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Overview/CRM

Pipelines

5 read5 write

Sales pipelines, stages, opportunities and board views.

Detailed reference

get_pipeline_analyticsreadanalytics.view

Sales pipeline conversion rates per stage and total deal values.

Parameters
daysintegerWindow in days. Defaults to 30.
Returns

Per-pipeline-per-stage: leads_in, leads_out, conversion_rate, avg_time_in_stage_hours, value.

Example question

"Which stage are deals stalling at right now?"

list_pipelinesreadpipelines.view

Sales pipelines with their stages.

Parameters

None.

Returns

Per pipeline: id, name, stages[] with name + order + is_terminal.

Example question

"What pipelines do I have set up and what stages does each have?"

More tools

8
  • get_pipeline_boardread
  • list_pipeline_opportunitiesread
  • list_pipeline_stagesread
  • add_pipeline_notewrite

    Add a note to an opportunity (<=4000 chars).

  • create_opportunitywrite

    Create a sales opportunity in a pipeline stage.

  • create_pipelinewrite

    Create a sales pipeline. Pass `stages` as an ordered list of stage names (max 20) to define them up-front.

  • create_pipeline_stagewrite

    Add a stage to an existing pipeline. `order` controls position (omit to append at end).

  • move_opportunity_to_stagewrite

    Move an opportunity to a different pipeline stage.