Integration · CRM & sales
Connect Claude & ChatGPT to CRM PipeRun
Ask your AI which deals are open in a pipeline, what is planned for a customer, or to log a call in CRM PipeRun. It can create and update deals, companies, people and activities, add notes and products to deals, and read your proposals. Your pipeline is kept up to date without clicking through every record.
Connect CRM PipeRun free
Free plan, no credit card. Takes about a minute.
Try asking
“Which open deals are in the Enterprise pipeline, and what are they worth?”
The AI looks up the pipeline and lists its open deals with value, stage and owner.
“Move the Acme deal to the Negotiation stage.”
It finds the deal and the stage ID, then updates the deal's stage.
“Create a deal for Nordic Foods in the Sales pipeline, first stage, worth 50,000.”
It checks the pipeline and stages, searches for the company and creates the deal.
What your AI can do
Deals and pipelines
Search, create and update deals, move them between stages, mark them won or lost and add products.
Companies and people
Search, create and update companies and contacts, and see which people are linked to a deal.
Activities, notes and proposals
Plan and complete activities, add notes to deals, companies or people, and read proposals.
“Book a follow-up call with Maria next Tuesday on the Acme deal.”
It finds the activity type, owner and deal, then creates an open activity with the date.
“Add a note to the Acme deal: customer wants a pilot in March.”
It adds the note to the deal.
“What proposals do we have for the Acme deal?”
It lists the proposals with their value and status, and can read one in detail.
214 tools for CRM PipeRun
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
add_deal_productChanges dataAdd a product to a deal: `deal_id`, `product_id`, `quantity`, unit `value` and `status`, with optional discount.archive_messageDeletesArchive a message. Destructive action; may require approval. API summary: Arquivar e-mail.create_activityChanges dataCreate an activity (task, call, meeting) with `activity_type_id`, `owner_id` and `status` (0 open), plus title, start/end dates and a linked deal, people or companies.create_activity_typeChanges dataCreate a new activity type. Required: name, active or send integration. Search activity types first to avoid duplicates. API summary: Adicionar tipo de atividade.create_advanced_goalChanges dataCreate a new advanced goal. Required: title, visibility, type, type of period, start at or end at. API summary: Adicionar meta avançada.create_categoryChanges dataCreate a new category. Required: name. API summary: Adicionar categoria de item.create_characteristicChanges dataCreate a new characteristic. Required: name. Search characteristics first to avoid duplicates. API summary: Adicionar característica do item.create_characteristic_optionChanges dataCreate a new option for a characteristic. Required: name. API summary: Adicionar opções na característica do item.create_companyChanges dataCreate a company with its name and optional CNPJ, address, website, segment and tags. Search first to avoid duplicates.create_counterChanges dataCreate a new counter. Required: name or counter. API summary: Adicionar sigla sequencial de propostas.create_custom_fieldChanges dataCreate a new custom field. Required: name, type or belongs. API summary: Adicionar campos customizados.create_custom_formChanges dataCreate a new custom form. Required: name, type or status. Search custom forms first to avoid duplicates. API summary: Adicionar formulário customizado.create_datalistChanges dataCreate a new datalist. Required: name or entity. API summary: Adicionar lista de dados.create_datalist_fieldChanges dataCreate a new field for a datalist. Required: name or datalist field type id. API summary: Adicionar campo em uma lista de dados.create_datalist_recordChanges dataCreate a new record for a datalist. API summary: Adicionar registro na oportunidade.create_datalist_record_adicionar_registro_na_empresaChanges dataCreate a new record for a datalist. API summary: Adicionar registro na empresa.create_datalist_record_adicionar_registro_na_pessoaChanges dataCreate a new record for a datalist. API summary: Adicionar registro na pessoa.create_datalist_record_adicionar_registros_em_uma_lista_de_dadosChanges dataCreate a new record for a datalist. API summary: Adicionar registro sem vínculo à lista de dados.create_dealChanges dataCreate a deal with a `title`, `pipeline_id` and `stage_id`, plus optional value, owner_id, company_id, person_id and tags. Look up pipelines and stages first.create_deal_proposalChanges dataCreate a new proposal for a deal. Required: user id or template. Search proposals