Is there a limit to how many items I can list at once?

The skill uses offset-based pagination. For large datasets like contacts or deals, it is recommended to use the 'start' and 'limit' parameters to navigate through results while staying within API rate limits.

Can I update custom fields in Pipedrive using this skill?

Yes, you can manage custom fields. Note that Pipedrive represents custom fields as alphanumeric hashes, which can be mapped using the dealFields or personFields endpoints available in the toolkit.

How does the skill handle duplicate organizations?

Pipedrive's API may automatically merge organizations if a match is found. The skill allows you to check the 'didMerge' flag in the response to confirm if a new record was created or an existing one was updated.

Does this skill require a Pipedrive API key?

No, the skill uses Rube MCP which handles authentication via an OAuth flow. You simply need to add the Rube MCP endpoint and follow the connection link provided by the tool.

Pipedrive CRM Automation

Name: Pipedrive CRM Automation
Author: davepoon

bydavepoon

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2,589

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生産性とワークフロー

Automates Pipedrive CRM workflows including deal management, contact synchronization, and activity scheduling via Rube MCP.

The Pipedrive Automation skill empowers Claude to perform end-to-end CRM management directly within your workflow. By leveraging the Rube MCP (Composio) toolkit, this skill enables complex operations such as creating and updating deals, managing organization and person records, scheduling sales activities, and retrieving pipeline analytics. It handles the technical nuances of the Pipedrive API—including ID resolution, nested email/phone objects, and pagination—allowing users to maintain their sales pipeline and customer relationships through simple natural language commands.

主な機能

01Full deal lifecycle management including stage transitions and product attachments

02Real-time pipeline and stage querying for sales reporting

032,589 GitHub stars

04Automated activity scheduling for calls, meetings, and follow-up tasks

05Comprehensive contact and organization searching and synchronization

06Rich-text note attachment to deals, leads, and organizations

ユースケース

01Bulk updating sales activities and follow-up statuses during sprint reviews

02Automating lead-to-deal conversion workflows from customer chat logs

03Retrieving and summarizing sales pipeline health and stage distributions

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add davepoon/buildwithclaude pipedrive-automation

For use in Claude.ai and ChatGPT

Download Skill