Pipeline CRM
Leads get captured, deals get created, and companies get updated, all from natural conversations. Your AI agent handles the data entry so your sales reps spend time selling, not typing into a CRM.
Your AI agent creates and retrieves records across Pipeline CRM's deals, companies, leads, and tasks, keeping your pipeline accurate without manual input from your team.
Pipeline CRM
See how sales teams use AI agents to keep Pipeline CRM current with every customer conversation, eliminating manual data entry and missed follow-ups.
A startup founder visits your site at midnight and shares their company name, team size, and budget through your AI Agent. The agent creates a lead in Pipeline CRM with all details, creates the associated company record with duplicate checking, and applies a todo template for follow-up. Your BDR arrives in the morning with a qualified lead and a clear next step.
A prospect on WhatsApp confirms interest in your enterprise plan. Your AI Agent creates a deal in Pipeline CRM with the agreed value and assigns it to Stage 2 of your pipeline. It links the deal to the existing company, logs the conversation context, and triggers the assignment email to the account executive. CRM data entry happens in real time, not after the fact.
Your sales rep messages 'What's on my plate today?' The AI Agent retrieves their calendar tasks from Pipeline CRM filtered by today's date, lists follow-up calls and meetings sorted by priority, and includes the company names and deal values. Reps get their daily game plan in a single message. No CRM browsing required.
Pipeline CRM
FAQs
The agent uses Pipeline CRM's check_for_duplicates parameter when creating companies. If a company with the same name already exists, the API returns an error and the agent updates the existing record instead. This keeps your CRM clean without manual deduplication.
Yes. Pipeline CRM supports attaching todo templates to new deals via the todo_template_id parameter. When the agent creates a deal, it can automatically apply your predefined follow-up workflow, ensuring every deal triggers the same series of tasks for your sales team.
The agent can filter Pipeline CRM leads by creation date range (created_from_date and created_to_date) and last update date range. It also supports pagination to handle large lead lists. This helps your team focus on recently created or recently active leads.
No. Tars queries Pipeline CRM in real time during conversations. Deals, leads, companies, and task data are fetched live and used only for the current interaction. We do not maintain a copy of your sales data outside of Pipeline CRM.
Yes. The agent can list all deal stages in Pipeline CRM and retrieve details for any specific stage by ID. When creating deals, you configure which stage the agent assigns based on qualification criteria gathered during the conversation. Your pipeline structure is fully respected.
Web forms capture static data. The Tars AI agent has dynamic conversations, asks follow-up questions based on responses, qualifies leads in real time, and creates richer CRM records with context. It also works on WhatsApp, SMS, and websites simultaneously, not just your landing pages.
Tars requires your Pipeline CRM App Key, which you find in your Pipeline CRM account settings. Enter it once in the Tars Tools configuration. The key is encrypted at rest and in transit. You can regenerate it anytime from Pipeline CRM's settings.
Yes. Pipeline CRM's tasks endpoint supports filtering by deal_id, company_id, and person_id. The agent passes these filters to retrieve only relevant tasks. If your rep asks 'What tasks are linked to the Acme deal?', the agent returns exactly those items with due dates and descriptions.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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