pipedrive-crm-openclawManage Pipedrive CRM from OpenClaw using API v1, including people, organizations, deals, leads, activities, notes, pipelines, and custom endpoint actions. Us...
Install via ClawdBot CLI:
clawdbot install danielfoch/pipedrive-crm-openclawUse this skill to run day-to-day CRM operations in Pipedrive through API calls, including CRUD, search, pipeline movement, activity logging, and any unsupported operation via raw endpoint requests.
Set one authentication mode:
PIPEDRIVE_API_TOKEN for API token auth (simplest)PIPEDRIVE_ACCESS_TOKEN for OAuth bearer authSet base routing:
PIPEDRIVE_COMPANY_DOMAIN (for example: acme for https://acme.pipedrive.com)Optional:
PIPEDRIVE_API_BASE to override full API base URL (defaults to https://.pipedrive.com/api/v1 )PIPEDRIVE_TIMEOUT request timeout in seconds (default 30)If the user asks to connect or validate credentials:
python3 skills/pipedrive-crm-openclaw/scripts/setup-wizard.pyRun:
python3 skills/pipedrive-crm-openclaw/scripts/pipedrive-api.py <command> [args]Core commands:
test_connectionlist [--start N] [--limit N] get create update [--method PUT|PATCH] delete search [--limit N] [--fields csv] [--exact-match] move_deal_stage [--status open|won|lost|deleted] add_note [--deal-id ID] [--person-id ID] [--org-id ID] [--lead-id UUID] request [--query '{...}'] [--body '{...}'] Supported entities:
personsorganizationsdealsleadsactivitiesnotesproductsuserspipelinesstagessearch persons "name or email" to deduplicate.create persons '{...}' if no match.create deals '{...}' and link person/org.add_note "summary" --deal-id to preserve context.list deals with filters through request query.move_deal_stage .create activities '{...}' for next follow-up.list activities and search persons.update activities '{"done":1}' after completion.add_note.401 or 403, stop and request corrected credentials/scopes.request for endpoints not yet wrapped by helper commands.Load as needed:
references/entity-playbooks.mdreferences/pipedrive-v1-notes.mdGenerated Mar 1, 2026
Sales teams can automate deal tracking and stage progression. Use list deals to monitor pipeline health, move_deal_stage to update deal statuses, and create activities to schedule follow-ups, ensuring timely engagement and reducing manual oversight.
Marketing teams can streamline lead intake by searching persons for duplicates, creating new leads, and linking them to deals. Add notes to capture lead context and use activities to set qualification tasks, improving conversion rates and data accuracy.
Support teams can log interactions by adding notes to deals or persons after customer calls. Update activities to mark tasks as completed and use search to quickly retrieve customer history, enhancing service quality and relationship tracking.
Analysts can use the request command to fetch unsupported data via raw API calls, enabling custom reports. Combine with list and search to aggregate CRM data for dashboards, supporting data-driven decisions and integration with external tools.
Companies selling software can automate deal management from lead to close. Use create deals for new opportunities and move_deal_stage to track sales cycles, reducing administrative overhead and accelerating revenue recognition through efficient pipeline handling.
Marketing or consulting agencies can manage client projects and leads in Pipedrive. Utilize add_note for client communication logs and list activities for task tracking, improving project delivery and client retention through organized CRM workflows.
Online retailers can handle customer inquiries and order follow-ups. Search persons to identify repeat customers and create activities for post-purchase engagement, boosting customer loyalty and upselling opportunities through personalized CRM actions.
💬 Integration Tip
Set PIPEDRIVE_API_TOKEN and PIPEDRIVE_COMPANY_DOMAIN environment variables for quick authentication, and use the request command for custom API endpoints not covered by built-in helpers.
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