Tool Reference
ExportPipelineCsv
Export a CRM pipeline's deals (entries) to a CSV file saved in the user's Mosaic files: Company and Domain (or Contact and Email), then one column per field, with people as emails.
Starter documentation. Features and account details may differ from this deployment.
ExportPipelineCsv
Export a CRM pipeline's deals (entries) to a CSV file saved in the user's Mosaic files: Company and Domain (or Contact and Email), then one column per field, with people as emails. Use it to back up a pipeline, move it to another team (ImportPipelineCsv reads the same file), or share it as a spreadsheet; to answer questions about deals, use FindPipelineEntries instead. Returns the file's documentId and how many entries it holds.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
pipelineId | string | Yes | The pipeline's id from ListPipelines. |