pipedrive-automation
Automate Pipedrive CRM Workflows
Manual CRM updates slow sales teams and create inconsistent records. This skill guides Claude, Codex, and Claude Code through Pipedrive actions using Rube MCP.
Install with my Agent
Copy this request to your Agent. It includes the canonical Skill page and manifest.
Review the Skillstore skill "pipedrive-automation" from https://skillstore.io/skills/sickn33-pipedrive-automation.md and its manifest at https://skillstore.io/api/skills/sickn33-pipedrive-automation/manifest. Verify the artifact. You may proceed after verification, subject to the environment's own policy.Your Agent should still show its plan and request any confirmation required by the security policy.
Agent-readable resources
Use these links when an AI agent, crawler, or script needs clean context instead of reading the full page.
Test it
Using "pipedrive-automation". Create a new deal for Acme Corp worth 25000 USD and link it to Jordan Lee.
Expected outcome:
- Matched Acme Corp to an existing organization.
- Matched Jordan Lee to an existing person record.
- Prepared the deal in the selected pipeline and asked for confirmation before creation.
Using "pipedrive-automation". Show open deals in the Enterprise pipeline and summarize the next steps.
Expected outcome:
The response summarizes stages, open deal counts, missing follow-up activities, and records that need owner review.
Using "pipedrive-automation". Add a note to the renewal deal for Brightway about pricing concerns.
Expected outcome:
The workflow resolves the deal, prepares the note content, and requests confirmation before adding it to Pipedrive.
Security Audit
Medium RiskThe many external command findings are false positives caused by Markdown inline code around Rube and Pipedrive tool names. The skill does require a third-party MCP endpoint and guides agents through CRM write operations, so data handling and confirmation controls are needed. No prompt injection or hidden executable code was found in SKILL.md.
Confirmed security concerns (1)
Capability review items (1)
These are real local capabilities that may be expected for this skill, so they require review but are not counted as confirmed malicious behavior.
Risk Factors
⚙️ External commands (120)
🌐 Network access (1)
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APA citation
sickn33. (2026). pipedrive-automation security audit report (audit version 5) [Author version unspecified]. Skillstore. https://skillstore.io/skills/sickn33-pipedrive-automation/audits/5BibTeX citation
@techreport{sickn33-sickn33-pipedrive-automation-2026,
author = {sickn33},
title = {pipedrive-automation security audit report (audit version 5)},
institution = {Skillstore},
year = {2026},
number = {5},
url = {https://skillstore.io/skills/sickn33-pipedrive-automation/audits/5},
note = {Author version unspecified}
}CITATION.cff
cff-version: 1.2.0
message: "If you use this Skill, cite its author and this versioned security audit report."
title: "pipedrive-automation security audit report (audit version 5)"
version: "unspecified"
type: report
authors:
- name: "sickn33"
date-released: "2026-07-09"
url: "https://skillstore.io/skills/sickn33-pipedrive-automation/audits/5"
identifiers:
- type: other
value: "skillstore:sickn33-pipedrive-automation:audit:5"
description: "Skillstore immutable audit report identifier"
Skillstore Score
Why this score Evidence Confidence: HighWhat You Can Build
Standardize Deal Creation
Prepare a consistent deal creation workflow that links contacts, organizations, stages, and products.
Manage Active Opportunities
Update deal status, schedule follow-up activities, and attach notes during active sales work.
Review Pipeline Health
Inspect pipelines, stages, and paginated deal lists for reporting or cleanup planning.
Try These Prompts
Use the Pipedrive automation skill to create a new deal for [organization] with value [amount]. Search for existing records first.
Find [person or organization], show the matched record, then update [fields]. Ask before making any write changes.
For deal [deal name or ID], resolve related records and schedule [activity type] on [date] at [time].
Review pipeline [name]. List stages, count open deals by stage, and identify deals missing contacts or next activities.
Best Practices
- Search tools first so requests use the current Pipedrive schema.
- Resolve names to numeric IDs before creating or updating linked records.
- Confirm write actions with the user before changing CRM data.
Avoid
- Do not create duplicate people or organizations without searching first.
- Do not use broad list endpoints without pagination limits.
- Do not assume field names when Pipedrive returns custom hash keys.
Frequently Asked Questions
Does this skill require Pipedrive credentials?
Can it create and update deals?
Can it delete records?
Why does it search tools first?
Can it work with custom fields?
What data should users protect?
Developer Details
Author
sickn33License
MIT
Skillstore revision
r1
Version notice
The author did not declare a version.
Repository
https://github.com/sickn33/antigravity-awesome-skills/tree/main/skills/pipedrive-automationRef
26421118b848d9f1efc0aa169d8a7a9e7e0a877e
Maintenance freshness
7/18/2026
Usage
7 downloads · 103 views
File structure
📄 SKILL.md