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CRM & sales

Pipeline CRM

Pipeline CRM on the phone: your agent checks deals and books follow-ups while you're busy.

Connect Pipeline CRM and your agent can work your sales records during a call. It can look up a lead or company, check the stage of a deal, and pull up a follow-up task so the caller gets a real answer, not a promise to call back. Your agent only uses the actions you allow, and deletions can be turned off so records stay safe.

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What your agent can do with Pipeline CRM

  • Look up a company or lead by name or ID and read back its details on the call
  • Check the current stage and status of a deal, including what comes next
  • Find a scheduled follow-up task and confirm when it is due
  • Browse leads with filters, such as new leads from the last week, and list them for review
  • Delete a company or deal only when you confirm the record ID, and only if you allow deletions

Pipeline CRM exposes 15 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound: a prospect checks on a proposal

  1. Caller

    Hi, this is Dana Brooks from Harbor Dental. I wanted to check where our proposal stands.

  2. Agent

    Hi Dana, let me pull up Harbor Dental. One moment.

  3. Agent

    Your deal is in the Proposal Sent stage, last updated three days ago. The next step on the record is a follow-up call scheduled for Thursday at 10 a.m.

  4. Caller

    Perfect, that works. Thanks.

Inbound: a lead asks for a status update

  1. Caller

    This is Omar Haddad. I spoke with your team last week about the warehouse software quote.

  2. Agent

    Thanks Omar. I can see your lead record from last week. Your status is Qualified, and the owner is Lina Carter.

  3. Agent

    There is a call with Lina booked for Tuesday at 2:30 p.m. Would you like me to note that you asked for a faster reply?

  4. Caller

    Yes, please add that. Thank you.

Outbound: a follow-up after a demo

  1. Agent

    Hello, this is calling from AgentCalls on behalf of Riverside Logistics. Am I speaking with Priya Nair?

  2. Caller

    Yes, that's me.

  3. Agent

    Great. Our records show your demo was on Monday and the deal is at the Negotiation stage. Are you still comparing options this week?

  4. Caller

    We are, I'd like to decide by Friday.

How to connect Pipeline CRM

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Pipeline CRM

    From Integrations in the dashboard, choose Pipeline CRM and enter the connection details from your Pipeline CRM account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Pipeline CRM actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Pipeline CRM during the call or after it?

During the call. Your agent can look up records, read deal stages and check tasks while the caller is on the line. It can also log a note or create a task so the record is up to date afterward.

What do I need to connect Pipeline CRM?

An active Pipeline CRM account. In the AgentCalls dashboard, open Integrations, choose Pipeline CRM, and sign in with your own Pipeline CRM credentials from its settings. You can disconnect at any time.

Which plan includes this integration?

Integrations, including Pipeline CRM, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Pipeline CRM.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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