home / skills / a5c-ai / babysitter / pipedrive-connector

pipedrive-connector skill

safe

/plugins/babysitter/skills/babysit/process/specializations/domains/business/sales/skills/pipedrive-connector

This skill helps SMB sales teams manage Pipedrive deals, pipelines, and activities with automated lead processing and custom field handling.

npx playbooks add skill a5c-ai/babysitter --skill pipedrive-connector

Review the files below or copy the command above to add this skill to your agents.

Files (1)

SKILL.md

2.0 KB

---
name: pipedrive-connector
description: Pipedrive CRM integration optimized for SMB sales teams
allowed-tools:
  - Read
  - Write
  - Glob
  - Grep
  - Bash
  - WebFetch
metadata:
  specialization: sales
  domain: business
  priority: P2
  integration-points:
    - Pipedrive REST API
---

# Pipedrive Connector

## Overview

The Pipedrive Connector skill provides integration with Pipedrive CRM, a sales-focused CRM designed for small and medium businesses. This skill enables deal and pipeline management, activity tracking, lead inbox operations, and custom field handling with an emphasis on simplicity and sales velocity.

## Capabilities

### Deal & Pipeline Management
- Create, update, and track deals across pipelines
- Manage multiple pipelines and stages
- Calculate deal probability and weighted values
- Track deal rotting and activity alerts

### Activity Management
- Schedule and track calls, meetings, and tasks
- Automate activity creation based on triggers
- Monitor activity completion rates
- Link activities to deals and contacts

### Lead Management
- Process leads from the lead inbox
- Convert leads to deals with proper mapping
- Track lead sources and attribution
- Manage lead qualification criteria

### Custom Field Handling
- Access and update custom fields
- Handle different field types (text, numeric, date, enum)
- Manage field visibility and requirements
- Support calculated field logic

## Usage

### Pipeline Overview
```
Retrieve all deals in the active pipeline with their current stage, value, and days since last activity.
```

### Activity Automation
```
Create follow-up activities for all deals that have been idle for more than 7 days without customer contact.
```

### Lead Processing
```
Process incoming leads from the lead inbox, enriching data and routing to appropriate pipeline stages.
```

## Enhances Processes

- opportunity-stage-management
- pipeline-review-forecast

## Dependencies

- Pipedrive API token
- Appropriate Pipedrive subscription tier
- API rate limit compliance

Overview

This skill connects your agent to Pipedrive CRM, optimized for small and mid-sized sales teams focused on velocity and simplicity. It provides programmatic access to deals, pipelines, activities, leads, and custom fields. The integration is built to automate routine sales operations and improve pipeline hygiene.

How this skill works

The skill uses the Pipedrive API token to read and write CRM objects like deals, activities, and leads. It supports multi-pipeline operations, stage-aware deal queries, and activity automation based on inactivity or custom triggers. Custom fields are discovered and handled according to their type so data mapping and enrichment remain consistent.

When to use it

Automate follow-ups for deals that have been idle for a set number of days.
Generate pipeline reports and weighted forecasts across multiple pipelines.
Convert and route incoming leads from the lead inbox into the correct pipeline and stage.
Synchronize or enrich deal and contact data using custom field mappings.
Create and link activities (calls, meetings, tasks) to improve rep accountability.

Best practices

Store and rotate the Pipedrive API token securely and restrict access to necessary scopes.
Respect API rate limits by batching requests and using backoff on 429 responses.
Map custom fields explicitly and validate types before writing to avoid data corruption.
Use activity templates for consistent follow-ups and attach them to deal-stage triggers.
Run periodic pipeline hygiene jobs to flag rotting deals and stale contacts.

Example use cases

Retrieve all deals in the active pipeline with stage, value, probability, and days since last activity for a daily forecast email.
Create follow-up activities for deals idle more than 7 days and assign them to the deal owner.
Process lead inbox entries, enrich them with third-party data, and route qualified leads to the sales pipeline.
Update calculated custom fields (e.g., weighted value) when deal value or probability changes.
Alert a manager when a high-value deal drops stages without recent activity.

FAQ

What credentials are required?

A valid Pipedrive API token with appropriate account permissions is required.

Does it support custom fields?

Yes. The skill discovers and updates custom fields and handles common types like text, numeric, date, and enums.