Pipeliner CRM API
✓ Official Vendor SpecCRMDeal Pipelineoauth2120 EndpointsREST
For Agents
Manage sales opportunities, accounts, contacts, activities, and visual pipelines in Pipeliner CRM. Supports 120 endpoints covering the complete enterprise sales cycle with AI-powered insights.
Use for: I need to create a new opportunity with value, stage, and account association, Move an opportunity to the next pipeline stage and update close probability, Create an account for a new company with industry and employee count, Add a contact with role in the buying center (champion, decision maker, influencer)
Not supported: Does not handle marketing automation, customer service ticketing, or billing — use for enterprise sales pipeline management, account-based selling, and sales forecasting only.
Pipeliner CRM provides visual sales pipeline management with instant insights, AI-powered analytics, and relationship intelligence. The API exposes comprehensive access to opportunities (deals), accounts, contacts, activities, sales units, pipeline stages, custom fields, documents, and real-time reporting. Built for enterprise sales teams, sales operations, and integration platforms requiring full control over complex sales processes with visual pipeline workflows and advanced forecasting.
Install Jentic One Beta
Connect the Pipeliner CRM API to your agent
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Pipeliner CRM 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.
1
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh2
Step 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register # connects your agent to your Jentic One instanceJentic 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 Pipeliner CRM API.
Create and manage opportunities through custom pipeline stages with values, probabilities, and close dates
Track accounts (companies) and contacts with relationship hierarchies and buying center roles
Log activities including calls, meetings, emails, and tasks with time tracking and outcomes
Configure custom fields, data types, and validation rules for opportunities and contacts
Access AI-powered insights including deal health scores, pipeline risk analysis, and win probability
Manage sales units (teams), territories, and ownership hierarchies for enterprise sales structures
Generate real-time reports on pipeline coverage, forecast accuracy, and sales performance metrics
Attach documents, notes, and files to opportunities and accounts with version control
Use Cases
Patterns agents use Pipeliner CRM API for, with concrete tasks.
★ AI Agent Enterprise Sales Automation
Enable AI agents to orchestrate complex enterprise sales processes including opportunity management, buying center mapping, multi-touch activity tracking, and forecast generation. Agents discover opportunity and account endpoints via Jentic's intent search, create opportunities from qualified leads, map stakeholders to buying center roles, log multi-threaded sales activities, and generate pipeline reports — all programmatically with enterprise-grade data governance.
Create a new opportunity titled 'Enterprise License - Global Manufacturing Co' with value $250,000 and close date 90 days out, associate with account 'Global Manufacturing Co', add three contacts with buying center roles (economic buyer, champion, technical evaluator), log initial discovery meeting activity, and retrieve AI-powered deal health score
Visual Pipeline Management and Forecasting
Manage opportunities across visual pipeline stages with probability weighting, sales velocity tracking, and forecast roll-ups by team and time period. The API provides pipeline stage configuration, opportunity stage transitions with history, and real-time forecast calculations. Sales leaders can automate weekly forecast reviews, identify at-risk deals, and track pipeline coverage ratios.
Retrieve all opportunities owned by the 'Enterprise Sales' team, group by pipeline stage, calculate weighted pipeline value using stage probabilities, identify opportunities with close dates this quarter and probability >70%, and generate forecast report with best case, most likely, and worst case scenarios
Account-Based Selling and Buying Center Mapping
Implement account-based selling strategies by tracking account relationships, identifying buying center members, and mapping stakeholder influence. The API supports creating accounts with hierarchies (parent/subsidiary), adding contacts with roles (decision maker, champion, influencer, blocker), and tracking relationship strength. Sales teams can visualize organizational structures and plan multi-threaded engagement strategies.
For account 'Enterprise Corp', retrieve all associated contacts and opportunities, identify contacts with role 'decision maker' or 'economic buyer', check which opportunities they are associated with, and generate a stakeholder influence map showing decision maker coverage across active opportunities
Sales Activity Intelligence and Reporting
Track and analyze sales activities across the team including call volumes, meeting frequency, email cadence, and activity-to-opportunity conversion. The API provides activity logging with types, outcomes, duration, and associations to opportunities and contacts. Sales operations can build dashboards showing activity metrics, rep productivity, and correlations between activity patterns and win rates.
