Pipeliner Tools

Retrieve a list of entity scorings within your CRM. Use this when you need to evaluate and prioritize leads or deals based on scoring criteria. Return...

Retrieve a comprehensive list of all customer accounts in your Pipeliner CRM. Use this tool to manage and analyze account data across your sales proce...

Access a comprehensive list of all leads in your Pipeliner CRM. Ideal for tracking potential sales prospects and updating your sales pipeline. Returns...

Retrieve an array of data records applicable to different components within Pipeliner CRM. Best used when a wide dataset overview is needed for analyt...

List all sales pipelines within your CRM, enabling you to evaluate and manage different sales processes. Suitable for overseeing pipeline statuses and...

Access a list of user profiles in your CRM to manage user roles and permissions. This is crucial for maintaining accurate user access and responsibili...

Access the list of form layouts and views within your CRM, coordinating data capture and entry processes. Useful for evaluating and optimizing form us...

Retrieve details of all custom and standard fields configured in your Pipeliner CRM. Use it during CRM customization or audits to ensure field data co...

Compile a complete list of clients managed in your Pipeliner CRM. This tool is ideal for evaluating client relationships and engagement history. It pr...

Generate a list of sales forecasts from your Pipeliner CRM to track projected revenue and goal progress. Ideal for strategic planning and performance ...

Retrieve a comprehensive list of products from your CRM. Use this when managing inventory or linking products to sales opportunities. Returns product ...

Fetch all sales activities recorded in your Pipeliner CRM, including calls, meetings, and follow-ups. Perfect for tracking team productivity and ensur...

Fetch all memos recorded in your CRM for better note management and historical reference. Use when you need to review past communications or meeting n...

Obtain a list of various entities such as leads, opportunities, and others within your Pipeliner CRM. Useful for a holistic view of all business eleme...

List cloud-based objects utilized in your CRM environment for seamless integration management. Essential when maintaining connections between CRM data...

Obtain a list of entity fitness scores to assess how well entities align with your sales goals. Use this for prioritizing efforts on high-fitness lead...

Retrieve a collection of sales quotes from your Pipeliner CRM. Use this tool when you need to review or analyze current and past sales quotations for ...

Retrieve a list of all tags used within your Pipeliner CRM system. Employ this tool to organize, filter, and categorize contacts, accounts, and opport...

Fetch relationships between opportunities and associated products. Ideal for understanding product-specific sales performance. Returns details on whic...

Get a list of lead opportunities, helping you to track the progress of potential conversions. Suitable for analyzing which leads are most likely to be...

Access the full roster of contacts stored within your CRM system to streamline communication efforts. Use it to ensure up-to-date contact records for ...

List all process steps within your sales pipeline in Pipeliner CRM. This is useful when evaluating the progress or setup of your current sales process...

Retrieve all notes associated with your CRM records. Useful for keeping track of important annotations and ensuring team alignment. Returns note detai...

Access a list of generated reports within your Pipeliner CRM account. Use this feature to obtain insights through various report types tailored to sal...