AddToPipeline
Add companies or contacts to a CRM pipeline as new deals (entries), optionally setting their stage, owner, revenue or other fields.
Starter documentation. Features and account details may differ from this deployment.
AddToPipeline
Add companies or contacts to a CRM pipeline as new deals (entries), optionally setting their stage, owner, revenue or other fields. A company pipeline takes companies and a contact pipeline takes contacts (see ListPipelines' tracks); a generic pipeline, with no tracks, takes rows that name only their fields. A record already in the pipeline is not added again unless allowDuplicates is true (for a second, separate deal); its existing entry is returned in alreadyPresent instead. Returns the new entries with their entryIds and fields as saved.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
pipelineId | string | Yes | The pipeline's id from ListPipelines. |
entries | ToolNewEntry[] | Yes | The companies or contacts to add, each with its starting fields, or a generic pipeline's new rows. |
allowDuplicates | boolean | No | Add a record again even if it already has an entry in this pipeline. Only for a genuinely separate second deal. Defaults to false. |