name: pipedrive
description: Manage sales pipeline with Pipedrive's visual deal-focused CRM.
category: business

Pipedrive Skill

Manage sales pipeline with Pipedrive's visual deal-focused CRM.

Quick Install

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

Or manually:

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

Setup

Configure via canifi-env:

# 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

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

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

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

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.

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