Overview

This skill lets you perform day-to-day Pipedrive CRM operations through API calls, including CRUD, search, pipeline movement, activity logging, and notes. It supports custom endpoint actions and raw requests for unsupported operations, enabling automation and UI-free CRM workflows.

How This Skill Works

Authenticate with PIPEDRIVE_API_TOKEN or PIPEDRIVE_ACCESS_TOKEN and set the company domain with PIPEDRIVE_COMPANY_DOMAIN. Use the provided core script to run commands like test_connection, list, get, create, update, delete, search, move_deal_stage, add_note, and request against entities such as persons, organizations, deals, leads, activities, notes, products, users, pipelines, and stages. Optional PIPEDRIVE_API_BASE and PIPEDRIVE_TIMEOUT let you customize the base URL and request timeout.

When to Use It

• Deduplicate and create records during lead intake (search persons, then create) and link to deals or leads
• Move deals through pipeline stages using move_deal_stage
• Log activities and attach notes to deals, persons, or organizations with add_note
• List and search records with pagination and filtering to support dashboards and reports
• Execute raw endpoint requests for unsupported or custom actions via request

Quick Start

1. Step 1: Configure authentication and base URL by exporting PIPEDRIVE_API_TOKEN or PIPEDRIVE_ACCESS_TOKEN, PIPEDRIVE_COMPANY_DOMAIN, and optional PIPEDRIVE_API_BASE and PIPEDRIVE_TIMEOUT
2. Step 2: Run the core script with a command, e.g. python3 skills/pipedrive-crm-openclaw/scripts/pipedrive-api.py test_connection or list deals
3. Step 3: Validate results, handle errors (401/403), and use create/update/delete as needed via the supported commands

Best Practices

• Validate credentials with test_connection before performing actions
• Use minimal payloads and verify IDs from API responses before chaining operations
• Prefer API token auth for simplicity; switch to OAuth with appropriate scopes if required
• Use request for endpoints not yet wrapped by helper commands and avoid exposing sensitive data in logs
• Handle 401/403 responses gracefully and implement timeouts/retries where appropriate

Example Use Cases

• Create a new person and a linked deal in a single flow: create persons '{...}' then create deals '{...}' and associate them
• Move a deal to a specific stage and immediately log a follow-up activity with create activities '{...}'
• List deals with pagination and perform a search for a customer by email to locate related records
• Add a note to a deal after a phone call and attach it to the corresponding organization
• Use request to hit a custom/unwrapped endpoint for an unsupported operation

Frequently Asked Questions