Pipeline
Manage deal pipelines, stages, and track contacts through your sales process.
📄️ Get All Pipelines
Get all pipelines with deduplicated columns extracted separately.
📄️ Create Pipeline
Create a new pipeline.
📄️ Update Pipeline
Update a pipeline (name, column_template_id with optional column_mapping).
📄️ Delete Pipeline
Delete a pipeline.
📄️ Check Pipeline Leads
Check if a pipeline has leads and return lead count breakdown by column.
📄️ Migrate And Delete Pipeline
Migrate all leads from source pipeline to target pipeline and columns,
📄️ Get Pipeline Columns
Get columns/stages for a specific pipeline.
📄️ Get All Column Templates
Get all column templates (id, name, columns).
📄️ Create Column Template
Create a new column template with columns.
📄️ Duplicate Column Template
Duplicate an existing column template.
📄️ Update Column Template
Update a column template (name, columns).
📄️ Delete Column Template
Delete a column template.
📄️ Add Column To Template
Add a new column to a template.
📄️ Reorder Columns In Template
Reorder columns in a template.
📄️ Update Column In Template
Update a column in a template.
📄️ Remove Column From Template
Remove a column from a template.
📄️ Load Leads
Get leads - either grouped by specified field or as a flat list.
📄️ Load More Leads
Load more leads for a specific column with pagination.
📄️ Batch Check Column Lead Counts
Check lead counts for multiple columns in a single request.
📄️ Bulk Migrate And Delete Columns
Migrate leads from multiple source columns and delete them atomically.