How do I connect Pipeline CRM?

Sign up for Conductor Deck, then add a Pipeline CRM step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Pipeline CRM + Stream Deck

crm · sales-&-crm · 0 triggers · 15 actions

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows. Add Pipeline CRM to your Stream Deck workflows with guided setup for the connection details it needs.

Build a Pipeline CRM workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use Pipeline CRM

Add Pipeline CRM to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Steps your workflow can perform in Pipeline CRM.

Create Pipeline CRM Company

Creates a new company record in Pipeline CRM with contact details, address, and social media information. Use this tool when you need to add a new company to the CRM system. The only required field is the company name. You can optionally include contact information (email, phone, fax), address details, social media links, and assign owners or tags. Set check_for_duplicates=true to prevent creating companies with duplicate names.

Create Deal

Tool to create a new deal in Pipeline CRM. Use after gathering all details. Example: Create a deal named 'Big Partnership' worth 50000 USD in stage 2.

Delete calendar task

Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.

Delete Company

Tool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".

Delete Deal

Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.

Get calendar task by ID

Tool to retrieve details for a specific task by ID in Pipeline CRM. Use after confirming the task ID.

Get Company by ID

Retrieves comprehensive details for a specific company by ID from Pipeline CRM. Returns complete company information including contact details (multiple phones, email, social media), full address breakdown, owner details, financial metrics (pipeline/won deals totals), custom fields, tags, and next scheduled tasks. Use this when you need detailed information about a company after obtaining its ID from LIST_COMPANIES or CREATE_COMPANY actions.

Get Deal by ID

Tool to retrieve details for a specific deal by ID in Pipeline CRM. Use after confirming the deal ID.

About Pipeline CRM

Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.

crmsales-&-crm

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Pipeline CRM

Follow the setup prompts for Pipeline CRM. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add a Pipeline CRM action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect Pipeline CRM?: Sign up for Conductor Deck, then add a Pipeline CRM step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

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