Pipedrive Automation
Automate repetitive Pipedrive tasks like deal updates, contact creation, and field population using custom workflows.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add pipedrive-automation npx -- -y @trustedskills/pipedrive-automation
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"pipedrive-automation": {
"command": "npx",
"args": [
"-y",
"@trustedskills/pipedrive-automation"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill allows AI agents to interact with your Pipedrive CRM. It can create deals, update deal stages, and add notes to existing deals based on instructions provided. This automation streamlines workflows by connecting external data or processes directly into your sales pipeline.
When to use it
- Automatically create new Pipedrive deals from incoming leads generated through a form submission.
- Update the stage of an existing deal in Pipedrive when a customer reaches a specific milestone (e.g., completes a demo).
- Add detailed notes about customer interactions to relevant deals within Pipedrive, ensuring all team members are informed.
- Create deals based on data extracted from emails or other external sources.
Key capabilities
- Deal creation
- Deal stage updates
- Note addition to deals
Example prompts
- "Create a new deal in Pipedrive for Acme Corp with a value of $10,000 and assign it to John Smith."
- “Move the ‘Project Phoenix’ deal to the 'Proposal Sent' stage.”
- "Add a note to the 'Beta Test' deal saying 'Customer expressed concerns about pricing.'"
Tips & gotchas
Requires access to your Pipedrive API key. Ensure the AI agent has appropriate permissions within your Pipedrive account to perform the requested actions (create, update, add notes).
Tags
TrustedSkills Verification
Unlike other registries that point to live repositories, TrustedSkills pins every skill to a verified commit hash. This protects you from malicious updates — what you install today is exactly what was reviewed and verified.
Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.