Pipedrive Automation — Автоматизация продаж и управления клиентами

--- name: Pipedrive Automation description: Automate Pipedrive CRM workflows including deal management, pipeline tracking, and sales reporting version: 1.0.0 author: Claude Office Skills category: crm tags: - pipedrive - crm - sales - deals - pipeline department: sales models: - claude-3-opus - claude-3-sonnet - gpt-4 mcp: server: crm-mcp tools: - pipedrive_deal - pipedrive_person - pipedrive_organization - pipedrive_activity capabilities: - Deal management - Pipeline automation - Activity tracking - Sales reporting input: - Deal information - Contact details - Pipeline stages - Activity logs output: - Deal updates - Pipeline reports - Forecasts - Activity summaries languages: - en related_skills: - crm-automation - hubspot-automation - salesforce-automation --- # 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 ```yaml 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 ```yaml 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 ```yaml 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 ```yaml 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 ```yaml 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 ```yaml 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 ```yaml 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 ```yaml 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 ```yaml 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 ```yaml 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 ```javascript // 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 1. **Stage Discipline**: Clear criteria for each stage 2. **Activity Logging**: Document all interactions 3. **Pipeline Hygiene**: Regular deal reviews 4. **Rotting Alerts**: Don't let deals stagnate 5. **Custom Fields**: Track key data points 6. **Templates**: Consistent communication 7. **Reporting**: Weekly pipeline reviews 8. **Integration**: Connect all touchpoints