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pipedrive

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Pipedrive Skill

Pipedrive Skill

Manage sales pipeline with Pipedrive's visual deal-focused CRM.
使用Pipedrive这款以交易为核心的可视化CRM管理销售流程。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/pipedrive/install.sh | bash
Or manually:
bash
cp -r skills/pipedrive ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/pipedrive/install.sh | bash
或者手动安装：
bash
cp -r skills/pipedrive ~/.canifi/skills/

Setup

配置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

First, ensure canifi-env is installed:

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set PIPEDRIVE_API_TOKEN "your_api_token" canifi-env set PIPEDRIVE_COMPANY_DOMAIN "your_company_domain"
undefined
canifi-env set PIPEDRIVE_API_TOKEN "your_api_token" canifi-env set PIPEDRIVE_COMPANY_DOMAIN "your_company_domain"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
你的凭证，由你掌控。 Canifi LifeOS尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果你不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化配置
  2. 在Playwright控制的Chrome窗口中手动登录该服务
  3. Claude将使用你的已认证会话，且全程不会获取你的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果你愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅能在你的本地设备上访问，绝不会被传输至外部。

Capabilities

功能特性

  1. Deal Management: Create and manage deals with visual pipeline stages
  2. Contact Organization: Organize people and organizations with deal links
  3. Activity Scheduling: Schedule calls, meetings, and follow-up activities
  4. Email Integration: Sync emails and track communications
  5. Sales Insights: Access sales metrics, forecasts, and performance data
  1. 交易管理：创建并管理带有可视化管道阶段的交易
  2. 联系人与组织管理：将人员和组织与交易关联起来进行整理
  3. 活动调度：安排电话、会议和跟进活动
  4. 邮件集成：同步邮件并追踪沟通记录
  5. 销售洞察：访问销售指标、预测和绩效数据

Usage Examples

使用示例

Create Deal

创建交易

User: "Create a new deal in Pipedrive for Software License worth $5000"
Assistant: Creates deal with value and links to contact
用户："在Pipedrive中为软件许可证创建一笔价值5000美元的新交易"
助手：创建带有指定价值并关联联系人的交易

Move Deal Stage

移动交易阶段

User: "Move the Marketing Package deal to Demo Scheduled"
Assistant: Updates deal stage in pipeline
用户："将营销套餐交易移至「已安排演示」阶段"
助手：更新管道中的交易阶段

Log Activity

记录活动

User: "Log a call with John about the proposal"
Assistant: Creates activity record linked to contact and deal
用户："记录与John关于提案的通话"
助手：创建关联联系人和交易的活动记录

Get Pipeline Stats

获取管道统计数据

User: "Show me my Pipedrive pipeline overview"
Assistant: Returns deals by stage with values
用户："展示我的Pipedrive管道概览"
助手：按阶段返回交易及其对应价值

Authentication Flow

认证流程

  1. Get API token from Personal Preferences in Pipedrive
  2. Use token for all API requests
  3. OAuth 2.0 available for app marketplace
  4. Token provides full account access
  1. 从Pipedrive的个人偏好设置中获取API令牌
  2. 使用该令牌进行所有API请求
  3. 应用市场支持OAuth 2.0认证
  4. 令牌拥有账户的完整访问权限

Error Handling

错误处理

ErrorCauseSolution
401 UnauthorizedInvalid API tokenVerify token in settings
403 ForbiddenFeature not availableCheck subscription tier
429 Rate LimitedToo many requestsImplement rate limiting
404 Not FoundResource doesn't existVerify ID
错误原因解决方案
401 未授权API令牌无效在设置中验证令牌
403 禁止访问功能不可用检查订阅层级
429 请求受限请求次数过多实现请求速率限制
404 未找到资源不存在验证资源ID

Notes

注意事项

  • Visual pipeline focus for sales teams
  • Free trial, paid plans start at Essential
  • API rate limit: 80 requests per 2 seconds
  • Marketplace for extensions and integrations
  • Mobile apps for on-the-go access
  • Smart contact data enrichment available
  • 面向销售团队的可视化管道核心设计
  • 提供免费试用，付费方案从Essential版开始
  • API速率限制：每2秒最多80次请求
  • 支持扩展与集成的应用市场
  • 支持移动设备随时随地访问
  • 提供智能联系人数据丰富功能