Key Features
- Access and manage leads, deals, contacts, and activities.
- Create and update records directly from external applications.
- Search and filter CRM data with flexible endpoints.
- Integrate your website forms via Web-to-Leads.
- Automate repetitive tasks and reporting.
API Documentation
Explore the full range of endpoints—and find sample code, data schemas, and advanced features—at the Pipeline API Documentation.
Getting Started
- You must be an admin to access API settings.
- Retrieve Your API Key:
- Go to Settings in the lower-left corner.
- Select the API tab.
- Select the API Integrations section to generate an App Key.
- Select the API Keys section to retrieve the API Key and/or W2LID for a user.
Web-to-Leads: Connecting Website Forms
Do you want to push leads from your website directly into Pipeline CRM? The Web-to-Leads feature lets you connect custom forms and automate lead creation.
If you have any questions or are having issues, please email us at [email protected].