first to avoid duplicates. API summary: Adicionar proposta usando template.create_documentChanges dataCreate a new document. Required: name. Search documents first to avoid duplicates. API summary: Adicionar documento para assinatura.create_field_optionChanges dataCreate a new option for a field. API summary: Adicionar opções em um campo de lista de dados.create_lost_reasonChanges dataCreate a new lost reason. Required: name. Search lost reasons first to avoid duplicates. API summary: Adicionar motivo de perda de oportunidade.create_modelChanges dataCreate a new model. Required: name. Search models first to avoid duplicates. API summary: Adicionar modelo de proposta.create_noteChanges dataAdd a note with `text` to a deal, company or person (pass deal_id, company_id or person_id).create_originChanges dataCreate a new origin. Required: name or active. Search origins first to avoid duplicates. API summary: Adicionar origem de oportunidades.create_origin_groupChanges dataCreate a new origin group. Required: name or active. Search origin groups first to avoid duplicates. API summary: Adicionar grupo de origens de oportunidades.create_paymentChanges dataCreate a new payment. Required: proposal id, proposal parcel id, value or paid at. API summary: Adicionar pagamento de parcela de proposta.create_payment_methodChanges dataCreate a new payment method. Required: payment method type id, description or type. Search payment methods first to avoid duplicates. API summary: Adicionar forma de pagamento.create_personChanges dataCreate a person (contact) with a `name` and optional email, phone, company, job title and tags. Search first to avoid duplicates.create_pipelineChanges dataCreate a new pipeline. Required: name, funnel type or user id. Search pipelines first to avoid duplicates. API summary: Adicionar funil.create_productChanges dataCreate a new product. Required: name or type. Search products first to avoid duplicates. API summary: Adicionar item.create_proposalChanges dataCreate a new proposal. Required: deal id. Search proposals first to avoid duplicates. API summary: Adicionar proposta.create_regionChanges dataCreate a new region. Required: name. Search regions first to avoid duplicates. API summary: Adicionar região.create_segmentChanges dataCreate a new segment. Required: name. Search segments first to avoid duplicates. API summary: Adicionar segmentos.create_signatureChanges dataCreate a new signature. Required: signature document id or email. API summary: Adicionar assinatura em documento.create_stageChanges dataCreate a new stage. Required: pipeline id or name. Search stages first to avoid duplicates. API summary: Adicionar etapa de funil.create_tagChanges dataCreate a new tag. Required: name or belongs. Search tags first to avoid duplicates. API summary: Adicionar tag.create_teamChanges dataCreate a new team. Required: name. Search teams first to avoid duplicates. API summary: Adicionar equipe.create_team_groupChanges dataCreate a new team group. Required: name. Search team groups first to avoid duplicates. API summary: Adicionar grupo de equipe.create_templateChanges dataCreate a new template. Required: name or template. Search templates first to avoid duplicates. API summary: Adicionar template de proposta.create_template_adicionar_template_de_e_mailVisible to othersCreate a new template. Required: name, subject, body, engine or active. Search templates first to avoid duplicates. Has effects visible outside this system. API summary: Criar template de e-mail.create_unitChanges dataCreate a new unit. Required: name, abbreviation or decimal places. Search units first to avoid duplicates. API summary: Adicionar unidade de medida.create_userChanges dataCreate a new user. Required: email or name. Search users first to avoid duplicates. API summary: Adicionar usuário.delete_activityDeletesPermanently delete one activity by ID. This cannot be undone.delete_activity_typeDeletesPermanently delete a activity type by activity type id. Destructive action; may require approval. API summary: Deletar tipo de atividade.delete_advanced_goalDeletesPermanently delete a advanced goal by goal id. Destructive action; may require approval. API summary: Deletar meta avançada.delete_categoryDeletesPermanently delete a category by item categories id. Destructive action; may require approval. API summary: Deletar categoria de item.delete_characteristicDeletesPermanently delete a characteristic by item characteristics id. Destructive action; may require approval. API summary: Deletar característica do item.delete_companyDeletesPermanently delete a company by company id. Destructive action; may require approval. API summary: Deletar