Create a pipeline
create_pipelineCreate a deal pipeline. To set one up the way the business actually works, pass stages: the OPEN stages in left-to-right order (1 to 15, e.g. ["Inquiry", "Consult booked", "Proposal sent"]), and optionally won_stage_name and lost_stage_name (default "Won" and "Lost", e.g. "Retained" and "Not hired"). The won and lost stages are always added at the end and drive lead outcomes and win reporting. Without stages it is seeded with the standard New, Qualified, Proposal, Won, Lost. Every stage name must be different, ignoring case. If the account has no default pipeline yet, this one becomes the default. Most accounts need only one pipeline: to change an existing one, use rename_pipeline_stage, create_pipeline_stage, delete_pipeline_stage and reorder_pipeline_stages instead of making a second. IF A PIPELINE WITH THAT NAME ALREADY EXISTS, ignoring case, NOTHING IS CREATED OR CHANGED: the existing one is returned with created=false, and created is the ONLY field that tells you which happened. Do not work around it by adding a number to the name. A new pipeline starts with no deals; pass its pipeline_id to create_deal, or make it the default with set_default_pipeline so new leads land in it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Pipeline name, e.g. "Intake" or "Renewals" | |
| stages | No | The open stages in board order. Omit for the standard New, Qualified, Proposal | |
| won_stage_name | No | Name of the won stage (default "Won"). Only used with stages | |
| lost_stage_name | No | Name of the lost stage (default "Lost"). Only used with stages |