brandwell-pipeline-match
See which open deals, customers and closed-lost deals have people researching your topics, alert the deal owner, and queue new contacts for the CRM. Use when the person asks which deals are heating up, who at a deal is researching, or to send deal data to Pipeline.
Pinned to revision 585ea5fcea8d, so it is the text this page describes rather than whatever the author pushed since.
Pre-approved tools experimental
Experimental field. Support varies between clients, so this list is what the author declared, not what your client will enforce.
- pipeline_summary
- pipeline_list_deals
- pipeline_get_deal
- pipeline_alert_owner
- pipeline_add_to_crm
- pipeline_deliver_contact
- pipeline_update_settings
- pipeline_set_automation
- pipeline_list_sources
- pipeline_connect_native
- pipeline_sync_now
- pipeline_upsert_deals
- pipeline_list_updates
- pipeline_ack_updates
- crm_list_connections
- crm_list_pipelines
- crm_sync_records
- people_get
- onboarding_status
- onboarding_start_task
Files
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