empresa.delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Deletar pessoa.delete_counterDeletesPermanently delete a counter by proposal counter id. Destructive action; may require approval. API summary: Deletar sigla sequencial de propostas.delete_custom_fieldDeletesPermanently delete a custom field by custom field id. Destructive action; may require approval. API summary: Deletar campo customizado.delete_custom_formDeletesPermanently delete a custom form by custom form id. Destructive action; may require approval. API summary: Deletar formulário customizado.delete_datalistDeletesPermanently delete a datalist by datalist id. Destructive action; may require approval. API summary: Deletar lista de dados.delete_datalist_fieldDeletesPermanently delete a field by field id. Destructive action; may require approval. API summary: Deletar campo em uma lista de dados.delete_datalist_recordDeletesPermanently delete a record by record id. Destructive action; may require approval. API summary: Deletar registro da lista de dados.delete_dealDeletesPermanently delete a deal by deal id. Destructive action; may require approval. API summary: Deletar oportunidade.delete_deal_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletar o item vinculado da oportunidade.delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Deletar arquivo.delete_lost_reasonDeletesPermanently delete a lost reason by lost reason id. Destructive action; may require approval. API summary: Deletar motivo de perda de oportunidade.delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Deletar nota.delete_messages_bulkMoves moneyPermanently delete a message. Financial or irreversible action; may require approval. API summary: Deletar e-mail.delete_modelDeletesPermanently delete a model by template id. Destructive action; may require approval. API summary: Deletar modelo de proposta.delete_originDeletesPermanently delete a origin by origin id. Destructive action; may require approval. API summary: Deletar origem de oportunidades.delete_origin_groupDeletesPermanently delete a origin group by origin group id. Destructive action; may require approval. API summary: Deletar grupo de origem.delete_payment_methodDeletesPermanently delete a payment method by payment method id. Destructive action; may require approval. API summary: Deletar forma de pagamento.delete_pipelineDeletesPermanently delete a pipeline by pipeline id. Destructive action; may require approval. API summary: Deletar funil.delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Deletar item.delete_proposalDeletesPermanently delete a proposal by proposal id. Destructive action; may require approval. API summary: Deletar proposta.delete_regionDeletesPermanently delete a region by region id. Destructive action; may require approval. API summary: Deletar região.delete_segmentDeletesPermanently delete a segment by segment id. Destructive action; may require approval. API summary: Deletar segmento.delete_signatureDeletesPermanently delete a signature by signature id. Destructive action; may require approval. API summary: Deletar assinatura.delete_stageDeletesPermanently delete a stage by stage id. Destructive action; may require approval. API summary: Deletar etapa de funil.delete_tagDeletesPermanently delete a tag by tag id. Destructive action; may require approval. API summary: Deletar tag.delete_teamDeletesPermanently delete a team by team id. Destructive action; may require approval. API summary: Deletar equipe.delete_team_groupDeletesPermanently delete a team group by team group id. Destructive action; may require approval. API summary: Deletar grupo de equipe.delete_templateDeletesPermanently delete a template by template id. Destructive action; may require approval. API summary: Deletar template de proposta.delete_template_deletar_template_de_e_mailDeletesPermanently delete a template by email template id. Destructive action; may require approval. API summary: Deletar template de e-mail.delete_unitDeletesPermanently delete a unit by unit id. Destructive action; may require approval. API summary: Deletar unidade de medida.get_activityGet one activity by ID, with its type, dates, owner, status and linked deal.get_activity_typeGet one activity type by activity type id. API summary: Ver detalhes do tipo da atividade.get_advanced_goalGet one advanced goal by goal id. API summary: Ver detalhes da meta avançada.get_callGet one call by call id. API summary: Ver detalhes do histórico de ligação.get_categoryGet one category by item categories id. API summary: Ver detalhes da categoria de item.get_characteristicGet one characteristic by item characteristics id. API summary: Ver detalhes da característica do item.get_cityGet