A comprehensive interface for managing Pipedrive CRM deals, contacts, and sales activities via AI agents and CLI.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install pipedrive
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install pipedrive using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Pipedrive CRM Management?
The Pipedrive skill is a technical bridge that allows AI agents and developers to interact directly with the Pipedrive CRM API. By integrating this capability into Openclaw Skills, users can perform complex CRM operations such as deal tracking, contact management, and activity scheduling through simple natural language or script commands. It is designed to enhance productivity by automating the manual entry and retrieval tasks typically associated with sales pipeline management.
Whether you are updating the status of a high-value deal or searching for specific organization details, this skill provides a robust framework for maintaining CRM data integrity. It abstracts the complexities of the Pipedrive v1 API, offering a streamlined way to leverage Openclaw Skills for sales-driven automation and data orchestration.
Pipedrive CRM Management Use Cases
- Automating the creation of new deals and leads from inbound communication.
- Synchronizing contact information across organizations and persons.
- Scheduling and completing sales activities like calls and meetings via AI agents.
- Converting qualified leads into active deals within specific pipeline stages.
- Generating quick reports on deal statuses (open, won, lost) through CLI queries.
How Pipedrive CRM Management Works
- The skill connects to the Pipedrive v1 REST API using a secure personal API token.
- Users or agents trigger specific actions such as
deals listorpersons createthrough the provided script interface. - The skill handles the underlying HTTP requests, including query parameters for filtering and pagination.
- Responses from Pipedrive are parsed and returned to the Openclaw Skills environment for immediate use or further processing.
- Status updates and data modifications are reflected in real-time across the Pipedrive web and mobile interfaces.
Pipedrive CRM Management Setup
To get started, retrieve your API token from Pipedrive by navigating to Settings → Personal preferences → API. You can then configure the skill within Openclaw Skills by adding it to your configuration file or setting an environment variable.
Add the following to ~/.clawdbot/clawdbot.json:
{
"skills": {
"entries": {
"pipedrive": {
"apiToken": "YOUR_API_TOKEN"
}
}
}
}
Alternatively, set the environment variable directly:
export PIPEDRIVE_API_TOKEN=your_personal_api_token
Pipedrive CRM Management Data Schema & Taxonomy
The Pipedrive skill organizes data according to the CRM's native hierarchy. The following table outlines the primary data entities managed:
| Entity | Purpose | Key Metadata |
|---|---|---|
| Deals | Sales opportunities | Title, Value, Status (open/won/lost), Stage ID |
| Persons | Individual contacts | Name, Email, Phone, Linked Organization |
| Organizations | Business entities | Name, Address, Linked Deals |
| Activities | Calendar events | Subject, Type (call/meeting), Due Date, Deal ID |
| Leads | Potential prospects | Title, Source, Person/Org ID |
| Pipelines | Sales workflows | Name, Stages, Order |
Pipedrive CRM Management Advanced Features
- Support for lead conversion workflows to transition prospects into the sales pipeline.
- Granular deal management including custom loss reasons and status transitions.
- Activity management with support for various types such as calls, emails, and lunches.
- Integrated note-taking capabilities for adding context to deals, persons, and organizations.
- Advanced search and filtering for products and metadata across the entire CRM.
SKILL.md
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