Pipedrive Automation
Handles the full Pipedrive workflow from deal creation through close, with automation triggers that fire on stage changes, rotting deals, and activity completion. You get pipeline visualization, custom field management, and activity tracking that actually ties back to deal progression. The email templates and tracking feel practical, especially the engagement scoring based on opens and clicks. Reporting covers the essentials like weighted pipeline value, win/loss analysis by source, and sales velocity metrics. Most useful if you're tired of manually updating deal stages and want your CRM to nudge reps when deals go stale or proposals need follow-up. The automation rules are well thought out, creating follow-up tasks at logical points rather than spamming your team.
- GitHub stars
- 368
- last updated
- Aug 21, 2026
Install
$ npx -y skills add claude-office-skills/skills --skill 'Pipedrive Automation' --agent claude-codeInstalls into .claude/skills of the current project.
Files
Pipedrive Automation
Comprehensive skill for automating Pipedrive CRM and sales pipeline management.
Core Workflows
1. Sales Pipeline
PIPEDRIVE PIPELINE FLOW:
┌─────────────────────────────────────────────────────────┐
│ PIPELINE VIEW │
├──────────┬──────────┬──────────┬──────────┬────────────┤
│ Lead │ Contact │ Proposal │ Negoti- │ Won/ │
│ In │ Made │ Sent │ ation │ Lost │
├──────────┼──────────┼──────────┼──────────┼────────────┤
│ $15,000 │ $45,000 │ $80,000 │ $35,000 │ $125,000 │
│ 5 deals │ 8 deals │ 6 deals │ 3 deals │ 12 deals │
├──────────┼──────────┼──────────┼──────────┼────────────┤
│ ┌──────┐ │ ┌──────┐ │ ┌──────┐ │ ┌──────┐ │ │
│ │Acme │ │ │Tech │ │ │StartX│ │ │BigCo │ │ │
│ │$5,000│ │ │$12K │ │ │$25K │ │ │$20K │ │ │
│ └──────┘ │ └──────┘ │ └──────┘ │ └──────┘ │ │
└──────────┴──────────┴──────────┴──────────┴────────────┘
2. Automation Triggers
Sponsors
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- Repository
- github.com/claude-office-skills/skills
- Categories
- DevOps & CI/CD, Automation & Workflows, Sales & Marketing, Office & Documents
- First seen
- Jun 3, 2026
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