Pipedrive Skill

Quick Install

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

cp -r skills/pipedrive ~/.canifi/skills/

Setup

# First, ensure canifi-env is installed:
# 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"

Privacy & Authentication

Option 1: Manual Browser Login (Recommended)

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

Option 2: Environment Variables

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Capabilities

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

Usage Examples

Create Deal

User: "Create a new deal in Pipedrive for Software License worth $5000"
Assistant: Creates deal with value and links to contact

Move Deal Stage

User: "Move the Marketing Package deal to Demo Scheduled"
Assistant: Updates deal stage in pipeline

Log Activity

User: "Log a call with John about the proposal"
Assistant: Creates activity record linked to contact and deal

Get Pipeline Stats

User: "Show me my Pipedrive pipeline overview"
Assistant: Returns deals by stage with values

Authentication Flow

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

Error Handling

Notes

• 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