All integrations

Pipeline CRM

BUSINESS · CRM & SUPPORT

Deals, people, companies, notes, calendar entries, and activity in the CRM they connected.

Acts as the person, not as itself

Each user connects their own account. Every call carries both identities — the agent and the person it is acting for — so the agent can never reach past what that individual can already do.

Credentials never touch the agent

Tokens live in the vault and attach server-side at call time. The agent holds a session, not a secret, and revoking access does not mean rotating a key.

Every call on the record

Who asked, which agent acted, which action ran, and the verdict that let it through — one audit trail across every integration, not one per vendor.

What an agent can do

Each action is granted on its own. An agent allowed to read is not thereby allowed to write, and the scope beside each row is what the acting user must have connected for it to run at all.

pipeline_crm_delete_account_notifications_by_idWRITE

Delete a Pipeline CRM record at /account_notifications/{id}

api
pipeline_crm_delete_admin_api_tokens_by_idWRITE

Delete a Pipeline CRM record at /admin/api_tokens/{id}

api
pipeline_crm_delete_admin_calendar_entry_priorities_by_idWRITE

Delete a Pipeline CRM record at /admin/calendar_entry_priorities/{id}

api
pipeline_crm_delete_admin_calendar_entry_statuses_by_idWRITE

Delete a Pipeline CRM record at /admin/calendar_entry_statuses/{id}

api
pipeline_crm_delete_admin_call_outcomes_by_idWRITE

Delete a Pipeline CRM record at /admin/call_outcomes/{id}

api
pipeline_crm_delete_admin_company_custom_field_groups_by_idWRITE

Delete a Pipeline CRM record at /admin/company_custom_field_groups/{id}

api
pipeline_crm_delete_admin_company_custom_field_labels_by_idWRITE

Delete a Pipeline CRM record at /admin/company_custom_field_labels/{id}

api
pipeline_crm_delete_admin_company_tags_by_idWRITE

Delete a Pipeline CRM record at /admin/company_tags/{id}

api
pipeline_crm_delete_admin_custom_field_label_dropdown_entries_by_idWRITE

Delete a Pipeline CRM record at /admin/custom_field_label_dropdown_entries/{id}

api
pipeline_crm_delete_admin_deal_custom_field_groups_by_idWRITE

Delete a Pipeline CRM record at /admin/deal_custom_field_groups/{id}

api
pipeline_crm_delete_admin_deal_custom_field_labels_by_idWRITE

Delete a Pipeline CRM record at /admin/deal_custom_field_labels/{id}

api
pipeline_crm_delete_admin_deal_loss_reasons_by_idWRITE

Delete a Pipeline CRM record at /admin/deal_loss_reasons/{id}

api
pipeline_crm_delete_admin_deal_pipelines_by_idWRITE

Delete a Pipeline CRM record at /admin/deal_pipelines/{id}

api
pipeline_crm_delete_admin_deal_stages_by_idWRITE

Delete a Pipeline CRM record at /admin/deal_stages/{id}

api
pipeline_crm_delete_admin_deal_statuses_by_idWRITE

Delete a Pipeline CRM record at /admin/deal_statuses/{id}

api
pipeline_crm_delete_admin_deal_tags_by_idWRITE

Delete a Pipeline CRM record at /admin/deal_tags/{id}

api
pipeline_crm_delete_admin_deal_won_reasons_by_idWRITE

Delete a Pipeline CRM record at /admin/deal_won_reasons/{id}

api
pipeline_crm_delete_admin_document_tags_by_idWRITE

Delete a Pipeline CRM record at /admin/document_tags/{id}

api
pipeline_crm_delete_admin_event_categories_by_idWRITE

Delete a Pipeline CRM record at /admin/event_categories/{id}

api
pipeline_crm_delete_admin_lead_sources_by_idWRITE

Delete a Pipeline CRM record at /admin/lead_sources/{id}

api
pipeline_crm_delete_admin_lead_statuses_by_idWRITE

Delete a Pipeline CRM record at /admin/lead_statuses/{id}

api
pipeline_crm_delete_admin_note_categories_by_idWRITE

Delete a Pipeline CRM record at /admin/note_categories/{id}

api
pipeline_crm_delete_admin_person_custom_field_groups_by_idWRITE

Delete a Pipeline CRM record at /admin/person_custom_field_groups/{id}

api
pipeline_crm_delete_admin_person_custom_field_labels_by_idWRITE

Delete a Pipeline CRM record at /admin/person_custom_field_labels/{id}

api
pipeline_crm_delete_admin_predefined_contacts_tags_by_idWRITE

Delete a Pipeline CRM record at /admin/predefined_contacts_tags/{id}

api
pipeline_crm_delete_admin_product_lines_by_idWRITE

Delete a Pipeline CRM record at /admin/product_lines/{id}

api
pipeline_crm_delete_admin_project_custom_field_groups_by_idWRITE

Delete a Pipeline CRM record at /admin/project_custom_field_groups/{id}

api
pipeline_crm_delete_admin_project_custom_field_labels_by_idWRITE

Delete a Pipeline CRM record at /admin/project_custom_field_labels/{id}

api
pipeline_crm_delete_admin_project_milestone_statuses_by_idWRITE

Delete a Pipeline CRM record at /admin/project_milestone_statuses/{id}

api
pipeline_crm_delete_admin_project_templates_by_idWRITE

Delete a Pipeline CRM record at /admin/project_templates/{id}

api
pipeline_crm_delete_admin_revenue_types_by_idWRITE

Delete a Pipeline CRM record at /admin/revenue_types/{id}

api
pipeline_crm_delete_admin_teams_by_idWRITE

Delete a Pipeline CRM record at /admin/teams/{id}

api
pipeline_crm_delete_admin_todo_template_items_by_idWRITE

Delete a Pipeline CRM record at /admin/todo_template_items/{id}

api
pipeline_crm_delete_admin_todo_templates_by_idWRITE

Delete a Pipeline CRM record at /admin/todo_templates/{id}

api
pipeline_crm_delete_admin_users_by_idWRITE

Delete a Pipeline CRM record at /admin/users/{id}

api
pipeline_crm_delete_admin_webhooks_by_idWRITE

Delete a Pipeline CRM record at /admin/webhooks/{id}

api
pipeline_crm_delete_calendar_entries_by_calendar_entry_id_sub_calendar_entries_by_idWRITE

Delete a Pipeline CRM record at /calendar_entries/{calendar_entry_id}/sub_calendar_entries/{id}

