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insites-pipelines

Manage sales pipelines, stages, and opportunities via the Insites Pipelines API.

Updated Aug 27, 2026
Search Tags:#api#sales#crm#pipeline#stages#opportunities
One-click install
npx skills add https://github.com/combinate-me/Executive-Assistant --skill insites-pipelines
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: insites-pipelines
Source: https://github.com/combinate-me/Executive-Assistant/tree/main/combinate-plugins/insites-platform/.claude-plugin/skills/pipelines
Command: npx skills add https://github.com/combinate-me/Executive-Assistant --skill insites-pipelines

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Consolidates and streamlines the management of sales pipelines, stages, and opportunities within Insites, reducing manual coordination across teams.

Core Features & Use Cases

  • List, create, update, and delete pipelines to reflect your sales process.
  • Manage pipeline stages (e.g., Lead, Qualified, Proposal, Closed) and associate opportunities and contacts.
  • Retrieve and modify opportunities and related contacts to track progress and forecasts.

Quick Start

Configure your environment with INSITES_INSTANCE_URL and INSITES_API_KEY, then use the Pipelines API to list, create, update, or delete pipelines, stages, and opportunities.

Frequently Asked Questions about insites-pipelines

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate managing sales pipelines and opportunities in Insites?▼

Automating sales pipeline management in Insites is handled through the Pipelines API at /pipeline/api/v2/, which lets you list, create, update, and delete pipelines, stages, and opportunities programmatically.

What do I need to configure before managing Insites pipelines via API?▼

To manage Insites pipelines, you need to configure your environment with the INSITES_INSTANCE_URL and INSITES_API_KEY, and define a frontmatter name and description to guide discovery and activation.

Can I manage pipeline stages and track deal transitions using the Insites API?▼

Yes, the Insites API supports managing pipeline stages like Lead, Qualified, and Proposal, and allows you to track deal progress through stage transitions while associating related contacts and opportunities.

What's the best way to reduce manual coordination across sales teams tracking deals?▼

Using the Insites pipelines API to consolidate stage transitions, opportunity updates, and contact associations reduces manual coordination across teams by automating these workflows programmatically.

How do I retrieve and modify opportunities to track sales forecasts in Insites?▼

You can retrieve and modify opportunities and their related contacts via the Insites Pipelines API to track deal progress and update sales forecasts across your defined pipeline stages.

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