Use Pipeline CRM with
Sokko.
Connect Pipeline CRM and tell Sokko what to do. It runs the actions you ask for and reacts to what happens. No workflows, no code.
Works with 1,000+ tools · No code required
Actions
Everything Sokko can do in Pipeline CRM
Every Pipeline CRM action Sokko can run. Ask for one in a sentence and it's done.
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.
Get Company by ID
Retrieves comprehensive details for a specific company by ID from Pipeline CRM. Returns complete company information including contact details (multiple phones, email, social media), full address breakdown, owner details, financial metrics (pipeline/won deals totals), custom fields, tags, and next scheduled tasks. Use this when you need detailed information about a company after obtaining its ID from LIST_COMPANIES or CREATE_COMPANY actions.
Get Deal by ID
Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
Get Deal Stage by ID
Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
Get calendar task by ID
Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.
List Companies
List companies in Pipeline CRM with optional filtering, sorting, and pagination. Returns a paginated list of companies with comprehensive details including contact information, address, owner, custom fields, and tags. Supports search filtering and sorting by any field. Use this to retrieve multiple companies or search for specific companies by name or other attributes.
List Leads
Tool to list leads in Pipeline CRM. Use when you need to fetch multiple leads with optional filtering and pagination. For large datasets, iterate through pages using `page` and `per_page` together; a single `per_page` value does not return all leads.
List Deal Stages
Tool to list deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
List calendar tasks
Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.
List Users
List users in Pipeline CRM account with optional pagination. Returns a paginated list of users with their details including email, name, role, status, and admin privileges. Use this to retrieve user information for assignment, reporting, or user management purposes. For large accounts, iterate through pages using `page` and `per_page` parameters. Requires admin access to the API.
Update Company
Tool to update an existing company by ID in Pipeline CRM. Use after confirming the company ID and fields to change.
Get connected
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Sokko works with 1,000+ apps and any MCP server.
Martin
9:53 AM
@Sokko
What can you do with Pipeline CRM?
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Put Sokko to work
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Questions, answered.
Sokko is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Sokko takes the work off your plate.
Sign up to Sokko, ask Sokko to connect to Pipeline CRM, and approve the connection when prompted. From then on you can ask Sokko to do things in Pipeline CRM whenever you need.
No. There's nothing to build or configure. You ask Sokko in Slack the same way you'd ask a colleague, and Sokko handles the rest.
Yes. Ask once and tell Sokko when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
Read and act on data in Pipeline CRM, and trigger workflows when something changes there. Tell Sokko the outcome you want and it handles the rest.
Yes. Sokko connects to 1,000+ apps and any MCP server, so you can ask for tasks that span Pipeline CRM and the rest of your stack in a single request.