The month's forecast
Sarah Chen, sales director at Acme Ltd, asked which deals were expected to close this month. Memtro listed them with value, stage, probability and owner, and gave the total.
Pipeline CRM + Memtro
Which deals close this month, and what happened on them last?
Pipeline CRM connects Memtro to your deals. It reads deals with stage, value, owner, company and people, people and leads with position, company and status, companies, the activities logged on a deal, person or company, tasks and events, and the account's stages, pipelines and categories. When asked, and once an administrator has granted the action by name, it can create and edit deals, people and companies, delete a deal or an activity, log an activity, comment on one, which emails its notify list, and add or complete a task or event. Phone numbers and home details are never returned.
In Memtro
What you can do with Pipeline CRM in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Pipeline CRM tool, reads what it needs, and answers with the source cited.
What it does
- 01Lists deals with value, stage, probability, owner, company, people and expected close date, filtered by stage, owner, company or date ranges
- 02Reads one deal with its most recent activities, and lists activities on a deal, person or company, newest first
- 03Lists people and leads with work email, position, company, lead status and owner, and companies with website, location and tags
- 04Lists tasks and events with due dates and owner, and the account's stages, pipelines, statuses, categories and users
- 05When asked and granted, creates and edits deals, where a won or lost stage closes the deal, creates and edits people and companies, and permanently deletes a deal
- 06When asked and granted, logs an activity, comments on one, which emails the users on its notify list, deletes an activity, and adds or completes a task or event
Acts when asked
When you ask it to
These tools change something in Pipeline CRM. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Create a deal
- 02Change a deal's name, value, stage, probability, close date, company, people or owner (a stage or probability change can close the deal)
- 03Delete a deal (permanent)
- 04Create a person (lead or contact)
- 05Change a person's name, email, position, company, status or owner
- 06Create a company
- 07Log an activity (note) on a deal, person or company
- 08Delete an activity (permanent)
- 09Comment on an activity (users on its notify list are emailed)
- 10Add a task or event to a deal, person or company
- 11Mark a task or event complete or not complete
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Pipeline CRM, choosing the same kinds; the tab shows Pipeline CRM's own steps. Each event can start a job, with the event as its input. Pipeline CRM signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A deal was created
- 02A deal was updated
- 03A deal was deleted
- 04A person was created
- 05A person was updated
- 06A person was deleted
- 07A company was created
- 08A company was updated
- 09A company was deleted
In practice
Ask it like you would a colleague
Once Pipeline CRM is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Pipeline CRM + MemtroWhich deals are expected to close this month?
What was the last activity on the Northwind deal?
Which leads have I not touched in two weeks?
What tasks are due for me tomorrow?
Log a note on the BigCo deal that pricing was agreed
Recording a call
Tom Reilly, account executive at Northwind, asked Memtro to log that BigCo had agreed pricing and to add a task to send the contract on Thursday. Memtro logged the activity on the deal and added the task. Nobody was emailed.
Teams
Where it fits
The teams that lean on Pipeline CRM most, a question each of them asks, and what they connect beside it.
- SalesWalk into every call briefedAccount executive, Account manager, Sales leader, Sales operations“Brief me on BigCo before the 3pm renewal call”Used alongside HubSpot, Help Scout, Xero, Gmail, Google Calendar and 6 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- SupportAnswer tickets with the whole company behind youAgent, Team lead, Escalation owner, Head of support“Which VIP conversations have been waiting more than a day?”Used alongside Help Scout, HubSpot, Postgres, Xero, Stripe and 8 more.
Better together
Works with
A record in Pipeline CRM is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- Finance and commercePipeline CRM with XeroInvoices, bills, contacts and reports, answered in plain English with figures cited to Xero.
- Finance and commercePipeline CRM with StripeCustomers, charges, invoices and subscriptions through a restricted key.
- Finance and commercePipeline CRM with FellohBookings, payments, refunds, chargebacks, supplier payments and payouts from the travel payments platform.
- SupportPipeline CRM with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportPipeline CRM with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportPipeline CRM with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatPipeline CRM with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatPipeline CRM with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatPipeline CRM with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- HubSpot
- Twenty CRM
- Salesforce
- Pipedrive
- Apollo.io
- Aircall
- Zoho CRM
- Close
- Attio
- Dynamics 365 Sales
- DocuSign
Capsule CRM
Copper
Freshsales- Salesloft
Dialpad
folk
Insightly- JustCall
Nutshell
Vitally- Agile CRM
Nimble
OnePageCRM
Salesflare
CloudTalk
Hunter
Lusha
Ontraport
Reply
Streak- Dolibarr
EspoCRM
Planhat
Bloomerang
Givebutter- Common Room
- Neon CRM
Raisely
People Data Labs
Planning Center
ChurchSuite
Affinity
Kommo
Keap
Setup
How to connect
Connect withAPI token, with an app key for a legacy api_key
- 1
In Pipeline CRM, an account admin first allows you to manage API tokens. Then open Your profile → API tokens and create a token named Memtro.
- 2
Choose Read only if Memtro should only read, otherwise read-write, and copy the token, which is shown once. It acts as you.
- 3
In Memtro, open Connections → Pipeline CRM and paste it into API token. Fill in App key only if you are using a legacy api_key.
- 4
Ask your first question: which deals are expected to close this month?
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Pipeline CRM tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Pipeline CRM?+
Only when you ask, and only what it has been granted: create a deal; change a deal's name, value, stage, probability, close date, company, people or owner (a stage or probability change can close the deal); delete a deal (permanent); create a person (lead or contact); change a person's name, email, position, company, status or owner; create a company; log an activity (note) on a deal, person or company; delete an activity (permanent); comment on an activity (users on its notify list are emailed); add a task or event to a deal, person or company; mark a task or event complete or not complete. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Pipeline CRM connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Pipeline CRM data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Pipeline CRM?+
API token, with an app key for a legacy api_key. In Pipeline CRM, an account admin first allows you to manage API tokens. Then open Your profile → API tokens and create a token named Memtro.
Can Pipeline CRM start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Pipeline CRM, choosing the same kinds; the tab shows Pipeline CRM's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Pipeline CRM in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.