM records
Remove old or duplicate deals and companies once a rep confirms they're no longer needed.
Delete the duplicate 'Acme Logistics Inc' company in Pipeline CRM, keep the one with the recent activity.
Representative actions
- Create Pipeline CRM Company
Adds a new company record with contact details and address; only the company name is required.
- Create Deal
Opens a new deal with a name, value, and stage for tracking an opportunity.
- Delete Company
Removes a company record by ID once it's confirmed as correct.
- Delete Deal
Removes a deal record from Pipeline CRM by ID.
- Delete calendar task
Removes a scheduled calendar task from Pipeline CRM by ID.
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.com catalog metadata
- Auth schemes
- API key
- Official site
- https://pipelinecrm.com/
FAQ
Questions people ask before connecting Pipeline CRM
Can Claude create deals in Pipeline CRM?
Yes. With a Pipeline CRM connection shared to a type.com Space, the agent can create companies and deals, and delete stale records, directly from a thread.
How is Pipeline CRM authenticated in type.com?
Pipeline CRM uses an API key, added once by an admin when the connection is set up and shared with specific Spaces.
Can pipeline cleanup run on a schedule?
Yes. A type.com automation can scan Pipeline CRM on a recurring basis, for example flagging deals with no activity in 30 days, and post the list to a channel.
Is this the same as a Pipeline CRM MCP server?
Not exactly. type.com 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.
More sales & crm connectors
All Sales & CRM integrationsConnect Apollo to Claude in type.com to bulk enrich people and companies, move account stages, and add qualified contacts to Apollo email sequences.
Connect Attio to Claude in type.com to upsert people and companies, update record attributes, add records to lists, and search your Attio workspace.
Connect Zoho to Claude in type.com to create Zoho CRM records and tags, convert leads into contacts and deals, and read module field metadata.
Connect Freshdesk to Claude in type.com to add ticket notes, manage watchers and access, and bulk update tickets in one thread.