Pipeline CRM
for LuumenAI
Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
Operate Pipeline CRM from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Pipeline CRM toolbox
15 tools: 9 read, 6 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet Company by IDRetrieves comprehensive details for a specific company by ID from Pipeline CRM.
- ReadGet Deal by IDRetrieve details for a specific deal by ID in Pipeline CRM.
- ReadGet Deal Stage by IDRetrieve details for a specific stage by ID in Pipeline CRM.
- ReadGet calendar task by IDRetrieve details for a specific task by ID in Pipeline CRM.
- ReadList CompaniesList companies in Pipeline CRM with optional filtering, sorting, and pagination.
- ReadList LeadsList leads in Pipeline CRM.
- ReadList Deal StagesList deal stages.
- ReadList calendar tasksList calendar tasks.
- ReadList UsersList users in Pipeline CRM account with optional pagination.
- WriteCreate Pipeline CRM CompanyCreates a new company record in Pipeline CRM with contact details, address, and social media information. Approval by default
- WriteCreate DealCreate a new deal in Pipeline CRM. Approval by default
- WriteDelete CompanyDelete a company by ID in Pipeline CRM. Approval by default
- WriteDelete DealDelete a deal by ID. Approval by default
- WriteDelete calendar taskDelete a calendar task by ID. Approval by default
- WriteUpdate CompanyUpdate an existing company by ID in Pipeline CRM. Approval by default
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create pipeline crm company, create deal, delete company, delete deal, and more — is shown as a plan and requires approval by default, including the 3 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Pipeline CRM — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Pipeline CRM to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.