المهارات pipedrive-automation
📦

pipedrive-automation

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Automate Pipedrive CRM Operations with AI

Eliminate manual CRM data entry and streamline sales workflows. This skill enables AI assistants to manage deals, contacts, activities, and pipelines directly through Pipedrive's API via Rube MCP.

يدعم: Claude Codex Code(CC)
🥉 72 برونزي
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اختبرها

استخدام "pipedrive-automation". Create a deal for Acme Corp worth $50,000 USD in the Sales Pipeline at Proposal stage

النتيجة المتوقعة:

Deal created successfully: 'Acme Corp - Q1 2026' (ID: 12847) with value $50,000 USD placed in Proposal stage of Sales Pipeline. Linked to organization Acme Corp (ID: 3921).

استخدام "pipedrive-automation". Find all contacts with email containing @acme.com

النتيجة المتوقعة:

Found 3 contacts: John Smith (john@acme.com), Jane Doe (jane@acme.com), Bob Wilson (bob@acme.com). All linked to Acme Corp organization.

التدقيق الأمني

مخاطر منخفضة
v1 • 2/24/2026

This skill is documentation-only (markdown file) with no executable code. Static scanner produced 219 false positives by misinterpreting markdown backticks (code formatting) as Ruby shell execution. The only real risk is network access to the Rube MCP endpoint (https://rube.app/mcp), which is legitimate for MCP server connectivity. No code execution, file system, or environment variable risks exist.

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الملفات التي تم فحصها
230
الأسطر التي تم تحليلها
2
النتائج
1
إجمالي عمليات التدقيق
مشكلات منخفضة المخاطر (1)
SKILL.md:22
External MCP Server Connection
Skill requires connection to external MCP server at https://rube.app/mcp for Pipedrive API operations.

عوامل الخطر

🌐 الوصول إلى الشبكة (1)
SKILL.md:22
تم تدقيقه بواسطة: claude

درجة الجودة

38
الهندسة المعمارية
100
قابلية الصيانة
87
المحتوى
50
المجتمع
88
الأمان
91
الامتثال للمواصفات

ماذا يمكنك بناءه

Sales Operations Automation

Automatically create deals from incoming leads, link them to existing organizations, and schedule follow-up activities based on deal stage changes.

CRM Data Synchronization

Keep contact and organization records up to date by searching for duplicates, merging records, and updating contact details from external sources.

Activity Tracking and Reporting

Log calls, meetings, and tasks automatically from calendar events or communication logs, then generate activity reports by user or pipeline.

جرّب هذه الموجهات

Create a New Deal 
Create a new deal in Pipedrive for [Company Name] with value [amount] [currency]. Link it to contact [contact name] and place it in the [pipeline name] pipeline at stage [stage name]. Set expected close date to [date].
Search and Update Contact 
Search for a contact by email [email address] in Pipedrive. If found, update their phone number to [phone] and add a note about [topic]. If not found, create a new contact record.
Schedule Follow-up Activity 
For deal [deal name], schedule a [call/meeting/task] for [date] at [time] with duration [minutes] minutes. Set the subject to [subject] and link it to the primary contact on the deal.
Pipeline Health Report 
Get all pipelines in Pipedrive and for each pipeline, retrieve all stages with deal counts. Summarize the total deal value per stage and identify any deals that have been in the same stage for more than 30 days.

أفضل الممارسات

  • Always call RUBE_SEARCH_TOOLS first to get current tool schemas before executing workflows
  • Search for existing contacts and organizations before creating new ones to prevent duplicates
  • Use pagination parameters (start, limit) when listing persons or organizations to handle large datasets
  • Check response.additional_data.didMerge after organization creation to detect auto-merges
  • Resolve display names to numeric IDs using search endpoints before create/update operations

تجنب

  • Creating contacts or organizations without first searching for existing records by name or email
  • Assuming boolean values for 'done' field on activities - it must be integer 0 or 1
  • Passing email or phone as plain strings instead of arrays of objects with value, label, and primary fields
  • Ignoring pagination indicators and missing records when processing large contact lists
  • Using wildcard characters in search terms - Pipedrive search requires minimum 2 characters without wildcards

الأسئلة المتكررة

How do I connect Pipedrive to this skill?
Add https://rube.app/mcp as an MCP server in your client. Then call RUBE_MANAGE_CONNECTIONS with toolkit 'pipedrive' and follow the OAuth link if connection is not active.
What is the difference between persons and organizations?
Persons are individual contacts (with email, phone arrays). Organizations are companies or businesses. Deals and activities can be linked to either or both.
Why do custom fields show as long hash keys in responses?
Pipedrive stores custom fields with alphanumeric hash identifiers. Use the respective Fields endpoints (dealFields, personFields, etc.) to map these hashes to readable names.
Can I delete contacts or organizations permanently?
Deletion is soft-delete with 30-day retention. Items are permanently deleted after 30 days. Use PIPEDRIVE_DELETE_A_PERSON or PIPEDRIVE_DELETE_AN_ORGANIZATION to initiate deletion.
How do I handle pagination for large contact lists?
Use 'start' (offset) and 'limit' (page size) parameters. Check additional_data.pagination.more_items_in_collection to know if more pages exist, and use next_start for the next page offset.
What activity types are available?
Activity types depend on your Pipedrive account configuration. Common types include 'call', 'meeting', 'task', and 'email'. The type must match an existing ActivityTypes key_string in your account.

تفاصيل المطور

المؤلف

sickn33

الترخيص

MIT

المستودع

https://github.com/sickn33/antigravity-awesome-skills/tree/main/skills/pipedrive-automation

مرجع

main

بنية الملفات

📄 SKILL.md