pipedrive-automation
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.
下載技能 ZIP
在 Claude 中上傳
前往 設定 → 功能 → 技能 → 上傳技能
開啟並開始使用
測試它
正在使用「pipedrive-automation」。 Create a deal for Acme Corp worth $50,000 USD in the Sales Pipeline at Proposal stage
預期結果:
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).
正在使用「pipedrive-automation」。 Find all contacts with email containing @acme.com
預期結果:
Found 3 contacts: John Smith (john@acme.com), Jane Doe (jane@acme.com), Bob Wilson (bob@acme.com). All linked to Acme Corp organization.
安全審計
低風險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.
低風險問題 (1)
風險因素
🌐 網路存取 (1)
品質評分
你能建構什麼
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.
試試這些提示
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 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.
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.
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.
最佳實務
- 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
避免
- 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