Pipedrive Automation

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---
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
    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%
      rott