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Pipedrive Automation

Skill Verified
88

Automate Pipedrive CRM workflows including deal management, pipeline tracking, and sales reporting

AI Summary

This skill automates Pipedrive CRM tasks by leveraging specific tools for deal, person, organization, and activity management. It includes configurations for pipeline stages, activity types, and email templates, and provides JavaScript examples for common deal operations.

Documentation

  • info:Configuration & parameter referenceWhile the SKILL.md file details deal structure, pipeline stages, and activity types, it does not explicitly document default values or precedence orders for any configuration parameters.

Code Execution

  • info:ValidationThe SKILL.md describes expected inputs and outputs, but it does not explicitly reference a schema library for validation or sanitization of arguments and structured output.
  • info:Error HandlingThe SKILL.md outlines workflows and actions but does not explicitly detail error handling mechanisms or structured error reporting for the agent to act upon.

Compliance

  • info:GDPRThe skill handles CRM data, which may include personal data. While not directly submitting to a 3rd party beyond Pipedrive, there's no explicit mention of sanitization before sending data to the LLM or the Pipedrive API.

Practical Utility

  • info:Edge casesWhile the SKILL.md describes various aspects of Pipedrive management, it does not explicitly list failure modes or recovery steps for edge cases like API rate limits or malformed input.

Installation

npx skills add claude-office-skills/skills

Runs the Vercel skills CLI (skills.sh) via npx — needs Node.js locally and at least one installed skills-compatible agent (Claude Code, Cursor, Codex, …). Assumes the repo follows the agentskills.io format.

3 months ago
98 stars
MIT
Updated 3 days ago
View Source

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