convert_lead
ChatGPTConvert a lead into a customer.
Overview
Pipeline Pal is a CRM for tracking sales leads, contacts and deals in ChatGPT. It's made for freelancers, founders and small sales teams who'd rather talk to their pipeline than fill in forms. Just ask in plain language: "add Sarah from Acme as a lead", "move the Acme deal to Proposal" or "what should I focus on today?" Pipeline Pal keeps your leads, customers, deals, calls, emails and notes in one place, with a visual board you can drag deals across. Every day it tells you which deals need attention, and it flags the ones that have gone quiet or are about to close. Want to follow up? ChatGPT drafts the email with your Gmail, and Pipeline Pal logs it on the contact automatically. It works on desktop, web and mobile. Sign in once with a plugins.works account and you're set.
Tools
create_customer
ChatGPTCreate a new customer. If the user hasn't given the name yet, ask for it first (and offer company, email, source); don't invent values. Afterwards call open_crm with contact_id and confirm=created.
create_deal
ChatGPTCreate a deal in the pipeline. Ask the user for missing essentials first (title; offer value, stage, expected close date and contact) instead of guessing; link the contact by contact_id (search or create the contact first). Afterwards call open_crm with deal_id and confirm=created.
create_lead
ChatGPTCreate a new lead. If the user hasn't given the name yet, ask for it first (and offer company, email, source); don't invent values. Afterwards call open_crm with contact_id and confirm=created.
daily_brief
ChatGPTWhat to focus on today: open deals ranked by close date, value and days since last contact, with reasons and suggested actions.
deals_closing
ChatGPTOpen deals with expected close within N days (default 30), including overdue ones.
delete_activity
ChatGPTDelete an activity.
delete_contact
ChatGPTPermanently delete a lead/customer and their activities. Always ask the user to confirm in the chat first, and only call after they say yes.
delete_deal
ChatGPTPermanently delete a deal. Always ask the user to confirm in the chat first, and only call after they say yes.
delete_my_account
ChatGPTPermanently delete the signed-in user's account and all their Pipeline Pal data. Destructive and irreversible: only call after the user explicitly confirms, with confirm=true.
get_contact
ChatGPTGet a lead or customer with their deals and activity timeline.
get_deal
ChatGPTGet one deal.
get_pipeline
ChatGPTPipeline grouped by stage with counts and value totals.
get_settings
ChatGPTThe signed-in user's account settings (email, name, currency used for totals).
list_activities
ChatGPTList timeline activities.
list_customers
ChatGPTList/search customers with optional filters.
list_deals
ChatGPTList deals, optionally by stage, contact or text.
list_leads
ChatGPTList/search leads with optional filters.
log_activity
ChatGPTLog a note, call or email on a contact/deal timeline. If the user hasn't said what the note/call was about, ask first. If the user has sent an email, call this with type=email to record it.
move_deal_stage
ChatGPTMove a deal to another stage (won/lost closes it; won converts the contact to a customer).
needs_followup
ChatGPTOpen deals whose contact has gone quiet (no email/call in N days).
open_crm
ChatGPTOpen Pipeline Pal, the user's CRM app (pipeline board, leads, customers, contact detail). Optional: view (pipeline|leads|customers|brief), deal_id or contact_id to jump straight to a record. Accepts empty arguments. After you create or update a lead, customer or deal, call this with its contact_id or deal_id and confirm=created|updated to show a compact confirmation card with an Open button.
search
ChatGPTSearch leads, customers and deals by name, company, email, phone or notes.
set_currency
ChatGPTSettings: set the signed-in user's currency, used for pipeline totals and as the default for new deals (3-letter ISO code; new accounts start on USD). Call when the user asks to change or switch currency. relabel_deals=true also changes the currency label on all existing deals (values are not converted).
update_activity
ChatGPTEdit an activity's subject or text.
update_contact
ChatGPTUpdate fields on a lead or customer (only provided fields change). If it is unclear what should change, ask the user first. Afterwards call open_crm with contact_id and confirm=updated.
update_deal
ChatGPTUpdate deal fields (only provided fields change). If it is unclear what should change, ask the user first. Afterwards call open_crm with deal_id and confirm=updated.
Capabilities
InteractiveWrites
Example Prompts
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