Pipeline crm AI agent for Slack and Teams
Put Wopie to work in Pipeline crm.
Wopie keeps Pipeline crm tidy: it updates deals, adds companies and reminds you about tasks.
$100 in credits · No card needed
Carla in #sales
@wopie which deals haven't moved in two weeks?
Wopie Quoted 70 credits before starting
Five deals are stuck, worth $27,000. The biggest is Harlow Dental at $9,500, last touched 19 days ago.
Used 63 credits·Answered in #sales
Carla in #sales
@wopie add a $6,000 deal for Pine Street Gym
Wopie Quoted 60 credits before starting
I added the deal under Pine Street Gym, with you as owner. I put it in the first stage.
Used 54 credits·Created in Pipeline CRM
Carla in #sales
@wopie what's on my calendar tasks today?
Wopie Quoted 35 credits before starting
Four tasks: two calls, one quote to send and one follow-up with Harlow Dental by 3 pm.
Used 32 credits·Answered in the thread
Carla in #sales
@wopie delete the duplicate Harlow Dental company
Wopie Quoted 70 credits before starting
There are two Harlow Dental records and one has no deals. Deleting can't be undone, so I'm waiting for your OK.
Used 63 credits·Waiting for your OK
How Wopie works with Pipeline crm.
Wopie is an AI agent that works in Pipeline crm for you. You ask in Slack or Microsoft Teams. It finds deals and companies, creates new ones, and checks the tasks on your calendar. Ask which deals need a push. Wopie tells you the credits first. Deleting a deal, company or task waits for a person's OK.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Pipeline crm.
- 2Wopie does the workIt tells you the credits first, then works in Pipeline crm and your other tools, and posts the result in the thread.
- 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
- Works in
- Slack and Microsoft Teams
- Connects
- With your Pipeline crm API key
- Category
- Sales & CRM
- What it can do
- 15 Pipeline crm actions: 9 look things up, 6 make changes
- Price
- $100 in free credits, then pay per job
Wopie uses Pipeline crm with your other tools.
Ask for a result that needs more than one tool. Wopie pulls from Pipeline crm, checks the rest and hands back one finished answer.
Everything Wopie can do in Pipeline crm.
15 Pipeline crm actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 9 only look things up. The rest make changes, inside the access you give it.
- Create dealChanges
Create a new deal in Pipeline CRM.
- Create Pipeline CRM companyChanges
Creates a new company record in Pipeline CRM with contact details, address, and social media information.
- Delete calendar taskChanges
Delete a calendar task. Use after confirming the task exists in Pipeline CRM.
- Delete companyChanges
Delete a company in Pipeline CRM.
- Delete dealChanges
Delete a deal. Use when you need to remove a deal from Pipeline CRM.
- Get calendar taskLooks up
Gets details for a specific task in Pipeline CRM.
- Get companyLooks up
Gets comprehensive details for a specific company from Pipeline CRM.
- Get dealLooks up
Gets details for a specific deal in Pipeline CRM.
- Get deal stageLooks up
Gets details for a specific stage in Pipeline CRM.
- List calendar tasksLooks up
- List companiesLooks up
- List deal stagesLooks up
List deal stages. Use when you need to enumerate all stages for deals in Pipeline CRM.
Safe in Pipeline crm by default.
- Only what you share
Wopie sees only what your Pipeline crm connection allows, and never more than the person who asked.
- Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
- Every step on record
Each change it makes in Pipeline crm is logged, with who asked and who approved it.
From owners using it
What owners are saying.
“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals
More Sales & CRM integrations.
Wopie works in 3,200+ apps, and can use several in one job.
Pipeline crm integration
Pipeline crm questions, answered.
Only after you say yes. Deleting a deal, company or task always waits for your OK.
Pipeline crm and its logo belong to their owner and are shown only to say the two work together.