one city by city id. API summary: Ver detalhes da cidade.get_companyGet one company by ID, with address, CNPJ, website and other details.get_counterGet one counter by proposal counter id. API summary: Ver detalhes da sigla sequencial de propostas.get_custom_fieldGet one custom field by custom field id. API summary: Ver detalhes do campo customizado.get_custom_formGet one custom form by custom form id. API summary: Ver detalhes do formulário customizado.get_datalistGet one datalist by datalist id. API summary: Ver detalhes da lista de dados.get_datalist_recordGet one record for a datalist by record id. API summary: Ver detalhes do registro da lista de dados.get_dealGet one deal by `deal_id`, with its value, stage, owner, status and dates.get_deal_productGet one product for a deal by product id. API summary: Ver detalhes do item vinculado à oportunidade.get_documentGet one document by document id. API summary: Ver detalhes do arquivo.get_document_ver_detalhes_de_documento_enviado_para_assinaturaGet one document by document id. API summary: Ver detalhes de documento enviado para assinatura.get_lost_reasonGet one lost reason by lost reason id. API summary: Ver detalhes do motivo de perda de oportunidade.get_messageGet one message by message id. API summary: Ver detalhes da nota.get_modelGet one model by template id. API summary: Ver detalhes do modelo de proposta.get_originGet one origin by origin id. API summary: Ver detalhes da origem de oportunidades.get_origin_groupGet one origin group by origin group id. API summary: Ver detalhes do grupo de origens de oportunidades.get_payment_methodGet one payment method by payment method id. API summary: Ver detalhes da forma de pagamento.get_personGet one person (contact) by ID, with emails, phones, company and other details.get_pipelineGet one pipeline by pipeline id. API summary: Buscar funil.get_productGet one product by product id. API summary: Ver detalhes do item.get_proposalGet one proposal by ID, with its items, values and status.get_regionGet one region by region id. API summary: Ver detalhes da região.get_segmentGet one segment by segment id. API summary: Ver detalhes do segmento.get_signatureGet one signature by signature id. API summary: Ver detalhes da assinatura.get_stageGet one stage by stage id. API summary: Ver detalhes da etapa de funil.get_tagGet one tag by tag id. API summary: Ver detalhes da tag.get_teamGet one team by team id. API summary: Ver detalhes da equipe.get_team_groupGet one team group by team group id. API summary: Ver detalhes do grupo de equipe.get_templateGet one template by template id. API summary: Ver detalhes do template de proposta.get_template_ver_detalhes_do_template_de_e_mailGet one template by email template id. API summary: Ver detalhes do template de e-mail.get_unitGet one unit by unit id. API summary: Ver detalhes da unidade de medida.get_userGet one user by user id. API summary: Ver detalhes do usuário.list_activity_typesList the activity types (e.g. call, meeting, task) with their IDs. Needed to create activities.list_advanced_goal_statsList stats for a advanced goal. Optional filters: with. API summary: Ver estatísticas da meta avançada.list_advanced_goalsList advanced goals. Optional filters: show, sort, desc, with, title or type. Results are paginated. API summary: Listar metas avançadas.list_callsList calls. Optional filters: show, from user id, deal id, company id, person id or webphone id. Results are paginated. API summary: Listar histórico de ligações.list_categoriesList categories. Optional filters: show, created at start, created at end, updated at start or updated at end. Results are paginated. API summary: Listar categorias de item.list_cnaesList cnaes. Optional filters: show, code or description. Results are paginated.list_countersList counters. Optional filters: show. Results are paginated. API summary: Listar siglas sequenciais de propostas.list_custom_fieldsList custom fields. Optional filters: show, type, belongs, created at start, created at end or updated at start. Results are paginated. API summary: Listar campos customizados.list_custom_fields_campo_customizado_em_empresasList custom fields. Optional filters: show, company id, custom field id, created at start, created at end or updated at start. Results are paginated. API summary: Campos customizados em empresas.list_custom_fields_campo_customizado_em_oportunidadeList custom fields. Optional filters: show, deal id, custom field id, created at start, created at end or updated at start. Results are paginated. API summary: Campo customizado em oportunidade.list_custom_fields_campo_customizado_em_pessoasList custom fields. Optional filters: show, person id, custom