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CRM

Pipeline crm for your Agent

Flow can look up contacts, companies and deals in Pipeline crm, and with read and write access it can update records.

It asks for your approval before it changes anything in Pipeline crm. Connect with an API key from your Pipeline crm account.

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Which Pipeline crm deals are linked to tenders closing this month?

Connect Pipeline crm in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Pipeline crm.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Pipeline crm.

What Flow can do depends on what Pipeline crm offers through its API and on the access you choose.

Things to ask

Type these to Flow once Pipeline crm is connected.

  • Pipeline crm

    Which Pipeline crm deals are linked to tenders closing this month?

  • Pipeline crm

    Create a Pipeline crm deal for the Vienna hospital tender, with its value and deadline.

About Pipeline crm

Pipeline CRM is a sales-focused customer relationship management platform for teams. It helps track leads, manage deals, and streamline sales workflows for better productivity.

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