Pipeline integration

Connect

Pipeline

to AI agents.

Connect Pipeline's sales management platform to V7 Go's AI agents to automate deal progression, lead qualification, and sales pipeline optimization.

Data Source

Pipeline

Connect Pipeline to V7 Go and automate deal management, lead tracking, and sales pipeline workflows with intelligent AI coordination.

CRM & Sales

Deal Acceleration

Lead Qualification

Pipeline Visibility

Pipeline

Connect Pipeline to V7 Go and automate deal management, lead tracking, and sales pipeline workflows with intelligent AI coordination.

CRM & Sales

Deal Acceleration

Lead Qualification

Pipeline Visibility

Pipeline

Connect Pipeline to V7 Go and automate deal management, lead tracking, and sales pipeline workflows with intelligent AI coordination.

CRM & Sales

Deal Acceleration

Lead Qualification

Pipeline Visibility

AI Agent

M&A Pipeline Management Agent

Automate M&A pipeline management with AI. Extract deal metrics, track pipeline health, consolidate CIM data, and maintain real-time visibility across all opportunities.

Confidential Information Memorandum

Pitch Decks

Financial Statements

Destination

Select app below

Slack

Gmail

Microsoft Teams

Microsoft Excel

Notion

Google Sheets

Asana

monday

Zoom

Google Docs

Mailchimp

Explore 400+ more

Example workflow

Pipeline example workflow

Let AI handle tasks across multiple tools

Popular workflows

Example

Input

New deal created

AI Agent

Output

Input

New deal created

New Deal Created

Emit new event when a new deal is created in your Pipeline account.

AI Agent

M&A Pipeline Management Agent

Analyzing deal context and relationship history

Output

Waiting for analysis

Let the agent run first

Input

New deal created

AI Agent

Output

Input

New deal created

New Deal Created

Emit new event when a new deal is created in your Pipeline account.

AI Agent

M&A Pipeline Management Agent

Analyzing deal context and relationship history

Output

Waiting for analysis

Let the agent run first

Featured workflows

A library of

Pipeline Workflows

ready to operate

Select from a library of pre-built AI agents to power your Pipeline workflows.

Popular workflows

From

Slack

Pipeline

with

Agents

Slack + Pipeline

Get instant notifications when deals are created or moved to new stages.

From

Slack

Pipeline

with

Agents

Slack + Pipeline

Get instant notifications when deals are created or moved to new stages.

From

Slack

Pipeline

with

Agents

Slack + Pipeline

Get instant notifications when deals are created or moved to new stages.

From

Slack

Pipeline

with

Agents

Slack + Pipeline

Get instant notifications when deals are created or moved to new stages.

From

Gmail

Pipeline

with

Agents

Gmail + Pipeline

Email deal summaries and pipeline updates to stakeholders automatically.

From

Gmail

Pipeline

with

Agents

Gmail + Pipeline

Email deal summaries and pipeline updates to stakeholders automatically.

From

Gmail

Pipeline

with

Agents

Gmail + Pipeline

Email deal summaries and pipeline updates to stakeholders automatically.

From

Gmail

Pipeline

with

Agents

Gmail + Pipeline

Email deal summaries and pipeline updates to stakeholders automatically.

From

Microsoft Excel

Pipeline

with

Agents

Excel + Pipeline

Export pipeline data to spreadsheets for analysis and reporting.

From

Microsoft Excel

Pipeline

with

Agents

Excel + Pipeline

Export pipeline data to spreadsheets for analysis and reporting.

From

Microsoft Excel

Pipeline

with

Agents

Excel + Pipeline

Export pipeline data to spreadsheets for analysis and reporting.

From

Microsoft Excel

Pipeline

with

Agents

Excel + Pipeline

Export pipeline data to spreadsheets for analysis and reporting.

From

Asana

Pipeline

with

Agents

Pipeline + Asana

Create follow-up tasks in Asana when deals reach specific pipeline stages.

From

Asana

Pipeline

with

Agents

Pipeline + Asana

Create follow-up tasks in Asana when deals reach specific pipeline stages.

From

Asana

Pipeline

with

Agents

Pipeline + Asana

Create follow-up tasks in Asana when deals reach specific pipeline stages.

From

Asana

Pipeline

with

Agents

Pipeline + Asana

Create follow-up tasks in Asana when deals reach specific pipeline stages.

From

Notion

Pipeline

with

Agents

Pipeline + Notion

Document deal progress and customer interactions in Notion databases.

From

Notion

Pipeline

with

Agents

Pipeline + Notion

Document deal progress and customer interactions in Notion databases.

From

Notion

Pipeline

with

Agents

Pipeline + Notion

Document deal progress and customer interactions in Notion databases.

From

Notion

Pipeline

with

Agents

Pipeline + Notion

Document deal progress and customer interactions in Notion databases.

From

Microsoft Teams

Pipeline

with

Agents

Teams + Pipeline

Share pipeline updates and deal alerts with your sales team in Teams.

From

Microsoft Teams

Pipeline

with

Agents

Teams + Pipeline

Share pipeline updates and deal alerts with your sales team in Teams.

From

Microsoft Teams

Pipeline

with

Agents

Teams + Pipeline

Share pipeline updates and deal alerts with your sales team in Teams.

From

Microsoft Teams

Pipeline

with

Agents

Teams + Pipeline

Share pipeline updates and deal alerts with your sales team in Teams.

