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pipedrive skill

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This skill helps you manage Pipedrive CRM tasks by querying deals, contacts, orgs, and activities through simple CLI commands.

npx playbooks add skill openclaw/skills --skill pipedrive

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

Files (4)

SKILL.md

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---
name: pipedrive
description: Pipedrive CRM API for managing deals, contacts (persons), organizations, activities, leads, pipelines, products, and notes. Use for sales pipeline management, deal tracking, contact/organization management, activity scheduling, lead handling, or any Pipedrive CRM tasks.
---

# Pipedrive

Sales CRM API for deals, contacts, organizations, activities, pipelines, leads, and notes.

## Setup

Get your API token from Pipedrive:
1. Go to Settings → Personal preferences → API
2. Copy your personal API token

Store in `~/.clawdbot/clawdbot.json`:
```json
{
  "skills": {
    "entries": {
      "pipedrive": {
        "apiToken": "YOUR_API_TOKEN"
      }
    }
  }
}
```

Or set env: `PIPEDRIVE_API_TOKEN=xxx`

## Quick Reference

### Deals (most important!)
```bash
{baseDir}/scripts/pipedrive.sh deals list                    # List all deals
{baseDir}/scripts/pipedrive.sh deals list --status open      # Open deals only
{baseDir}/scripts/pipedrive.sh deals search "query"          # Search deals
{baseDir}/scripts/pipedrive.sh deals show <id>               # Get deal details
{baseDir}/scripts/pipedrive.sh deals create --title "Deal" --person <id> --value 1000
{baseDir}/scripts/pipedrive.sh deals update <id> --value 2000 --stage <stage_id>
{baseDir}/scripts/pipedrive.sh deals won <id>                # Mark deal as won
{baseDir}/scripts/pipedrive.sh deals lost <id> --reason "Reason"  # Mark deal as lost
{baseDir}/scripts/pipedrive.sh deals delete <id>             # Delete deal
```

### Persons (contacts)
```bash
{baseDir}/scripts/pipedrive.sh persons list                  # List all persons
{baseDir}/scripts/pipedrive.sh persons search "query"        # Search persons
{baseDir}/scripts/pipedrive.sh persons show <id>             # Get person details
{baseDir}/scripts/pipedrive.sh persons create --name "John Doe" --email "[email protected]"
{baseDir}/scripts/pipedrive.sh persons update <id> --phone "+1234567890"
{baseDir}/scripts/pipedrive.sh persons delete <id>           # Delete person
```

### Organizations
```bash
{baseDir}/scripts/pipedrive.sh orgs list                     # List all organizations
{baseDir}/scripts/pipedrive.sh orgs search "query"           # Search organizations
{baseDir}/scripts/pipedrive.sh orgs show <id>                # Get organization details
{baseDir}/scripts/pipedrive.sh orgs create --name "Acme Corp"
{baseDir}/scripts/pipedrive.sh orgs update <id> --address "123 Main St"
{baseDir}/scripts/pipedrive.sh orgs delete <id>              # Delete organization
```

### Activities
```bash
{baseDir}/scripts/pipedrive.sh activities list               # List activities
{baseDir}/scripts/pipedrive.sh activities list --done 0      # Upcoming activities
{baseDir}/scripts/pipedrive.sh activities show <id>          # Get activity details
{baseDir}/scripts/pipedrive.sh activities create --subject "Call" --type call --deal <id>
{baseDir}/scripts/pipedrive.sh activities done <id>          # Mark activity done
```

### Pipelines & Stages
```bash
{baseDir}/scripts/pipedrive.sh pipelines list                # List all pipelines
{baseDir}/scripts/pipedrive.sh pipelines stages <pipeline_id>  # List stages in pipeline
```

### Leads
```bash
{baseDir}/scripts/pipedrive.sh leads list                    # List all leads
{baseDir}/scripts/pipedrive.sh leads show <id>               # Get lead details
{baseDir}/scripts/pipedrive.sh leads create --title "New Lead" --person <id>
{baseDir}/scripts/pipedrive.sh leads convert <id>            # Convert lead to deal
```

### Products
```bash
{baseDir}/scripts/pipedrive.sh products list                 # List all products
{baseDir}/scripts/pipedrive.sh products search "query"       # Search products
```

### Notes
```bash
{baseDir}/scripts/pipedrive.sh notes list --deal <id>        # Notes for a deal
{baseDir}/scripts/pipedrive.sh notes list --person <id>      # Notes for a person
{baseDir}/scripts/pipedrive.sh notes create --content "Note text" --deal <id>
```

## Deal Statuses

- `open` - Active deal in pipeline
- `won` - Deal closed-won
- `lost` - Deal closed-lost
- `deleted` - Deleted deal

## Activity Types

Common types: `call`, `meeting`, `task`, `deadline`, `email`, `lunch`

## Notes

- API Base: `https://api.pipedrive.com/v1`
- Auth: API token via `api_token` query param
- Rate limit: 10 req/second, 100,000/day per company
- Pagination: Use `start` (offset) and `limit` params
- Always confirm before creating/updating/deleting records

## API Reference

For detailed endpoint documentation, see [references/api.md](references/api.md).

Overview

This skill provides a Pipedrive CRM API wrapper for managing deals, persons (contacts), organizations, activities, leads, pipelines, products, and notes. It streamlines sales pipeline management and common CRM tasks via simple CLI commands or API calls. Use it to list, create, update, search, convert, and delete CRM records while respecting Pipedrive rate limits.

How this skill works

The skill talks to Pipedrive's REST API (https://api.pipedrive.com/v1) using an API token for authentication. It exposes operations for deals, persons, organizations, activities, pipelines, leads, products, and notes with pagination and search support. Commands map to standard CRUD and workflow actions (e.g., mark deal won/lost, convert lead) and observe rate limits and pagination parameters.

When to use it

Manage and track deals across pipeline stages
Create or update contacts and organizations from scripts or integrations
Schedule and mark activities (calls, meetings, tasks) related to deals
Bulk-list or search CRM records for reporting or sync jobs
Convert leads to deals and attach products or notes

Best practices

Store the API token securely (env var PIPEDRIVE_API_TOKEN or config file) and avoid hard-coding credentials
Respect rate limits (10 requests/sec) and use pagination (start, limit) for large lists
Confirm destructive actions before delete or mass updates to prevent data loss
Attach activities and notes to deals or persons for clear audit trails
Use search endpoints to minimize data transfer when looking up specific records

Example use cases

List open deals and export key fields for a weekly sales report
Create a person and link them to a new deal with an initial activity scheduled
Search organizations by name, update the address, and add a note documenting the change
Convert an incoming lead into a deal and associate products and activities
Mark a deal as won or lost from an automated pipeline process

FAQ

How do I authenticate requests?

Provide your Pipedrive API token via PIPEDRIVE_API_TOKEN or in the skill config file. The token is sent as the api_token query parameter.

How should I handle pagination and rate limits?

Use start and limit query parameters to paginate results. Throttle requests to stay below 10 requests/sec and design bulk operations to run in batches.