api
pipeline_crm_delete_calendar_entries_by_idWRITE

Delete a Pipeline CRM record at /calendar_entries/{id}

api
pipeline_crm_delete_comments_by_idWRITE

Delete a Pipeline CRM record at /comments/{id}

api
pipeline_crm_delete_companies_by_company_id_children_companies_by_idWRITE

Delete a Pipeline CRM record at /companies/{company_id}/children_companies/{id}

api
pipeline_crm_delete_companies_by_company_id_parent_companies_by_idWRITE

Delete a Pipeline CRM record at /companies/{company_id}/parent_companies/{id}

api
pipeline_crm_delete_companies_by_idWRITE

Delete a Pipeline CRM record at /companies/{id}

api
pipeline_crm_delete_customers_by_idWRITE

Delete a Pipeline CRM record at /customers/{id}

api
pipeline_crm_delete_deals_by_idWRITE

Delete a Pipeline CRM record at /deals/{id}

api
pipeline_crm_delete_documents_by_idWRITE

Delete a Pipeline CRM record at /documents/{id}

api
pipeline_crm_delete_notes_by_idWRITE

Delete a Pipeline CRM record at /notes/{id}

api
pipeline_crm_delete_notes_by_note_id_comments_by_idWRITE

Delete a Pipeline CRM record at /notes/{note_id}/comments/{id}

api
pipeline_crm_delete_people_by_idWRITE

Delete a Pipeline CRM record at /people/{id}

api
pipeline_crm_delete_project_milestones_by_idWRITE

Delete a Pipeline CRM record at /project_milestones/{id}

api
pipeline_crm_delete_projects_by_idWRITE

Delete a Pipeline CRM record at /projects/{id}

api
pipeline_crm_delete_projects_by_project_id_project_associations_by_idWRITE

Delete a Pipeline CRM record at /projects/{project_id}/project_associations/{id}

api
pipeline_crm_get_account_notificationsREAD

List Pipeline CRM records from /account_notifications

api
pipeline_crm_get_account_notifications_by_idREAD

Get a Pipeline CRM record at /account_notifications/{id}

api
pipeline_crm_get_admin_api_tokensREAD

List Pipeline CRM records from /admin/api_tokens

api
pipeline_crm_get_admin_calendar_entry_prioritiesREAD

List Pipeline CRM records from /admin/calendar_entry_priorities

api
pipeline_crm_get_admin_calendar_entry_priorities_by_idREAD

Get a Pipeline CRM record at /admin/calendar_entry_priorities/{id}

api
pipeline_crm_get_admin_calendar_entry_statusesREAD

List Pipeline CRM records from /admin/calendar_entry_statuses

api
pipeline_crm_get_admin_calendar_entry_statuses_by_idREAD

Get a Pipeline CRM record at /admin/calendar_entry_statuses/{id}

api
pipeline_crm_get_admin_call_outcomesREAD

List Pipeline CRM records from /admin/call_outcomes

api
pipeline_crm_get_admin_call_outcomes_by_idREAD

Get a Pipeline CRM record at /admin/call_outcomes/{id}

api
pipeline_crm_get_admin_company_custom_field_groupsREAD

List Pipeline CRM records from /admin/company_custom_field_groups

api
pipeline_crm_get_admin_company_custom_field_groups_by_idREAD

Get a Pipeline CRM record at /admin/company_custom_field_groups/{id}

api
pipeline_crm_get_admin_company_custom_field_labelsREAD

List Pipeline CRM records from /admin/company_custom_field_labels

api
pipeline_crm_get_admin_company_custom_field_labels_by_idREAD

Get a Pipeline CRM record at /admin/company_custom_field_labels/{id}

api
pipeline_crm_get_admin_company_tagsREAD

List Pipeline CRM records from /admin/company_tags

api
pipeline_crm_get_admin_company_tags_by_idREAD

Get a Pipeline CRM record at /admin/company_tags/{id}

api
pipeline_crm_get_admin_custom_field_label_dropdown_entriesREAD

List Pipeline CRM records from /admin/custom_field_label_dropdown_entries

api
pipeline_crm_get_admin_custom_field_label_dropdown_entries_by_idREAD

Get a Pipeline CRM record at /admin/custom_field_label_dropdown_entries/{id}

api
pipeline_crm_get_admin_deal_custom_field_groupsREAD

List Pipeline CRM records from /admin/deal_custom_field_groups

api
pipeline_crm_get_admin_deal_custom_field_groups_by_idREAD

Get a Pipeline CRM record at /admin/deal_custom_field_groups/{id}

api
pipeline_crm_get_admin_deal_custom_field_labelsREAD

List Pipeline CRM records from /admin/deal_custom_field_labels

api
