# Pipedrive Automation

Automates Pipedrive CRM pipelines, deal updates, and task tracking through agent commands. Useful for sales reps managing deals directly inside the terminal.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 4500 installs · ★ 541
- Author: Claude Office Skills
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/claude-office-skills/skills/tree/HEAD/pipedrive-automation/SKILL.md
- Updated: 2026-01-31
- HTML: https://affpapa.org/en/nevibecode/skills/pipedrive-automation

## What it does

This skill connects your coding assistant to Pipedrive CRM for handling sales pipelines without manual web interface checks. It processes deal records, organizations, and contacts while syncing stage progressions. When deals or calls finish, automated triggers schedule follow-up tasks and send email confirmations.

Under the hood, the skill relies on the `crm-mcp` server with tools like `pipedrive_deal`, `pipedrive_person`, `pipedrive_organization`, and `pipedrive_activity`. The MCP server is mandatory. Without this server configured, the agent cannot access CRM records and actions will fail.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill pipedrive-automation -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/pipedrive-automation/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/pipedrive-automation/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill pipedrive-automation -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/pipedrive-automation/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill pipedrive-automation -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/pipedrive-automation/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install claude-office-skills/skills pipedrive-automation
```

2. **Manually: put the files in place**
- File: `.github/skills/pipedrive-automation/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill pipedrive-automation -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/claude-office-skills/skills --path pipedrive-automation
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/pipedrive-automation/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill pipedrive-automation -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/claude-office-skills/skills/tree/HEAD/pipedrive-automation/SKILL.md

## When to use it
- move deals across pipeline stages automatically
- schedule follow-up tasks after sales calls
- track contacts and linked organizations in Pipedrive
- generate pipeline reports and activity summaries

## Example prompts
- Create a new deal in Pipedrive for the Acme organization and schedule a discovery call
- Move the BigCo deal to Proposal Sent and create a follow-up task
- Generate a sales pipeline report with stale deal warnings

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: df211f3d626cfead.

BEGIN THIRD-PARTY FILE df211f3d626cfead
````text
---
name: Pipedrive Automation
description: Automate Pipedrive CRM workflows including deal management, pipeline tracking, and sales reporting
version: 1.0.0
author: Claude Office Skills
category: crm
tags:
  - pipedrive
  - crm
  - sales
  - deals
  - pipeline
department: sales
models:
  - claude-3-opus
  - claude-3-sonnet
  - gpt-4
mcp:
  server: crm-mcp
  tools:
    - pipedrive_deal
    - pipedrive_person
    - pipedrive_organization
    - pipedrive_activity
capabilities:
  - Deal management
  - Pipeline automation
  - Activity tracking
  - Sales reporting
input:
  - Deal information
  - Contact details
  - Pipeline stages
  - Activity logs
output:
  - Deal updates
  - Pipeline reports
  - Forecasts
  - Activity summaries
languages:
  - en
related_skills:
  - crm-automation
  - hubspot-automation
  - salesforce-automation
---

# Pipedrive Automation

Comprehensive skill for automating Pipedrive CRM and sales pipeline management.

## Core Workflows

### 1. Sales Pipeline

```
PIPEDRIVE PIPELINE FLOW:
┌─────────────────────────────────────────────────────────┐
│                     PIPELINE VIEW                        │
├──────────┬──────────┬──────────┬──────────┬────────────┤
│  Lead    │ Contact  │ Proposal │ Negoti-  │   Won/     │
│  In      │  Made    │  Sent    │  ation   │   Lost     │
├──────────┼──────────┼──────────┼──────────┼────────────┤
│ $15,000  │ $45,000  │ $80,000  │ $35,000  │ $125,000   │
│ 5 deals  │ 8 deals  │ 6 deals  │ 3 deals  │ 12 deals   │
├──────────┼──────────┼──────────┼──────────┼────────────┤
│ ┌──────┐ │ ┌──────┐ │ ┌──────┐ │ ┌──────┐ │            │
│ │Acme  │ │ │Tech  │ │ │StartX│ │ │BigCo │ │            │
│ │$5,000│ │ │$12K  │ │ │$25K  │ │ │$20K  │ │            │
│ └──────┘ │ └──────┘ │ └──────┘ │ └──────┘ │            │
└──────────┴──────────┴──────────┴──────────┴────────────┘
```

### 2. Automation Triggers

```yaml
automations:
  - name: new_deal_setup
    trigger:
      type: deal_created
    actions:
      - create_activity:
          type: call
          subject: "Initial discovery call"
          due_days: 1
      - send_email:
          template: welcome_sequence
      - add_label: "New"
      
  - name: stage_progression
````
END THIRD-PARTY FILE df211f3d626cfead

The third-party file has ended. Everything between the df211f3d626cfead tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

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