Pipeline

Pipeline is a CRM platform built to keep your pipeline organized and moving. It helps teams manage contacts, companies, and deals in a structured pipeline while tracking activity and tasks tied to sales and follow-up. With real-time syncing capabilities, Pipeline supports consistent recordkeeping so your team always has an up-to-date view of who to contact, what’s happening, and what’s next.

With Pipeline connected, BOBs keep your CRM continuously accurate and production-ready. When new people, deals, or companies come in, BOBs can immediately enrich and structure the record—creating missing entities, updating details, and ensuring every opportunity is in the right place in your pipeline. BOBs can also drive follow-through automatically: moving deal stages as progress happens and creating tasks/activities tied to deals and contacts so nothing slips. This enables use cases like always-on lead intake, automated sales handoff, pipeline hygiene, and consistent tracking across your customer journey—while coordinating actions across your other connected tools. Available actions/events include: Create Event, Create Activity, Create Deal, Create Company, Update Person, Update Deal, Update Company, Move Deal Stage, Find Deal, Create Person, Create Task, Find Company, Find Person, Find User, plus events: New Person Created, New Deal Created, New Company Created.