pipeline_crm_get_admin_deal_custom_field_labels_by_idREAD

Get a Pipeline CRM record at /admin/deal_custom_field_labels/{id}

api
pipeline_crm_get_admin_deal_loss_reasonsREAD

List Pipeline CRM records from /admin/deal_loss_reasons

api
pipeline_crm_get_admin_deal_loss_reasons_by_idREAD

Get a Pipeline CRM record at /admin/deal_loss_reasons/{id}

api
pipeline_crm_get_admin_deal_pipelinesREAD

List Pipeline CRM records from /admin/deal_pipelines

api
pipeline_crm_get_admin_deal_pipelines_by_idREAD

Get a Pipeline CRM record at /admin/deal_pipelines/{id}

api
pipeline_crm_get_admin_deal_stagesREAD

List Pipeline CRM records from /admin/deal_stages

api
pipeline_crm_get_admin_deal_stages_by_idREAD

Get a Pipeline CRM record at /admin/deal_stages/{id}

api
pipeline_crm_get_admin_deal_statusesREAD

List Pipeline CRM records from /admin/deal_statuses

api
pipeline_crm_get_admin_deal_statuses_by_idREAD

Get a Pipeline CRM record at /admin/deal_statuses/{id}

api
pipeline_crm_get_admin_deal_tagsREAD

List Pipeline CRM records from /admin/deal_tags

api
pipeline_crm_get_admin_deal_tags_by_idREAD

Get a Pipeline CRM record at /admin/deal_tags/{id}

api
pipeline_crm_get_admin_deal_won_reasonsREAD

List Pipeline CRM records from /admin/deal_won_reasons

api
pipeline_crm_get_admin_deal_won_reasons_by_idREAD

Get a Pipeline CRM record at /admin/deal_won_reasons/{id}

api
pipeline_crm_get_admin_document_tagsREAD

List Pipeline CRM records from /admin/document_tags

api
pipeline_crm_get_admin_document_tags_by_idREAD

Get a Pipeline CRM record at /admin/document_tags/{id}

api
pipeline_crm_get_admin_event_categoriesREAD

List Pipeline CRM records from /admin/event_categories

api
pipeline_crm_get_admin_event_categories_by_idREAD

Get a Pipeline CRM record at /admin/event_categories/{id}

api
pipeline_crm_get_admin_lead_sourcesREAD

List Pipeline CRM records from /admin/lead_sources

api
pipeline_crm_get_admin_lead_sources_by_idREAD

Get a Pipeline CRM record at /admin/lead_sources/{id}

api
pipeline_crm_get_admin_lead_statusesREAD

List Pipeline CRM records from /admin/lead_statuses

api
pipeline_crm_get_admin_lead_statuses_by_idREAD

Get a Pipeline CRM record at /admin/lead_statuses/{id}

api
pipeline_crm_get_admin_note_categoriesREAD

List Pipeline CRM records from /admin/note_categories

api
pipeline_crm_get_admin_note_categories_by_idREAD

Get a Pipeline CRM record at /admin/note_categories/{id}

api
pipeline_crm_get_admin_note_categories_systemREAD

List Pipeline CRM records from /admin/note_categories/system

api
pipeline_crm_get_admin_person_custom_field_groupsREAD

List Pipeline CRM records from /admin/person_custom_field_groups

api
pipeline_crm_get_admin_person_custom_field_groups_by_idREAD

Get a Pipeline CRM record at /admin/person_custom_field_groups/{id}

api
pipeline_crm_get_admin_person_custom_field_labelsREAD

List Pipeline CRM records from /admin/person_custom_field_labels

api
pipeline_crm_get_admin_person_custom_field_labels_by_idREAD

Get a Pipeline CRM record at /admin/person_custom_field_labels/{id}

api
pipeline_crm_get_admin_predefined_contacts_tagsREAD

List Pipeline CRM records from /admin/predefined_contacts_tags

api
pipeline_crm_get_admin_predefined_contacts_tags_by_idREAD

Get a Pipeline CRM record at /admin/predefined_contacts_tags/{id}

api
pipeline_crm_get_admin_product_linesREAD

List Pipeline CRM records from /admin/product_lines

api
pipeline_crm_get_admin_project_custom_field_groupsREAD

List Pipeline CRM records from /admin/project_custom_field_groups

api
pipeline_crm_get_admin_project_custom_field_groups_by_idREAD

Get a Pipeline CRM record at /admin/project_custom_field_groups/{id}

api
pipeline_crm_get_admin_project_custom_field_labelsREAD

List Pipeline CRM records from /admin/project_custom_field_labels

api
pipeline_crm_get_admin_project_custom_field_labels_by_idREAD

Get a Pipeline CRM record at /admin/project_custom_field_labels/{id}

api
pipeline_crm_get_admin_project_milestone_statusesREAD

