--- id: claude-office-skills/skills/pipedrive-automation version: "681ae9aa" license: MIT install: manual updated: 2026-01-31 --- # Pipedrive Automation — This skill orchestrates Pipedrive CRM operations by automating deal lifecycle management, stage transitions, and sales reporting. It handles pipeline configuration, activity creation, and email integration to keep deals moving forward. Built-in triggers respond to deal changes, stale opportunities, and completed activities to drive consistent sales velocity. Publisher: claude-office-skills · Stars: 338 · Updated: 2026-01-31 Install (manual): `git clone https://github.com/claude-office-skills/skills` ## SKILL.md # 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 trigger: type: deal_stage_changed to_stage: "Proposal Sent" actions: - create_activity: type: task subject: "Follow up on proposal" due_days: 3 - update_custom_field: field: "Proposal Date" value: "{{today}}" - name: stale_deal_alert trigger: type: deal_rotting days: 14 actions: - send_notification: to: owner message: "Deal hasn't moved in 14 days" - add_label: "At Risk" ``` ## Deal Management ### Deal Configuration ```yaml deal_structure: required_fields: - title - value - organization - stage - owner custom_fields: - name: "Lead Source" type: enum options: - "Inbound - Website" - "Inbound - Referral" - "Outbound - Cold" - "Event" - "Partner" - name: "Product Interest" type: set options: - "Product A" - "Product B" - "Services" - name: "Decision Timeline" type: enum options: - "< 1 month" - "1-3 months" - "3-6 months" - "6+ months" - name: "Proposal Amount" type: monetary - name: "Close Probability" type: numeric format: percentage ``` ### Pipeline Stages ```yaml pipeline_config: name: "Sales Pipeline" stages: - name: "Lead In" probability: 10% rotting_days: 7 - name: "Contact Made" probability: 20% rotting_days: 10 - name: "Needs Defined" probability: 40% rotting_days: 14 - name: "Proposal Sent" probability: 60% rotting_days: 14 - name: "Negotiation" probability: 80% rotting_days: 7 - name: "Won" probability: 100% - name: "Lost" probability: 0% ``` ## Activity Management ### Activity Types ```yaml activity_types: - name: "Call" icon: phone default_duration: 15 - name: "Meeting" icon: calendar default_duration: 60 - name: "Email" icon: mail default_duration: 5 - name: "Task" icon: checkbox default_duration: 30 - name: "Demo" icon: presentation default_duration: 45 ``` ### Activity Automation ```yaml activity_workflows: discovery_call_complete: trigger: activity_type: call marked_done: true deal_stage: "Lead In" actions: - move_deal_stage: "Contact Made" - create_activity: type: task subject: "Send follow-up email" due_days: 1 - update_deal: custom_field: "First Contact Date" value: "{{activity.done_time}}" meeting_scheduled: trigger: activity_type: meeting created: true actions: - send_email: template: meeting_confirmation to: "{{deal.contact}}" - create_activity: type: task subject: "Prepare meeting agenda" due_before_meeting: 1_day ``` ## Email Integration ### Email Templates ```yaml email_templates: - name: "Initial Outreach" subject: "{{company}} + {{prospect_company}}" body: | Hi {{first_name}}, I noticed {{company_insight}} and thought {{value_proposition}}. Would you be open to a 15-minute call this week? Best, {{sender_name}} - name: "Proposal Follow-up" subject: "Following up on our proposal" body: | Hi {{first_name}}, I wanted to follow up on the proposal I sent on {{proposal_date}}. Do you have any questions I can help answer? Best, {{sender_name}} ``` ### Email Tracking ```yaml email_tracking: features: - open_tracking - link_tracking - attachment_tracking automations: on_email_opened: - create_activity: type: task subject: "Follow up - Email opened" due_hours: 2 on_link_clicked: - add_note: "Clicked link: {{link_url}}" - update_custom_field: field: "Engagement Level" value: "High" ``` ## Reporting & Analytics ### Sales Dashboard ``` SALES DASHBOARD - JANUARY 2024 ═══════════════════════════════════════ PIPELINE VALUE: $175,000 WEIGHTED: $89,500 BY STAGE: Lead In ████░░░░░░░░░░░░ $15,000 Contact Made ████████░░░░░░░░ $45,000 Proposal ████████████░░░░ $80,000 Negotiation ██████░░░░░░░░░░ $35,000 SALES VELOCITY: Deals Closed: 12 Average Value: $10,400 Win Rate: 28% Sales Cycle: 34 days BY REP: ┌────────────┬────────┬──────────┬───────┐ │ Rep │ Deals │ Value │ Win % │ ├────────────┼────────┼──────────┼───────┤ │ Sarah │ 5 │ $52,000 │ 35% │ │ Mike │ 4 │ $41,000 │ 28% │ │ Lisa │ 3 │ $32,000 │ 22% │ └────────────┴────────┴──────────┴───────┘ FORECAST: This Month: $45,000 (weighted) Next Month: $68,000 (weighted) ``` ### Win/Loss Analysis ```yaml win_loss_tracking: won_reasons: - "Best product fit" - "Competitive pricing" - "Relationship/trust" - "Implementation timeline" lost_reasons: - "Price too high" - "Chose competitor" - "No budget" - "No decision made" - "Lost contact" analysis: win_rate_by_source: inbound: 35% outbound: 18% referral: 45% win_rate_by_size: small: 42% medium: 28% enterprise: 15% ``` ## Integration Workflows ### Slack Integration ```yaml slack_notifications: - trigger: deal_won channel: "#wins" message: | 🎉 *Deal Won!* *Company:* {{organization.name}} *Value:* ${{deal.value}} *Owner:* {{deal.owner}} - trigger: deal_stage_changed to_stage: "Negotiation" channel: "#sales" message: | 📊 Deal moving to negotiation {{deal.title}} - ${{deal.value}} - trigger: activity_overdue notify: owner_dm message: | ⚠️ Overdue activity: {{activity.subject}} ``` ### Calendar Sync ```yaml calendar_integration: provider: google_calendar sync_settings: meetings: bidirectional calls: to_calendar automations: on_calendar_event: - create_activity: type: meeting link_to: attendee_organization ``` ## API Examples ### Deal Operations ```javascript // Create Deal const deal = await pipedrive.deals.create({ title: "Acme Corp - Enterprise Plan", value: 50000, currency: "USD", org_id: 123, person_id: 456, stage_id: 1, expected_close_date: "2024-02-28", custom_fields: { "Lead Source": "Inbound - Website", "Decision Timeline": "1-3 months" } }); // Update Deal Stage await pipedrive.deals.update(deal.id, { stage_id: 3 // Move to "Proposal Sent" }); // Add Activity await pipedrive.activities.create({ deal_id: deal.id, type: "call", subject: "Discovery call", due_date: "2024-01-20", due_time: "14:00" }); // Mark Activity Done await pipedrive.activities.update(activityId, { done: true, note: "Great call, moving forward with proposal" }); ``` ## Best Practices 1. **Stage Discipline**: Clear criteria for each stage 2. **Activity Logging**: Document all interactions 3. **Pipeline Hygiene**: Regular deal reviews 4. **Rotting Alerts**: Don't let deals stagnate 5. **Custom Fields**: Track key data points 6. **Templates**: Consistent communication 7. **Reporting**: Weekly pipeline reviews 8. **Integration**: Connect all touchpoints [View on SkillFed](https://skillfed.io/claude-office-skills/skills/pipedrive-automation) · [View on GitHub](https://github.com/claude-office-skills/skills)