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Pipeline → Create Pipeline
AI-generatedSummary
Create a new sales pipeline in Streak CRM by specifying its name, assigning it to a team, and defining its stages. Optionally configure whether the pipeline is shared team-wide and customize the fields available in its boxes.
Inputs
- Pipeline Name (required) — The name of the new pipeline to create.
- Team (required) — The team to assign the pipeline to; select from a list or specify by ID.
- Stages (required) — A list of stages for the pipeline, each requiring a name.
- Additional Options — Optional settings including whether the pipeline is team-wide and any custom fields for boxes in the pipeline, with each field defined by name and type.
Output shape
A single record representing the created pipeline, including its assigned team, stages, and any custom fields.
The output returns the created pipeline's data as received from the Streak CRM API. All input fields are required except those in Additional Options, which are optional. Errors will occur if required fields are missing or invalid.
Examples
Example 1: Create a pipeline named 'Sales Q3' for the 'Marketing' team with three stages ('Prospecting', 'Negotiation', 'Closed Won') and define a custom text input field for expected revenue.
Set the pipeline name to 'Sales Q3', select the 'Marketing' team from the list, add the three named stages, and add an Additional Option to include a custom field named 'Expected Revenue' of type Text Input.