Delete an empty sales pipeline

You can now delete a sales pipeline. DELETE /api/v2/sales/pipelines/{id} returns 204 and takes the pipeline's stages with it. Until now a pipeline created by mistake, or one left over from a test run, could only be renamed.

The pipeline has to be empty first. If any opportunity still sits in one of its stages the request is refused with 422 and a message naming the two ways out: delete those opportunities, or move them to a stage in another pipeline by sending that stage's pipelines_stage_id to PATCH /api/v2/sales/opportunities/{id}. List the pipeline's opportunities before you call delete and you will know which case you are in.

Agent examples: an agent can clean up the scratch pipelines it created while modelling a customer's sales process, and it can consolidate two overlapping pipelines by moving the deals across and removing the empty one.

Resources: Sales Pipeline · Sales Opportunity

Building with an AI agent? Point it at the Opportunities skill.