List Pipeline CRM records from /admin/project_milestone_statuses

api
pipeline_crm_get_admin_project_milestone_statuses_by_idREAD

Get a Pipeline CRM record at /admin/project_milestone_statuses/{id}

api
pipeline_crm_get_admin_project_templatesREAD

List Pipeline CRM records from /admin/project_templates

api
pipeline_crm_get_admin_project_templates_by_idREAD

Get a Pipeline CRM record at /admin/project_templates/{id}

api
pipeline_crm_get_admin_revenue_typesREAD

List Pipeline CRM records from /admin/revenue_types

api
pipeline_crm_get_admin_revenue_types_by_idREAD

Get a Pipeline CRM record at /admin/revenue_types/{id}

api
pipeline_crm_get_admin_teamsREAD

List Pipeline CRM records from /admin/teams

api
pipeline_crm_get_admin_teams_by_idREAD

Get a Pipeline CRM record at /admin/teams/{id}

api
pipeline_crm_get_admin_todo_template_itemsREAD

List Pipeline CRM records from /admin/todo_template_items

api
pipeline_crm_get_admin_todo_template_items_by_idREAD

Get a Pipeline CRM record at /admin/todo_template_items/{id}

api
pipeline_crm_get_admin_todo_templatesREAD

List Pipeline CRM records from /admin/todo_templates

api
pipeline_crm_get_admin_todo_templates_by_idREAD

Get a Pipeline CRM record at /admin/todo_templates/{id}

api
pipeline_crm_get_admin_usersREAD

List Pipeline CRM records from /admin/users

api
pipeline_crm_get_admin_users_by_idREAD

Get a Pipeline CRM record at /admin/users/{id}

api
pipeline_crm_get_admin_webhooksREAD

List Pipeline CRM records from /admin/webhooks

api
pipeline_crm_get_auditsREAD

List Pipeline CRM records from /audits

api
pipeline_crm_get_calendar_entriesREAD

List Pipeline CRM records from /calendar_entries

api
pipeline_crm_get_calendar_entries_by_idREAD

Get a Pipeline CRM record at /calendar_entries/{id}

api
pipeline_crm_get_calendar_entries_by_id_sub_calendar_entriesREAD

Get a Pipeline CRM record at /calendar_entries/{id}/sub_calendar_entries

api
pipeline_crm_get_calendar_entries_csvREAD

List Pipeline CRM records from /calendar_entries.csv

api
pipeline_crm_get_call_logsREAD

List Pipeline CRM records from /call_logs

api
pipeline_crm_get_call_logs_by_idREAD

Get a Pipeline CRM record at /call_logs/{id}

api
pipeline_crm_get_commentsREAD

List Pipeline CRM records from /comments

api
pipeline_crm_get_comments_by_idREAD

Get a Pipeline CRM record at /comments/{id}

api
pipeline_crm_get_companiesREAD

List Pipeline CRM records from /companies

api
pipeline_crm_get_companies_autocompleteREAD

List Pipeline CRM records from /companies/autocomplete

api
pipeline_crm_get_companies_by_company_id_children_companiesREAD

Get a Pipeline CRM record at /companies/{company_id}/children_companies

api
pipeline_crm_get_companies_by_company_id_parent_companiesREAD

Get a Pipeline CRM record at /companies/{company_id}/parent_companies

api
pipeline_crm_get_companies_by_idREAD

Get a Pipeline CRM record at /companies/{id}

api
pipeline_crm_get_companies_by_id_peopleREAD

Get a Pipeline CRM record at /companies/{id}/people

api
pipeline_crm_get_companies_csvREAD

List Pipeline CRM records from /companies.csv

api
pipeline_crm_get_currenciesREAD

List Pipeline CRM records from /currencies

api
pipeline_crm_get_currencies_by_idREAD

Get a Pipeline CRM record at /currencies/{id}

api
pipeline_crm_get_dealsREAD

List Pipeline CRM records from /deals

api
pipeline_crm_get_deals_by_idREAD

Get a Pipeline CRM record at /deals/{id}

api
pipeline_crm_get_deals_by_id_notesREAD

Get a Pipeline CRM record at /deals/{id}/notes

api
pipeline_crm_get_deals_csvREAD

List Pipeline CRM records from /deals.csv

api
pipeline_crm_get_deals_totals_by_stageREAD

List Pipeline CRM records from /deals/totals_by_stage

api
pipeline_crm_get_documentsREAD

List Pipeline CRM records from /documents

api
pipeline_crm_get_documents_by_idREAD

Get a Pipeline CRM record at /documents/{id}

api
pipeline_crm_get_message_templatesREAD

List Pipeline CRM records from /message_templates

api