Query all activities for the sales team in the last 30 days, group by activity type (call, meeting, email), calculate average activities per rep per day, identify reps with below-average activity levels, and cross-reference with their opportunity close rates to identify coaching opportunities
Key Endpoints
120 endpoints — pipeliner crm provides visual sales pipeline management with instant insights, ai-powered analytics, and relationship intelligence.
METHOD
PATH
DESCRIPTION
POST
/api/v100/opportunities
Create a new opportunity
GET
/api/v100/opportunities
List opportunities with filtering
PUT
/api/v100/opportunities/{id}
Update opportunity stage, value, or custom fields
POST
/api/v100/accounts
Create a new account
POST
/api/v100/contacts
Create a new contact
POST
/api/v100/activities
Log a sales activity
GET
/api/v100/opportunities/{id}/insights
Get AI-powered opportunity insights
GET
/api/v100/pipelines/{id}/forecast
Retrieve pipeline forecast data
POST
/api/v100/opportunities
Create a new opportunity
GET
/api/v100/opportunities
List opportunities with filtering
PUT
/api/v100/opportunities/{id}
Update opportunity stage, value, or custom fields
POST
/api/v100/accounts
Create a new account
POST
/api/v100/contacts
Create a new contact
POST
/api/v100/activities
Log a sales activity
GET
/api/v100/opportunities/{id}/insights
Get AI-powered opportunity insights
GET
/api/v100/pipelines/{id}/forecast
Retrieve pipeline forecast data
Why Jentic?
Three things that make agents converge on Jentic-routed access.
Credential isolation
Pipeliner CRM OAuth 2.0 tokens are stored encrypted in the Jentic vault and refreshed automatically before expiration. Agents receive authenticated API calls — raw tokens never appear in the agent's context.
Intent-based discovery
Agents search by intent (e.g., 'create an opportunity in Pipeliner CRM') and Jentic returns matching Pipeliner operations with their input schemas, including required fields like name, value, stage, and account.
Time to first call
Direct Pipeliner CRM integration: 3-5 days for OAuth setup, opportunity schema discovery, custom field mapping, and pipeline configuration. Through Jentic: under 1 hour — search, load schema, execute.
Related APIs
Alternatives and complements available in the Jentic catalogue.
Alternative
Microsoft Dynamics 365 Sales API
Enterprise CRM with deep Microsoft 365 integration and AI capabilities
Choose Dynamics 365 for Microsoft ecosystem integration; choose Pipeliner for standalone visual CRM with simpler deployment and intuitive pipeline management
FAQs
Specific to using Pipeliner CRM API through Jentic.
What authentication does the Pipeliner CRM API use?
The API uses OAuth 2.0 for authentication. Apps register in the Pipeliner admin panel, redirect users for authorization, and receive access tokens for API calls. Refresh tokens enable long-lived access. Through Jentic, OAuth tokens are stored encrypted and refreshed automatically — raw credentials never appear in agent context.
Can I access AI-powered insights via the API?
Yes. GET /api/v100/opportunities/{id}/insights returns AI-generated deal health scores, risk factors, win probability adjustments, and recommended next actions. Insights are calculated based on activity patterns, stakeholder engagement, deal velocity, and historical win/loss patterns. Available on Enterprise plans with AI features enabled.
How do I manage buying center roles for contacts?
When creating or updating contacts via POST/PUT /api/v100/contacts, include the 'role' field with values like 'decision_maker', 'economic_buyer', 'champion', 'influencer', 'technical_evaluator', or 'blocker'. Associate contacts to opportunities via the 'opportunity_contact' relationship to track role coverage per opportunity.
What are the rate limits?
Pipeliner CRM enforces 300 requests per minute per OAuth client for standard operations and 60 requests per minute for report generation. Enterprise plans have higher limits. Rate limit headers (X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset) are returned in responses. Exceeding limits returns HTTP 429.
Can I configure custom fields via the API?
Yes. POST /api/v100/custom_fields creates custom fields for opportunities, accounts, or contacts. Specify field type (text, number, date, picklist, multi-select), validation rules, and dependencies. Custom field values are included in entity GET/POST/PUT operations using the custom field's unique identifier.
Is the Pipeliner CRM API available on all plans?
API access is available on Business, Enterprise, and Unlimited plans starting at $65/user/month. Starter plan does not include API access. All API-enabled plans include OAuth 2.0 authentication, webhooks, and custom integrations. AI-powered insights require Enterprise or Unlimited plans.
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