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
automations:
- name: new_deal_setup
trigger:
type: deal_created
actions:
- create_activity:
type: call
subject: "Initial discovery call"
due_days: 1
- send_email:
template: welcome_sequence
- add_label: "New"
- name: stage_progression
trigger:
type: deal_stage_changed
to_stage: "Proposal Sent"
actions:
- create_activity:
type: task
subject: "Follow up on proposal"
due_days: 3
- update_custom_field:
field: "Proposal Date"
value: "{{today}}"
- name: stale_deal_alert
trigger:
type: deal_rotting
days: 14
actions:
- send_notification:
to: owner
message: "Deal hasn't moved in 14 days"
- add_label: "At Risk"
Deal Management
Deal Configuration
deal_structure:
required_fields:
- title
- value
- organization
- stage
- owner
custom_fields:
- name: "Lead Source"
type: enum
options:
- "Inbound - Website"
- "Inbound - Referral"
- "Outbound - Cold"
- "Event"
- "Partner"
- name: "Product Interest"
type: set
options:
- "Product A"
- "Product B"
- "Services"
- name: "Decision Timeline"
type: enum
options:
- "< 1 month"
- "1-3 months"
- "3-6 months"
- "6+ months"
- name: "Proposal Amount"
type: monetary
- name: "Close Probability"
type: numeric
format: percentage
Pipeline Stages
pipeline_config:
name: "Sales Pipeline"
stages:
- name: "Lead In"
probability: 10%
rotting_days: 7
- name: "Contact Made"
probability: 20%
rotting_days: 10
- name: "Needs Defined"
probability: 40%
rotting_days: 14
- name: "Proposal Sent"
probability: 60%
rotting_days: 14
- name: "Negotiation"
probability: 80%
rotting_days: 7
- name: "Won"
probability: 100%
- name: "Lost"
probability: 0%
Activity Management
Activity Types
activity_types:
- name: "Call"
icon: phone
default_duration: 15
- name: "Meeting"
icon: calendar
default_duration: 60
- name: "Email"
icon: mail
default_duration: 5
- name: "Task"
icon: checkbox
default_duration: 30
- name: "Demo"
icon: presentation
default_duration: 45
Activity Automation
activity_workflows:
discovery_call_complete:
trigger:
activity_type: call
marked_done: true
deal_stage: "Lead In"
actions:
- move_deal_stage: "Contact Made"
- create_activity:
type: task
subject: "Send follow-up email"
due_days: 1
- update_deal:
custom_field: "First Contact Date"
value: "{{activity.done_time}}"
meeting_scheduled:
trigger:
activity_type: meeting
created: true
actions:
- send_email:
template: meeting_confirmation
to: "{{deal.contact}}"
- create_activity:
type: task
subject: "Prepare meeting agenda"
due_before_meeting: 1_day
Email Integration
Email Templates
email_templates:
- name: "Initial Outreach"
subject: "{{company}} + {{prospect_company}}"
body: |
Hi {{first_name}},
I noticed {{company_insight}} and thought
{{value_proposition}}.
Would you be open to a 15-minute call this week?
Best,
{{sender_name}}
- name: "Proposal Follow-up"
subject: "Following up on our proposal"
body: |
Hi {{first_name}},
I wanted to follow up on the proposal I sent
on {{proposal_date}}.
Do you have any questions I can help answer?
Best,
{{sender_name}}
Email Tracking
email_tracking:
features:
- open_tracking
- link_tracking
- attachment_tracking
automations:
on_email_opened:
- create_activity:
type: task
subject: "Follow up - Email opened"
due_hours: 2
on_link_clicked:
- add_note: "Clicked link: {{link_url}}"
- update_custom_field:
field: "Engagement Level"
value: "High"
Reporting & Analytics
Sales Dashboard
SALES DASHBOARD - JANUARY 2024
═══════════════════════════════════════
PIPELINE VALUE: $175,000
WEIGHTED: $89,500
BY STAGE:
Lead In ████░░░░░░░░░░░░ $15,000
Contact Made ████████░░░░░░░░ $45,000
Proposal ████████████░░░░ $80,000
Negotiation ██████░░░░░░░░░░ $35,000
SALES VELOCITY:
Deals Closed: 12
Average Value: $10,400
Win Rate: 28%
Sales Cycle: 34 days
BY REP:
┌────────────┬────────┬──────────┬───────┐
│ Rep │ Deals │ Value │ Win % │
├────────────┼────────┼──────────┼───────┤
│ Sarah │ 5 │ $52,000 │ 35% │
│ Mike │ 4 │ $41,000 │ 28% │
│ Lisa │ 3 │ $32,000 │ 22% │
└────────────┴────────┴──────────┴───────┘
FORECAST:
This Month: $45,000 (weighted)
Next Month: $68,000 (weighted)
Win/Loss Analysis
win_loss_tracking:
won_reasons:
- "Best product fit"
- "Competitive pricing"
- "Relationship/trust"
- "Implementation timeline"
lost_reasons:
- "Price too high"
- "Chose competitor"
- "No budget"
- "No decision made"
- "Lost contact"
analysis:
win_rate_by_source:
inbound: 35%
outbound: 18%
referral: 45%
win_rate_by_size:
small: 42%
medium: 28%
enterprise: 15%
Integration Workflows
Slack Integration
slack_notifications:
- trigger: deal_won
channel: "#wins"
message: |
🎉 *Deal Won!*
*Company:* {{organization.name}}
*Value:* ${{deal.value}}
*Owner:* {{deal.owner}}
- trigger: deal_stage_changed
to_stage: "Negotiation"
channel: "#sales"
message: |
📊 Deal moving to negotiation
{{deal.title}} - ${{deal.value}}
- trigger: activity_overdue
notify: owner_dm
message: |
⚠️ Overdue activity: {{activity.subject}}
Calendar Sync
calendar_integration:
provider: google_calendar
sync_settings:
meetings: bidirectional
calls: to_calendar
automations:
on_calendar_event:
- create_activity:
type: meeting
link_to: attendee_organization
API Examples
Deal Operations
// Create Deal
const deal = await pipedrive.deals.create({
title: "Acme Corp - Enterprise Plan",
value: 50000,
currency: "USD",
org_id: 123,
person_id: 456,
stage_id: 1,
expected_close_date: "2024-02-28",
custom_fields: {
"Lead Source": "Inbound - Website",
"Decision Timeline": "1-3 months"
}
});
// Update Deal Stage
await pipedrive.deals.update(deal.id, {
stage_id: 3 // Move to "Proposal Sent"
});
// Add Activity
await pipedrive.activities.create({
deal_id: deal.id,
type: "call",
subject: "Discovery call",
due_date: "2024-01-20",
due_time: "14:00"
});
// Mark Activity Done
await pipedrive.activities.update(activityId, {
done: true,
note: "Great call, moving forward with proposal"
});
Best Practices
- Stage Discipline: Clear criteria for each stage
- Activity Logging: Document all interactions
- Pipeline Hygiene: Regular deal reviews
- Rotting Alerts: Don't let deals stagnate
- Custom Fields: Track key data points
- Templates: Consistent communication
- Reporting: Weekly pipeline reviews
- Integration: Connect all touchpoints