pipeline_crm_get_message_templates_by_idREAD

Get a Pipeline CRM record at /message_templates/{id}

api
pipeline_crm_get_note_templatesREAD

List Pipeline CRM records from /note_templates

api
pipeline_crm_get_note_templates_by_idREAD

Get a Pipeline CRM record at /note_templates/{id}

api
pipeline_crm_get_notesREAD

List Pipeline CRM records from /notes

api
pipeline_crm_get_notes_by_idREAD

Get a Pipeline CRM record at /notes/{id}

api
pipeline_crm_get_notes_by_note_id_commentsREAD

Get a Pipeline CRM record at /notes/{note_id}/comments

api
pipeline_crm_get_notes_by_note_id_comments_by_idREAD

Get a Pipeline CRM record at /notes/{note_id}/comments/{id}

api
pipeline_crm_get_notes_csvREAD

List Pipeline CRM records from /notes.csv

api
pipeline_crm_get_peopleREAD

List Pipeline CRM records from /people

api
pipeline_crm_get_people_autocompleteREAD

List Pipeline CRM records from /people/autocomplete

api
pipeline_crm_get_people_by_idREAD

Get a Pipeline CRM record at /people/{id}

api
pipeline_crm_get_people_by_id_dealsREAD

Get a Pipeline CRM record at /people/{id}/deals

api
pipeline_crm_get_people_by_id_notesREAD

Get a Pipeline CRM record at /people/{id}/notes

api
pipeline_crm_get_people_csvREAD

List Pipeline CRM records from /people.csv

api
pipeline_crm_get_profileREAD

List Pipeline CRM records from /profile

api
pipeline_crm_get_project_milestonesREAD

List Pipeline CRM records from /project_milestones

api
pipeline_crm_get_project_milestones_autocompleteREAD

List Pipeline CRM records from /project_milestones/autocomplete

api
pipeline_crm_get_project_milestones_by_idREAD

Get a Pipeline CRM record at /project_milestones/{id}

api
pipeline_crm_get_projectsREAD

List Pipeline CRM records from /projects

api
pipeline_crm_get_projects_autocompleteREAD

List Pipeline CRM records from /projects/autocomplete

api
pipeline_crm_get_projects_by_idREAD

Get a Pipeline CRM record at /projects/{id}

api
pipeline_crm_get_projects_by_project_id_project_associationsREAD

Get a Pipeline CRM record at /projects/{project_id}/project_associations

api
pipeline_crm_get_projects_by_project_id_project_milestonesREAD

Get a Pipeline CRM record at /projects/{project_id}/project_milestones

api
pipeline_crm_get_searchesREAD

List Pipeline CRM records from /searches

api
pipeline_crm_get_searches_by_idREAD

Get a Pipeline CRM record at /searches/{id}

api
pipeline_crm_get_searches_by_id_performREAD

Get a Pipeline CRM record at /searches/{id}/perform

api
pipeline_crm_get_starred_searchesREAD

List Pipeline CRM records from /starred_searches

api
pipeline_crm_get_starred_searches_by_idREAD

Get a Pipeline CRM record at /starred_searches/{id}

api
pipeline_crm_get_usersREAD

List Pipeline CRM records from /users

api
pipeline_crm_get_users_by_idREAD

Get a Pipeline CRM record at /users/{id}

api
pipeline_crm_patch_projects_by_id_archiveWRITE

Update a Pipeline CRM record at /projects/{id}/archive

api
pipeline_crm_patch_projects_by_id_unarchiveWRITE

Update a Pipeline CRM record at /projects/{id}/unarchive

api
pipeline_crm_post_account_notificationsWRITE

Create a Pipeline CRM record at /account_notifications

api
pipeline_crm_post_admin_calendar_entry_prioritiesWRITE

Create a Pipeline CRM record at /admin/calendar_entry_priorities

api
pipeline_crm_post_admin_calendar_entry_statusesWRITE

Create a Pipeline CRM record at /admin/calendar_entry_statuses

api
pipeline_crm_post_admin_call_outcomesWRITE

Create a Pipeline CRM record at /admin/call_outcomes

api
pipeline_crm_post_admin_company_custom_field_groupsWRITE

Create a Pipeline CRM record at /admin/company_custom_field_groups

api
pipeline_crm_post_admin_company_custom_field_labelsWRITE

Create a Pipeline CRM record at /admin/company_custom_field_labels

api
pipeline_crm_post_admin_company_tagsWRITE

Create a Pipeline CRM record at /admin/company_tags

api
pipeline_crm_post_admin_custom_field_label_dropdown_entriesWRITE

Create a Pipeline CRM record at /admin/custom_field_label_dropdown_entries