field id, created at start, created at end or updated at start. Results are paginated. API summary: Campo customizado em pessoa.list_datalist_fieldsList fields for a datalist. API summary: Listar campos de uma lista de dados.list_datalist_recordsList records for a datalist. API summary: Listar registros da oportunidade.list_datalist_records_listar_registros_da_empresaList records for a datalist. API summary: Listar registros da empresa.list_datalist_records_listar_registros_da_pessoaList records for a datalist. API summary: Listar registros da pessoa.list_datalist_records_listar_registros_de_uma_lista_de_dadosList records for a datalist. Optional filters: show, sort or desc. Results are paginated. API summary: Listar registros de uma lista de dados.list_datalistsList datalists. Optional filters: entity. Results are paginated. API summary: Listar listas de dados.list_deal_peopleList the people (contacts) linked to one deal by `deal_id`.list_deal_productsList the products and services added to one deal by `deal_id`.list_documentsList documents. Optional filters: show, status, owner id, pipeline id, created at start or created at end. Results are paginated. API summary: Listar documentos enviados para assinaturas.list_field_optionsList options for a field. API summary: Listar opções de um campo de lista de dados.list_lost_reasonsList the reasons a deal can be marked lost, with their IDs.list_messagesList messages. Optional filters: show, user id, company id, person id, deal id or email template id. Results are paginated. API summary: Listar e-mails.list_notesList notes, filtered by deal_id, company_id, person_id, user_id or date range.list_parcel_paymentsList payments for a parcel. API summary: Ver detalhes do pagamento de parcela de proposta.list_payment_method_typesList payment method types. Optional filters: show or sort. Results are paginated. API summary: Listar tipos de formas de pagamento.list_paymentsList payments. Optional filters: show, sort, id, proposal parcel id, value or commission value. Results are paginated. API summary: Listar pagamento de parcelas de propostas.list_pipelinesList the sales pipelines (funis) in the account, with their IDs.list_proposalsList commercial proposals (propostas) with their deal, value and status.list_signaturesList signatures. Optional filters: show, created at start, created at end, updated at start or updated at end. Results are paginated. API summary: Listar assinaturas.list_stage_historiesList stage histories. Optional filters: show, deal id, in stage id, out stage id, in user id or out user id. Results are paginated. API summary: Listar histórico de etapas de funil.list_stagesList the pipeline stages (etapas), with IDs and the pipeline each belongs to. Needed to create or move deals.list_usersList users in the PipeRun account by name, email or active status. Use to find an owner_id.search_accountsSearch accounts by show, id, name, active, created at start or created at end. Use this to find existing accounts before creating a new account. Results are paginated. API summary: Contas de usuários.search_activitiesSearch activities (tasks, calls, meetings) by title, status (0 open, 2 done, 4 no-show), owner, deal or date range.search_characteristicsSearch characteristics by show, name, description, created at start, created at end or updated at start. Use this to find existing characteristics before creating a new characteristic. Results are paginated. API summary: Listar características dos itens.search_citiesSearch cities by show, name or uf. Use this to find existing cities before creating a new city. Results are paginated. API summary: Cidades.search_companiesSearch companies by name, CNPJ or other filters. Use this to find a company's ID before creating a duplicate.search_custom_formsSearch custom forms by show, sort, name, created at start, created at end or updated at start. Use this to find existing custom forms before creating a new custom form. Results are paginated. API summary: Listar formulários customizados.search_deal_proposalsSearch proposals for a deal by show, filter or sort. Use this to find existing proposals before creating a new proposal. Results are paginated. API summary: Listar propostas de oportunidade.search_dealsSearch deals (oportunidades) by title, status (0 open, 1 won, 3 lost), pipeline_id, stage_id, owner_id, company_id, person_id or value range. Use `with` to include items, persons, companies or users.search_documentsSearch documents by show, user id, deal id, email id, call id or name. Use this to find existing documents before creating a new document. Results are paginated. API summary: Listar arquivos.search_modelsSearch models by name