PipelineDeals API

Name: PipelineDeals API
Brand: PipelineDeals API
Availability: InStock

✓ Official Vendor SpecCRMDeal PipelineapiKey50 EndpointsREST

For Agents

Manage sales deals, contacts, companies, activities, and custom pipelines in PipelineDeals CRM. Supports 50 endpoints covering the full sales cycle from lead to close.

Install Jentic One Beta

Connect the PipelineDeals API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the PipelineDeals API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fpipelinedeals.com%2Fpipelinedeals" | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fpipelinedeals.com%2Fpipelinedeals" | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with PipelineDeals API.

Create and move deals through custom pipeline stages with monetary values and close dates

Manage people and company contacts with custom fields, tags, and relationship hierarchies

Log activities including calls, meetings, emails, and tasks with time tracking and reminders

GET STARTED

Start building with PipelineDeals API

Explore with Jentic One

View OpenAPI Document

Use Cases

Patterns agents use PipelineDeals API for, with concrete tasks.

★ AI-Powered Sales Pipeline Automation

Enable AI agents to automate deal progression, activity logging, and contact enrichment without manual CRM data entry. Agents discover deal and activity endpoints via Jentic's intent search, create deals from inbound leads, log follow-up activities, update deal stages based on customer interactions, and generate pipeline reports - all programmatically in real time.

Create a new deal titled 'Enterprise Plan - Acme Corp' with value $75,000 and close date 30 days out, associate with existing company 'Acme Corp', log an initial discovery call activity, and set a follow-up task for next week

Lead-to-Deal Conversion Tracking

Track the complete journey from lead capture to deal closure with detailed activity history and stage progression. The API provides deal history endpoints showing all status changes, activity logs, and field updates with timestamps and user attribution. Sales operations teams can analyze conversion rates, time-in-stage metrics, and identify bottlenecks in the sales process.

Retrieve all deals created in the last quarter, for each deal fetch complete history of stage changes and activities, calculate average time spent in each stage, and identify deals stuck in 'Proposal' stage for more than 14 days

Contact and Company Relationship Management

Manage person contacts and company accounts with hierarchical relationships, custom fields, and tags. The API supports creating people with company associations, updating contact details, and querying by custom field values. Integration with enrichment services can automatically populate contact data, company information, and social profiles.

Search for a person by email 'jane@acme.com', if found update their phone and title, if not found create new person and associate with company 'Acme Corp' (creating company if needed), then tag person with 'Decision Maker'

Sales Activity Logging and Task Management

Automate activity logging and task creation based on customer interactions captured in email, calendar, or communication platforms. The API supports creating activities of various types (call, meeting, email, task) with descriptions, duration, and associations to deals or people. Tasks can include due dates, reminders, and completion tracking.

When a customer meeting is detected in calendar, create an activity of type 'meeting' in PipelineDeals associated with their deal, log meeting notes, and automatically create a follow-up task for 2 days later with reminder

Key Endpoints

50 endpoints — pipelinedeals is a sales crm focused on relationship-driven selling with visual pipeline management, contact tracking, activity logging, and deal forecasting.

METHOD

PATH

DESCRIPTION

POST

/api/v3/deals.json

Create a new deal

GET

/api/v3/deals.json

List deals with filtering

PUT

/api/v3/deals/{id}.json

Update deal stage, value, or custom fields

POST

/api/v3/people.json

Create a new person contact

POST

/api/v3/companies.json

Create a new company

POST

/api/v3/activities.json

Log a sales activity

GET

/api/v3/deals/{id}/history.json

Get deal change history

POST

/api/v3/deals.json

Create a new deal

GET

/api/v3/deals.json

List deals with filtering

PUT

/api/v3/deals/{id}.json

Update deal stage, value, or custom fields

POST

/api/v3/people.json

Create a new person contact

POST

/api/v3/companies.json

Create a new company

Why Jentic?

What agents get from Jentic-routed access to this vendor.

Setup

Wiring PipelineDeals by hand means managing its API key, paging through deals, people, and companies, and handling retries yourself. Through Jentic you install once, import PipelineDeals from the API Directory, store the key once, and your agent calls it.

Permission scoping

You limit the agent to the operations it needs, such as creating a deal, adding a person, or logging an activity. Because you choose the allowed operations, updating a deal stays out of scope unless you add it.

Credential isolation

Your PipelineDeals API key is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'create a deal in PipelineDeals' or 'add a company', and Jentic returns the matching PipelineDeals operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

FAQs

Specific to using PipelineDeals API through Jentic.

What authentication does the PipelineDeals API use?

The API uses API key authentication passed as the 'api_key' query parameter on every request. API keys are found in Settings > Integrations > API in the PipelineDeals dashboard. Through Jentic, API keys are stored encrypted in the vault and agents receive authenticated requests without the raw key appearing in context.

Can I move deals between pipeline stages via the API?

Yes. Use PUT /api/v3/deals/{id}.json with the 'deal_stage_id' parameter set to the target stage ID. Stage IDs are retrieved via GET /api/v3/deal_stages.json. When moving stages, you can also update the deal's probability, expected close date, and custom fields in the same request.

What are the rate limits?

PipelineDeals enforces 120 requests per minute per API key for standard plans. Enterprise plans have higher limits. Rate limit headers (X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset) are included in responses. Exceeding limits returns HTTP 429 with retry-after guidance.

How do custom fields work?

Custom fields are defined at the account level via Settings > Custom Fields or the API. Each field has a unique key that appears in deal, person, or company objects. When creating or updating records via API, include custom field values in the 'custom_fields' object using the field key. Common field types include text, number, date, dropdown, and checkbox.

Can I log activities from external systems like email?

Yes. POST /api/v3/activities.json creates activities with type (call, email, meeting, task), description, duration, associated deal or person IDs, and completed status. This enables syncing activities from Gmail, Outlook, Slack, or custom communication systems into the CRM activity timeline.

Is the API available on all plans?

API access is available on all paid PipelineDeals plans (Start, Develop, Grow, Enterprise) starting at $25/user/month. There is no separate API fee. Free trial includes API access for evaluation. Rate limits and feature availability vary by plan tier.

Can I limit what my agent is allowed to do with the PipelineDeals API?

Yes. Because Jentic One is self-hosted, you decide which PipelineDeals operations your agent may call, so you can allow only what it needs, such as creating a deal, adding a person, or logging an activity. Any operation you do not add stays out of scope, meaning something like updating a deal's stage is unavailable to the agent until you explicitly permit it. Your PipelineDeals API key is held by your own instance and injected at execution time, so the agent never sees the raw key and can only act within the operations you have authorized.

PipelineDeals API

Connect the PipelineDeals API to your agent

Capabilities

Start building with PipelineDeals API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs