canonical: https://jentic.com/apis/pipelinercrm.com/pipeliner-crm

# Pipeliner CRM API

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.

## For AI 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.

## Scope

Does not handle marketing automation, customer service ticketing, or billing - use for enterprise sales pipeline management, account-based selling, and sales forecasting only.

## Capabilities

- 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

### 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.

Example prompt: 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.

Example prompt: 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.

Example prompt: 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.

Example prompt: 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

| 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 |

## Key resources

- **Opportunities** — Create, update, and track opportunities through pipeline stages with values and probabilities
- **Accounts** — Manage company accounts with hierarchies, industries, and relationship data
- **Contacts** — Track individual contacts with buying center roles and stakeholder influence
- **Activities** — Log sales activities with types, outcomes, and associations to opportunities
- **Sales Units** — Manage sales teams, territories, and hierarchical ownership structures
- **Pipelines** — Configure custom sales pipelines with stages, probabilities, and milestones
- **Custom Fields** — Define and manage custom data fields with validation and dependencies
- **Documents** — Attach files and documents to opportunities and accounts with version control
- **Reports** — Generate real-time reports on pipeline, forecast, and sales performance

## Why Jentic

- **Setup:** Wiring Pipeliner CRM by hand means implementing its OAuth 2.0 flow, managing token refresh, paging through opportunities and accounts, and handling retries yourself. Through Jentic you install once, import Pipeliner CRM from the API Directory, store the token once, and your agent calls it.
- **Permission scoping:** You limit the agent to the operations it needs, such as creating an opportunity, adding an account, or reading a forecast. Because you choose the allowed operations, updating an opportunity stays out of scope unless you add it.
- **Credential handling:** Your Pipeliner CRM OAuth tokens are stored once, encrypted, by your own Jentic One instance and injected at execution time. They never enter the agent's prompt, logs, or context.
- **Discovery method:** Agents search Jentic by intent such as 'create an opportunity in Pipeliner CRM' or 'read a pipeline forecast', and Jentic returns the matching Pipeliner operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **Salesforce Sales Cloud API** — Enterprise CRM platform with extensive customization and ecosystem
- **HubSpot CRM Deals** — CRM with marketing automation and visual deal pipelines

## FAQ

### 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.

### Can I limit what my agent is allowed to do with the Pipeliner CRM API?

Yes. Because Jentic One is self-hosted, you run it and your own rules decide which Pipeliner CRM operations and OAuth credentials the agent may use. You can allow just the operations it needs, such as creating an opportunity, adding an account, or reading a pipeline forecast, and anything you do not add stays out of reach. If you never grant it, updating an opportunity stage remains out of scope, and the stored token is injected at execution time so it never enters the agent's context.