or show. Use this to find existing models before creating a new model. Results are paginated. API summary: Listar modelos de propostas.search_origin_groupsSearch origin groups by show, name, active, created at start, created at end or updated at start. Use this to find existing origin groups before creating a new origin group. Results are paginated. API summary: Listar grupos de origens de oportunidades.search_originsSearch origins by show, origin group id, name, hash or active. Use this to find existing origins before creating a new origin. Results are paginated. API summary: Listar origens de oportunidades.search_payment_methodsSearch payment methods by show, payment method type id, down payment, discount, term or parcels. Use this to find existing payment methods before creating a new payment method. Results are paginated. API summary: Listar formas de pagamento.search_peopleSearch people (contacts) by name, CPF, email or other filters. Use this to find a person's ID.search_productsSearch products and services (itens) in the catalog, with their IDs and prices.search_regionsSearch regions by show, region id, name, cep to, cep from or balance. Use this to find existing regions before creating a new region. Results are paginated. API summary: Listar regiões.search_segmentsSearch segments by show, id, name, created at start, created at end or updated at start. Use this to find existing segments before creating a new segment. Results are paginated. API summary: Listar segmentos.search_tagsSearch tags by show, user id, name, color, active or belongs. Use this to find existing tags before creating a new tag. Results are paginated. API summary: Listar tags.search_team_groupsSearch team groups by show, with, name, created at start, created at end or updated at start. Use this to find existing team groups before creating a new team group. Results are paginated. API summary: Listar grupos de equipe.search_teamsSearch teams by show, with, id, name, updated at start or updated at end. Use this to find existing teams before creating a new team. Results are paginated. API summary: Listar equipes.search_templatesSearch templates by show, hash or name. Use this to find existing templates before creating a new template. API summary: Listar templates de proposta.search_templates_listar_templates_de_e_mailSearch templates by show, user id, name, subject, created at start or created at end. Use this to find existing templates before creating a new template. Results are paginated. API summary: Listar templates de e-mail.search_unitsSearch units by show, category id, name or active. Use this to find existing units before creating a new unit. Results are paginated. API summary: Listar unidades de medida.submit_dealVisible to othersDuplicate a deal (deal id). Has effects visible outside this system. API summary: Duplicar oportunidade.update_activityChanges dataUpdate an activity by `task_id`, e.g. change dates or mark it done (status 2) with a comment.update_activity_typeChanges dataUpdate an existing activity type identified by activity type id. API summary: Atualizar tipo de atividade.update_advanced_goalChanges dataUpdate an existing advanced goal identified by goal id. API summary: Atualizar meta avançada.update_categoryChanges dataUpdate an existing category identified by item categories id. API summary: Atualizar categoria de item.update_characteristicChanges dataUpdate an existing characteristic identified by item characteristics id. API summary: Atualizar característica do item.update_companyChanges dataUpdate a company's details by `company_id`. Only the fields you pass change.update_counterChanges dataUpdate an existing counter identified by proposal counter id. API summary: Atualizar sigla sequencial de propostas.update_custom_fieldChanges dataUpdate an existing custom field identified by custom field id. API summary: Atualizar campo customizado.update_custom_formChanges dataUpdate an existing custom form identified by custom form id. API summary: Atualizar formulário customizado.update_datalistChanges dataUpdate an existing datalist identified by datalist id. API summary: Atualizar lista de dados.update_datalist_fieldChanges dataUpdate an existing field identified by field id. API summary: Atualizar campo em uma lista de dados.update_datalist_recordChanges dataUpdate an existing record identified by record id. API summary: Atualizar registro de uma lista de dados.update_dealChanges dataUpdate a deal by `deal_id`: move it to another stage, change value, owner, status (won/lost) or other fields.update_deal_contactChanges dataUpdate an existing contact identified by contact id. API summary: Atualizar outros contatos da