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pipedrive-connector

Apps & Automation
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Pipedrive CRM integration optimized for SMB sales teams

QUICK START

How to use this skill

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  2. Copy the prompt below and paste it into your agent.
  3. Review the proposed files and risks before you approve installation.
Prompt to paste
I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/a5c-ai/babysitter/blob/HEAD/library/specializations/domains/business/sales/skills/pipedrive-connector/SKILL.md

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First, summarize what it does, its dependencies, license status if identifiable, and any risks. Show the exact files you propose to add under .agents/skills/pipedrive-connector/. Do not write files or run scripts until I approve.

After I approve, install the complete skill folder, including required referenced files, into that project location. Verify it is discoverable, then tell me its actual invocation name and how to use it. Do not claim it is installed until you have verified it.

Copying this prompt does not install or run the skill. Review third-party files before use. Codex skill guide

Pipedrive Connector

Overview

The Pipedrive Connector skill provides integration with Pipedrive CRM, a sales-focused CRM designed for small and medium businesses. This skill enables deal and pipeline management, activity tracking, lead inbox operations, and custom field handling with an emphasis on simplicity and sales velocity.

Capabilities

Deal & Pipeline Management

  • Create, update, and track deals across pipelines
  • Manage multiple pipelines and stages
  • Calculate deal probability and weighted values
  • Track deal rotting and activity alerts

Activity Management

  • Schedule and track calls, meetings, and tasks
  • Automate activity creation based on triggers
  • Monitor activity completion rates
  • Link activities to deals and contacts

Lead Management

  • Process leads from the lead inbox
  • Convert leads to deals with proper mapping
  • Track lead sources and attribution
  • Manage lead qualification criteria

Custom Field Handling

  • Access and update custom fields
  • Handle different field types (text, numeric, date, enum)
  • Manage field visibility and requirements
  • Support calculated field logic

Usage

Pipeline Overview

Retrieve all deals in the active pipeline with their current stage, value, and days since last activity.

Activity Automation

Create follow-up activities for all deals that have been idle for more than 7 days without customer contact.

Lead Processing

Process incoming leads from the lead inbox, enriching data and routing to appropriate pipeline stages.

Enhances Processes

  • opportunity-stage-management
  • pipeline-review-forecast

Dependencies

  • Pipedrive API token
  • Appropriate Pipedrive subscription tier
  • API rate limit compliance