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Automate Pipedrive: deals, stages, activities v1.0.0

Use this resource to automate deals, stages and activities in your Pipedrive pipeline

New

  • 366 downloads
  • 199 likes
  • 216 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install pipedrive-deal-pipeline-automation

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent configures deals, defines pipeline stages and activity types, then writes rules that create follow-up tasks. You get a pipeline setup and email templates.

Mostly picked by

Updated November 2, 2026

Card for the “Automate Pipedrive: deals, stages, activities” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md : deal and pipeline stage configuration
  • SKILL.md : activity types and activity automation
  • SKILL.md : email integration and email templates

Good fit for

  • Your deals move forward without regular follow-up
  • You want sales reporting drawn from the pipeline

Not for

    Tags

    • pipedrive
    • crm
    • deals
    • pipeline
    • sales

    About

    You say

    “Create a rule that adds a follow-up task when a deal stays in the same stage for three days.”

    Card for the “Automate Pipedrive: deals, stages, activities” skill

    Skill published by Claude Office Skills under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to automate deals, stages and activities in your Pipedrive pipeline
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md11.3 KB

    Origin and licence

    Listed unmodified

    Author
    Claude Office Skills
    Source
    github.com/claude-office-skills/skills/tree/9c4c7d5cd2813a8936bf2c9fdb174ea883b85a11/pipedrive-automation
    Licence
    MIT

    Notice

    « Pipedrive Automation » (Claude Office Skills, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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