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

pipedrive automation

安装