Agent skill · marketing growth · claude-office-skills
Pipedrive Automation
Automate Pipedrive CRM workflows including deal management, pipeline tracking, and sales reporting
Why this skill is useful
Provides specific automation workflows and configurations for Pipedrive that enhance CRM functionality beyond general knowledge.
What it needs
Requires pipedrive account access. About 4k tokens when loaded. Last updated 2026-01-31. 363 stars on the source repository.
What this skill does
Pipedrive Automation Comprehensive skill for automating Pipedrive CRM and sales pipeline management. Core Workflows 1. Sales Pipeline 2. Automation Triggers Deal Management Deal Configuration Pipeline Stages Activity Management Activity Types Activity Automation Email Integration Email Templates Email Tracking Reporting & Analytics Sales Dashboard Win/Loss Analysis Integration Workflows Slack Integration Calendar Sync API Examples Deal Operations Best Practices 1. Stage Discipline: Clear criteria for each stage 2. Activity Logging: Document all interactions 3. Pipeline Hygiene: Regular deal reviews 4. Rotting Alerts: Don't let deals stagnate 5. Custom Fields: Track key data points 6. Templates: Consistent communication 7. Reporting: Weekly pipeline reviews 8. Integration: Connect all touchpoints
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills claude-office-skills/pipedrive-automation