--- name: pipedrive description: Pipedrive CRM API for managing deals, contacts (persons), organizations, activities, leads, pipelines, products, and notes. Use for sales pipeline management, deal tracking, contact\/organization management, activity scheduling, lead handling, or any Pipedrive CRM tasks. --- # Pipedrive Sales CRM API for deals, contacts, organizations, activities, pipelines, leads, and notes. ## Setup Get your API token from Pipedrive: 1. Go to Settings → Personal preferences → API 2. Copy your personal API token Store in `~\/.clawdbot\/clawdbot.json`: ```json { "skills": { "entries": { "pipedrive": { "apiToken": "YOUR_API_TOKEN" } } } } ``` Or set env: `PIPEDRIVE_API_TOKEN=xxx` ## Quick Reference ### Deals (most important!) ```bash {baseDir}\/scripts\/pipedrive.sh deals list # List all deals {baseDir}\/scripts\/pipedrive.sh deals list --status open # Open deals only {baseDir}\/scripts\/pipedrive.sh deals search "query" # Search deals {baseDir}\/scripts\/pipedrive.sh deals show # Get deal details {baseDir}\/scripts\/pipedrive.sh deals create --title "Deal" --person --value 1000 {baseDir}\/scripts\/pipedrive.sh deals update --value 2000 --stage {baseDir}\/scripts\/pipedrive.sh deals won # Mark deal as won {baseDir}\/scripts\/pipedrive.sh deals lost --reason "Reason" # Mark deal as lost {baseDir}\/scripts\/pipedrive.sh deals delete # Delete deal ``` ### Persons (contacts) ```bash {baseDir}\/scripts\/pipedrive.sh persons list # List all persons {baseDir}\/scripts\/pipedrive.sh persons search "query" # Search persons {baseDir}\/scripts\/pipedrive.sh persons show # Get person details {baseDir}\/scripts\/pipedrive.sh persons create --name "John Doe" --email "john@example.com" {baseDir}\/scripts\/pipedrive.sh persons update --phone "+1234567890" {baseDir}\/scripts\/pipedrive.sh persons delete # Delete person ``` ### Organizations ```bash {baseDir}\/scripts\/pipedrive.sh orgs list # List all organizations {baseDir}\/scripts\/pipedrive.sh orgs search "query" # Search organizations {baseDir}\/scripts\/pipedrive.sh orgs show # Get organization details {baseDir}\/scripts\/pipedrive.sh orgs create --name "Acme Corp" {baseDir}\/scripts\/pipedrive.sh orgs update --address "123 Main St" {baseDir}\/scripts\/pipedrive.sh orgs delete # Delete organization ``` ### Activities ```bash {baseDir}\/scripts\/pipedrive.sh activities list # List activities {baseDir}\/scripts\/pipedrive.sh activities list --done 0 # Upcoming activities {baseDir}\/scripts\/pipedrive.sh activities show # Get activity details {baseDir}\/scripts\/pipedrive.sh activities create --subject "Call" --type call --deal {baseDir}\/scripts\/pipedrive.sh activities done # Mark activity done ``` ### Pipelines & Stages ```bash {baseDir}\/scripts\/pipedrive.sh pipelines list # List all pipelines {baseDir}\/scripts\/pipedrive.sh pipelines stages # List stages in pipeline ``` ### Leads ```bash {baseDir}\/scripts\/pipedrive.sh leads list # List all leads {baseDir}\/scripts\/pipedrive.sh leads show # Get lead details {baseDir}\/scripts\/pipedrive.sh leads create --title "New Lead" --person {baseDir}\/scripts\/pipedrive.sh leads convert # Convert lead to deal ``` ### Products ```bash {baseDir}\/scripts\/pipedrive.sh products list # List all products {baseDir}\/scripts\/pipedrive.sh products search "query" # Search products ``` ### Notes ```bash {baseDir}\/scripts\/pipedrive.sh notes list --deal # Notes for a deal {baseDir}\/scripts\/pipedrive.sh notes list --person # Notes for a person {baseDir}\/scripts\/pipedrive.sh notes create --content "Note text" --deal ``` ## Deal Statuses - `open` - Active deal in pipeline - `won` - Deal closed-won - `lost` - Deal closed-lost - `deleted` - Deleted deal ## Activity Types Common types: `call`, `meeting`, `task`, `deadline`, `email`, `lunch` ## Notes - API Base: `https:\/\/api.pipedrive.com\/v1` - Auth: API token via `api_token` query param - Rate limit: 10 req\/second, 100,000\/day per company - Pagination: Use `start` (offset) and `limit` params - Always confirm before creating\/updating\/deleting records ## API Reference For detailed endpoint documentation, see [references\/api.md](references\/api.md).