Pipeline CRM
Sales CRM for companies, deals, calendar tasks, and contact records.
Helps sales teams that create companies and deals with full contact details, schedule calendar tasks, and remove records when stale.
Sign in to connect Pipeline CRM
Sign in to connect an account and start using Pipeline CRM in your apps.
Example Use Cases
These are example ways Snow can use Pipeline CRM when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
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.
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.
Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
Tool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".
Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task 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.
Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.
Tool to retrieve details for a specific stage by ID in Pipeline CRM. Use after confirming the stage ID.
Tool to list calendar tasks. Use when retrieving tasks for a deal, company, or person with optional date filters and pagination.