api
pipeline_crm_post_admin_deal_custom_field_groupsWRITE

Create a Pipeline CRM record at /admin/deal_custom_field_groups

api
pipeline_crm_post_admin_deal_custom_field_labelsWRITE

Create a Pipeline CRM record at /admin/deal_custom_field_labels

api
pipeline_crm_post_admin_deal_loss_reasonsWRITE

Create a Pipeline CRM record at /admin/deal_loss_reasons

api
pipeline_crm_post_admin_deal_pipelinesWRITE

Create a Pipeline CRM record at /admin/deal_pipelines

api
pipeline_crm_post_admin_deal_stagesWRITE

Create a Pipeline CRM record at /admin/deal_stages

api
pipeline_crm_post_admin_deal_statusesWRITE

Create a Pipeline CRM record at /admin/deal_statuses

api
pipeline_crm_post_admin_deal_tagsWRITE

Create a Pipeline CRM record at /admin/deal_tags

api
pipeline_crm_post_admin_deal_won_reasonsWRITE

Create a Pipeline CRM record at /admin/deal_won_reasons

api
pipeline_crm_post_admin_document_tagsWRITE

Create a Pipeline CRM record at /admin/document_tags

api
pipeline_crm_post_admin_event_categoriesWRITE

Create a Pipeline CRM record at /admin/event_categories

api
pipeline_crm_post_admin_lead_sourcesWRITE

Create a Pipeline CRM record at /admin/lead_sources

api
pipeline_crm_post_admin_lead_statusesWRITE

Create a Pipeline CRM record at /admin/lead_statuses

api
pipeline_crm_post_admin_note_categoriesWRITE

Create a Pipeline CRM record at /admin/note_categories

api
pipeline_crm_post_admin_person_custom_field_groupsWRITE

Create a Pipeline CRM record at /admin/person_custom_field_groups

api
pipeline_crm_post_admin_person_custom_field_labelsWRITE

Create a Pipeline CRM record at /admin/person_custom_field_labels

api
pipeline_crm_post_admin_predefined_contacts_tagsWRITE

Create a Pipeline CRM record at /admin/predefined_contacts_tags

api
pipeline_crm_post_admin_product_linesWRITE

Create a Pipeline CRM record at /admin/product_lines

api
pipeline_crm_post_admin_project_custom_field_groupsWRITE

Create a Pipeline CRM record at /admin/project_custom_field_groups

api
pipeline_crm_post_admin_project_custom_field_labelsWRITE

Create a Pipeline CRM record at /admin/project_custom_field_labels

api
pipeline_crm_post_admin_project_milestone_statusesWRITE

Create a Pipeline CRM record at /admin/project_milestone_statuses

api
pipeline_crm_post_admin_project_templatesWRITE

Create a Pipeline CRM record at /admin/project_templates

api
pipeline_crm_post_admin_revenue_typesWRITE

Create a Pipeline CRM record at /admin/revenue_types

api
pipeline_crm_post_admin_teamsWRITE

Create a Pipeline CRM record at /admin/teams

api
pipeline_crm_post_admin_todo_template_itemsWRITE

Create a Pipeline CRM record at /admin/todo_template_items

api
pipeline_crm_post_admin_todo_templatesWRITE

Create a Pipeline CRM record at /admin/todo_templates

api
pipeline_crm_post_admin_usersWRITE

Create a Pipeline CRM record at /admin/users

api
pipeline_crm_post_admin_webhooksWRITE

Create a Pipeline CRM record at /admin/webhooks

api
pipeline_crm_post_calendar_entriesWRITE

Create a Pipeline CRM record at /calendar_entries

api
pipeline_crm_post_calendar_entries_by_id_sub_calendar_entriesWRITE

Create a Pipeline CRM record at /calendar_entries/{id}/sub_calendar_entries

api
pipeline_crm_post_commentsWRITE

Create a Pipeline CRM record at /comments

api
pipeline_crm_post_companiesWRITE

Create a Pipeline CRM record at /companies

api
pipeline_crm_post_companies_by_company_id_children_companiesWRITE

Create a Pipeline CRM record at /companies/{company_id}/children_companies

api
pipeline_crm_post_companies_by_company_id_parent_companiesWRITE

Create a Pipeline CRM record at /companies/{company_id}/parent_companies

api
pipeline_crm_post_customersWRITE

Create a Pipeline CRM record at /customers

api
pipeline_crm_post_dealsWRITE

Create a Pipeline CRM record at /deals

api
pipeline_crm_post_documentsWRITE

Create a Pipeline CRM record at /documents

api
pipeline_crm_post_notesWRITE

Create a Pipeline CRM record at /notes

api
