Microsoft Copilot security directory

Pipeliner CRM

Published by Pipelinersales Corporation

High risk

Pipeliner is a next generation sales CRM software designed to empower sales teams and grow profitable customer relationships. The connector provides an API to work with Pipeliner records.

Security assessment

Plutonium assessed this connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Can change or update your information: This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.
  • Can permanently delete data: This connector can erase records, files, or accounts. Once deleted the data may be unrecoverable - even an accidental request can cause permanent loss.
  • Sends your data to outside companies: Anything you share with this connector flows to a third-party service. That company sees, stores, and may use the data according to their own policies.

Available capabilities

This add-on exposes 20 tools or capabilities.

  • Create Account
  • Create Contact
  • Create Lead
  • Create Opportunity
  • Create Task
  • Delete Account
  • Delete Contact
  • Delete Lead
  • Delete Opportunity
  • Delete Task
  • Get Account
  • Get Contact
  • Get Lead
  • Get Opportunity
  • Get Task
  • Update Account
  • Update Contact
  • Update Lead
  • Update Opportunity
  • Update Task

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