oportunidade.update_deal_productChanges dataUpdate an existing product identified by product id. API summary: Atualizar item vinculado à oportunidade.update_field_optionChanges dataUpdate an existing option identified by option id. API summary: Atualizar opções em um campo de lista de dados.update_generate_pdfChanges dataUpdate an existing generate pdf identified by hash. API summary: Gerar o PDF de uma proposta.update_inboxesVisible to othersUpdate an existing inbox. Has effects visible outside this system. API summary: Mover e-mail para caixa de entrada.update_lost_reasonChanges dataUpdate an existing lost reason identified by lost reason id. API summary: Atualizar motivo de perda de oportunidade.update_messageChanges dataUpdate an existing message identified by message id. API summary: Atualizar nota.update_modelChanges dataUpdate an existing model identified by template id. API summary: Atualizar modelo de proposta.update_originChanges dataUpdate an existing origin identified by origin id. API summary: Atualizar origem de oportunidades.update_origin_groupChanges dataUpdate an existing origin group identified by origin group id. API summary: Atualizar grupo de origens de oportunidades.update_payment_methodChanges dataUpdate an existing payment method identified by payment method id. API summary: Atualizar forma de pagamento.update_personChanges dataUpdate a person's details by `contact_id`. Only the fields you pass change.update_pipelineChanges dataUpdate an existing pipeline identified by pipeline id. API summary: Atualizar funil.update_productChanges dataUpdate an existing product identified by product id. API summary: Atualizar item.update_proposalChanges dataUpdate an existing proposal identified by proposal id. API summary: Atualizar proposta.update_readsVisible to othersUpdate an existing read. Has effects visible outside this system. API summary: Marcar e-mail como lido.update_regionChanges dataUpdate an existing region identified by region id. API summary: Atualizar região.update_segmentChanges dataUpdate an existing segment identified by segment id. API summary: Atualizar segmento.update_stageChanges dataUpdate an existing stage identified by stage id. API summary: Atualizar etapa de funil.update_tagChanges dataUpdate an existing tag identified by tag id. API summary: Atualizar tag.update_teamChanges dataUpdate an existing team identified by team id. API summary: Atualizar equipe.update_team_groupChanges dataUpdate an existing team group identified by team group id. API summary: Atualizar grupo de equipe.update_templateChanges dataUpdate an existing template identified by template id. API summary: Atualizar template de proposta.update_unitChanges dataUpdate an existing unit identified by unit id. API summary: Atualizar unidade de medida.update_unreadsVisible to othersUpdate an existing unread. Has effects visible outside this system. API summary: Marcar e-mail como não lido.update_userChanges dataUpdate an existing user identified by user id. API summary: Atualizar usuário.
Set up in three steps
- 1
Pick the app
Create a free HeyMyApps account and choose CRM PipeRun from the app list.
- 2
Paste your key
Paste your PipeRun user token. In PipeRun, open Meus Dados (app.pipe.run/v2/me/user-data) or Integrações (app.pipe.run/v2/integrations). Your token is shown under your photo or at the top right. It has the same access as your user.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in CRM PipeRun?
The AI can search and read deals, pipelines, stages, companies, people, activities, notes, products, proposals, users and lost reasons. It can create and update deals, companies, people and activities, add notes and products to deals, and delete an activity if you switch that tool on.
Does the AI see my PipeRun token?
No. Your PipeRun token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.
Can I control what the AI is allowed to do?
Yes. You choose which tools are switched on, so you can start read-only. Deleting an activity is permanent, and it can require your approval before it runs. Every tool call is logged.
Does it work with ChatGPT?
Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.
What does it cost?
HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own CRM PipeRun account.
What access does the PipeRun token give?
The token belongs to your PipeRun user and has the same access as that user. The AI can only reach what that user can see, and only through the tools you switch on in HeyMyApps.
Related integrations
Let your AI work in CRM PipeRun today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect CRM PipeRun freeHeyMyApps is not affiliated with CRM PipeRun. Product names are trademarks of their owners.