Actions & Triggers

Use

Pipeline

to build powerful automations across multiple tools

Popular workflows

Workflow triggers from Pipeline

New Company Created

Emit new event when a new company is created in your Pipeline account.

New Company Created

Emit new event when a new company is created in your Pipeline account.

New Company Created

Emit new event when a new company is created in your Pipeline account.

New Company Created

Emit new event when a new company is created in your Pipeline account.

New Deal Created

Emit new event when a new deal is created in your Pipeline account.

New Deal Created

Emit new event when a new deal is created in your Pipeline account.

New Deal Created

Emit new event when a new deal is created in your Pipeline account.

New Deal Created

Emit new event when a new deal is created in your Pipeline account.

New Person Created

Emit new event when a new person is created in your Pipeline account.

New Person Created

Emit new event when a new person is created in your Pipeline account.

New Person Created

Emit new event when a new person is created in your Pipeline account.

New Person Created

Emit new event when a new person is created in your Pipeline account.

AI agents can perform automated actions in the app

Create Activity

Creates a new activity associated with an existing person, company, or deal./paths/~1notes/post)

Create Activity

Creates a new activity associated with an existing person, company, or deal./paths/~1notes/post)

Create Activity

Creates a new activity associated with an existing person, company, or deal./paths/~1notes/post)

Create Activity

Creates a new activity associated with an existing person, company, or deal./paths/~1notes/post)

Create Company

Creates a new company in your Pipeline account.

Create Company

Creates a new company in your Pipeline account.

Create Company

Creates a new company in your Pipeline account.

Create Company

Creates a new company in your Pipeline account.

Create Deal

Creates a new deal in your Pipeline account.

Create Deal

Creates a new deal in your Pipeline account.

Create Deal

Creates a new deal in your Pipeline account.

Create Deal

Creates a new deal in your Pipeline account.

Create Event

Creates a new calendar event in your Pipeline account./paths/~1calendar_entries/post)

Create Event

Creates a new calendar event in your Pipeline account./paths/~1calendar_entries/post)

Create Event

Creates a new calendar event in your Pipeline account./paths/~1calendar_entries/post)

Create Event

Creates a new calendar event in your Pipeline account./paths/~1calendar_entries/post)

Create Person

Creates a new person in your Pipeline account.

Create Person

Creates a new person in your Pipeline account.

Create Person

Creates a new person in your Pipeline account.

Create Person

Creates a new person in your Pipeline account.

Create Task

Creates a new calendar task in your Pipeline account./paths/~1calendar_entries/post)

Create Task

Creates a new calendar task in your Pipeline account./paths/~1calendar_entries/post)

Create Task

Creates a new calendar task in your Pipeline account./paths/~1calendar_entries/post)

Create Task

Creates a new calendar task in your Pipeline account./paths/~1calendar_entries/post)

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Partner program

Add your app to V7 Go

Develop your own integration as an app partner in our ecosystem.

Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

Do I need a Pipeline subscription to use this integration?

Yes, you'll need an active Pipeline subscription to access your sales data and CRM functionality. V7 Go enhances your existing Pipeline investment by automating deal management, lead tracking, and relationship intelligence workflows.

Can I customize the AI agents for my specific sales process?

Absolutely! V7 Go's AI agents can be customized to match your sales methodology, deal stages, and qualification criteria. You can configure workflows to align with your team's unique sales process and business requirements.

How secure is the data integration with Pipeline?

V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your Pipeline data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by sales teams.

What types of sales workflows can be automated?

The integration can automate deal creation, lead qualification, pipeline stage progression, contact management, and task assignment. AI agents can analyze deal context, identify next steps, and coordinate follow-up activities across your entire sales organization.

Can I integrate Pipeline with my existing sales tools and communication platforms?

Yes! V7 Go can send analyzed Pipeline data to various output integrations including Slack, Teams, Gmail, Excel, and project management tools. This ensures seamless workflow integration with your existing technology stack and communication channels.

How does this integration help with deal acceleration?

V7 Go's AI agents can automatically analyze deal progress, identify bottlenecks, and recommend next steps based on historical patterns. They can flag stalled deals, suggest follow-up actions, and coordinate team activities to keep deals moving through your pipeline faster.

Do I need a Pipeline subscription to use this integration?

Can I customize the AI agents for my specific sales process?

How secure is the data integration with Pipeline?

What types of sales workflows can be automated?

Can I integrate Pipeline with my existing sales tools and communication platforms?

How does this integration help with deal acceleration?

Do I need a Pipeline subscription to use this integration?

Can I customize the AI agents for my specific sales process?

How secure is the data integration with Pipeline?

What types of sales workflows can be automated?

Can I integrate Pipeline with my existing sales tools and communication platforms?

How does this integration help with deal acceleration?

Do I need a Pipeline subscription to use this integration?

Can I customize the AI agents for my specific sales process?

How secure is the data integration with Pipeline?

What types of sales workflows can be automated?

Can I integrate Pipeline with my existing sales tools and communication platforms?

How does this integration help with deal acceleration?

Get started

Ready to build

the best

Pipeline

automations

Book a personalized demo and we'll help you build your first Pipeline workflow. See how V7 Go AI agents can automate your deal management, lead qualification, and sales pipeline optimization in just 30 minutes.

30-minute session

Personalized setup

Live demonstration