Common Teamopipe API use cases
The Teamopipe API opens up automation and integration possibilities. Here are common use cases and the endpoints behind each. Start with the list of available endpoints, and get a key from Settings → Integrations → API keys.
Sync contacts from your website form
When someone fills out a contact form on your website, use a webhook to automatically create that contact in Teamopipe with POST /contacts. No manual data entry. If you'd rather not write code, see adding form submissions with Zapier.
Bulk import deals from a spreadsheet
Parse a CSV file of deals from a legacy system and create them with POST /deals. For one-off imports, the built-in CSV import is simpler — see how to import deals from CSV.
Export pipeline data for reporting
Pull your deals and custom field data with GET /deals and build custom dashboards or reports in your BI tool. For a one-off copy, see how to export your data.
Create tasks from external events
When a deal reaches a certain stage, use POST /tasks to automatically create a task reminder for your team.
Example: a web form to a task
- A visitor submits your website form.
- Your webhook calls POST /contacts with their name and email.
- It then calls POST /tasks to add "Reply to new enquiry" for your team.
- You check Contacts and Tasks in the app to confirm both exist.
Test before you go live
Run the flow with a test submission, check the records in the app, and delete them afterwards.
When something fails
- Check the API key is valid.
- Check the values you send match what the field expects.
- Retry only after you've confirmed the first attempt didn't create a record, so you avoid duplicates.
Revoke access
Remove a key in Settings → Integrations → API keys when you no longer need it.
Related articles: available endpoints, API access.
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