pipeline_crm_post_notes_by_note_id_commentsWRITE

Create a Pipeline CRM record at /notes/{note_id}/comments

api
pipeline_crm_post_peopleWRITE

Create a Pipeline CRM record at /people

api
pipeline_crm_post_project_milestonesWRITE

Create a Pipeline CRM record at /project_milestones

api
pipeline_crm_post_project_milestones_bulk_actionWRITE

Create a Pipeline CRM record at /project_milestones/bulk_action

api
pipeline_crm_post_projectsWRITE

Create a Pipeline CRM record at /projects

api
pipeline_crm_post_projects_by_id_invite_collaboratorWRITE

Create a Pipeline CRM record at /projects/{id}/invite_collaborator

api
pipeline_crm_post_projects_by_project_id_project_associationsWRITE

Create a Pipeline CRM record at /projects/{project_id}/project_associations

api
pipeline_crm_post_projects_by_project_id_project_milestonesWRITE

Create a Pipeline CRM record at /projects/{project_id}/project_milestones

api
pipeline_crm_post_searchesWRITE

Create a Pipeline CRM record at /searches

api
pipeline_crm_post_searches_by_id_performWRITE

Create a Pipeline CRM record at /searches/{id}/perform

api
pipeline_crm_post_searches_performWRITE

Create a Pipeline CRM record at /searches/perform

api
pipeline_crm_put_account_notifications_by_idWRITE

Replace a Pipeline CRM record at /account_notifications/{id}

api
pipeline_crm_put_admin_calendar_entry_priorities_by_idWRITE

Replace a Pipeline CRM record at /admin/calendar_entry_priorities/{id}

api
pipeline_crm_put_admin_calendar_entry_statuses_by_idWRITE

Replace a Pipeline CRM record at /admin/calendar_entry_statuses/{id}

api
pipeline_crm_put_admin_calendar_entry_statuses_sortWRITE

Replace a Pipeline CRM record at /admin/calendar_entry_statuses/sort

api
pipeline_crm_put_admin_call_outcomes_by_idWRITE

Replace a Pipeline CRM record at /admin/call_outcomes/{id}

api
pipeline_crm_put_admin_call_outcomes_sortWRITE

Replace a Pipeline CRM record at /admin/call_outcomes/sort

api
pipeline_crm_put_admin_company_custom_field_groups_by_idWRITE

Replace a Pipeline CRM record at /admin/company_custom_field_groups/{id}

api
pipeline_crm_put_admin_company_custom_field_labels_by_idWRITE

Replace a Pipeline CRM record at /admin/company_custom_field_labels/{id}

api
pipeline_crm_put_admin_company_tags_by_idWRITE

Replace a Pipeline CRM record at /admin/company_tags/{id}

api
pipeline_crm_put_admin_custom_field_label_dropdown_entries_by_idWRITE

Replace a Pipeline CRM record at /admin/custom_field_label_dropdown_entries/{id}

api
pipeline_crm_put_admin_custom_field_label_dropdown_entries_sortWRITE

Replace a Pipeline CRM record at /admin/custom_field_label_dropdown_entries/sort

api
pipeline_crm_put_admin_deal_custom_field_groups_by_idWRITE

Replace a Pipeline CRM record at /admin/deal_custom_field_groups/{id}

api
pipeline_crm_put_admin_deal_custom_field_labels_by_idWRITE

Replace a Pipeline CRM record at /admin/deal_custom_field_labels/{id}

api
pipeline_crm_put_admin_deal_custom_field_labels_sortWRITE

Replace a Pipeline CRM record at /admin/deal_custom_field_labels/sort

api
pipeline_crm_put_admin_deal_loss_reasons_by_idWRITE

Replace a Pipeline CRM record at /admin/deal_loss_reasons/{id}

api
pipeline_crm_put_admin_deal_pipelines_by_idWRITE

Replace a Pipeline CRM record at /admin/deal_pipelines/{id}

api
pipeline_crm_put_admin_deal_stages_by_idWRITE

Replace a Pipeline CRM record at /admin/deal_stages/{id}

api
pipeline_crm_put_admin_deal_stages_sortWRITE

Replace a Pipeline CRM record at /admin/deal_stages/sort

api
pipeline_crm_put_admin_deal_statuses_by_idWRITE

Replace a Pipeline CRM record at /admin/deal_statuses/{id}

api
pipeline_crm_put_admin_deal_tags_by_idWRITE

Replace a Pipeline CRM record at /admin/deal_tags/{id}

api
pipeline_crm_put_admin_deal_won_reasons_by_idWRITE

Replace a Pipeline CRM record at /admin/deal_won_reasons/{id}

api
pipeline_crm_put_admin_document_tags_by_idWRITE

Replace a Pipeline CRM record at /admin/document_tags/{id}

api
pipeline_crm_put_admin_event_categories_by_idWRITE

Replace a Pipeline CRM record at /admin/event_categories/{id}

api
pipeline_crm_put_admin_lead_sources_by_idWRITE

Replace a Pipeline CRM record at /admin/lead_sources/{id}

api
pipeline_crm_put_admin_lead_statuses_by_idWRITE

Replace a Pipeline CRM record at /admin/lead_statuses/{id}

api
pipeline_crm_put_admin_note_categories_by_idWRITE

Replace a Pipeline CRM record at /admin/note_categories/{id}

api
pipeline_crm_put_admin_person_custom_field_groups_by_idWRITE

Replace a Pipeline CRM record at /admin/person_custom_field_groups/{id}

api
pipeline_crm_put_admin_person_custom_field_labels_by_idWRITE

Replace a Pipeline CRM record at /admin/person_custom_field_labels/{id}

api
pipeline_crm_put_admin_predefined_contacts_tags_by_idWRITE

Replace a Pipeline CRM record at /admin/predefined_contacts_tags/{id}

api
pipeline_crm_put_admin_product_lines_by_idWRITE

Replace a Pipeline CRM record at /admin/product_lines/{id}

api
pipeline_crm_put_admin_project_custom_field_groups_by_idWRITE

Replace a Pipeline CRM record at /admin/project_custom_field_groups/{id}

api
pipeline_crm_put_admin_project_custom_field_labels_by_idWRITE

Replace a Pipeline CRM record at /admin/project_custom_field_labels/{id}

api
pipeline_crm_put_admin_project_custom_field_labels_sortWRITE

Replace a Pipeline CRM record at /admin/project_custom_field_labels/sort

api
pipeline_crm_put_admin_project_milestone_statuses_by_idWRITE

Replace a Pipeline CRM record at /admin/project_milestone_statuses/{id}

api
pipeline_crm_put_admin_project_milestone_statuses_sortWRITE

Replace a Pipeline CRM record at /admin/project_milestone_statuses/sort

api
pipeline_crm_put_admin_project_templates_by_idWRITE

Replace a Pipeline CRM record at /admin/project_templates/{id}

api
pipeline_crm_put_admin_revenue_types_by_idWRITE

Replace a Pipeline CRM record at /admin/revenue_types/{id}

api
pipeline_crm_put_admin_teams_by_idWRITE

Replace a Pipeline CRM record at /admin/teams/{id}

api
pipeline_crm_put_admin_todo_template_items_by_idWRITE

Replace a Pipeline CRM record at /admin/todo_template_items/{id}

api
pipeline_crm_put_admin_todo_templates_by_idWRITE

Replace a Pipeline CRM record at /admin/todo_templates/{id}

api
pipeline_crm_put_admin_users_by_idWRITE

Replace a Pipeline CRM record at /admin/users/{id}

api
pipeline_crm_put_calendar_entries_by_calendar_entry_id_sub_calendar_entries_by_idWRITE

Replace a Pipeline CRM record at /calendar_entries/{calendar_entry_id}/sub_calendar_entries/{id}

api
pipeline_crm_put_calendar_entries_by_idWRITE

Replace a Pipeline CRM record at /calendar_entries/{id}

api
pipeline_crm_put_comments_by_idWRITE

Replace a Pipeline CRM record at /comments/{id}

api
pipeline_crm_put_companies_by_idWRITE

Replace a Pipeline CRM record at /companies/{id}

api
pipeline_crm_put_customers_by_idWRITE

Replace a Pipeline CRM record at /customers/{id}

api
pipeline_crm_put_deals_by_idWRITE

Replace a Pipeline CRM record at /deals/{id}

api
pipeline_crm_put_documents_by_idWRITE

Replace a Pipeline CRM record at /documents/{id}

api
pipeline_crm_put_notes_by_idWRITE

Replace a Pipeline CRM record at /notes/{id}

api
pipeline_crm_put_notes_by_note_id_comments_by_idWRITE

Replace a Pipeline CRM record at /notes/{note_id}/comments/{id}

api
pipeline_crm_put_people_by_idWRITE

Replace a Pipeline CRM record at /people/{id}

api
pipeline_crm_put_project_milestones_by_idWRITE

Replace a Pipeline CRM record at /project_milestones/{id}

api
pipeline_crm_put_projects_by_idWRITE

Replace a Pipeline CRM record at /projects/{id}

api
pipeline_crm_put_projects_by_id_archiveWRITE

Replace a Pipeline CRM record at /projects/{id}/archive

api
pipeline_crm_put_projects_by_id_unarchiveWRITE

Replace a Pipeline CRM record at /projects/{id}/unarchive

api
pipeline_crm_put_searches_by_idWRITE

Replace a Pipeline CRM record at /searches/{id}

api

Put Pipeline CRM behind one governed endpoint.

Same permissions, same audit trail, whatever else you connect next.