Pipedrive Integration

Manage deals, contacts, organizations, and activities in Pipedrive CRM.

Commands

All commands: ~/.claude/skills/pipedrive/pipedrive <command>

Setup

Command	Description
auth	Setup OAuth2 authentication
status	Check authentication status

Account

Command	Description
me	Get current user info
users	List all users

Deals

Command	Description
deals [flags]	List deals
deal <id>	Get deal details
deal-create <title> [flags]	Create deal
deal-update <id> <field> <value>	Update deal
deal-delete <id>	Delete deal

Deal flags:

• --limit <n> - Max results (default: 50)
• --start <n> - Offset for pagination
• --all - Fetch ALL results with auto-pagination (saves to file if large)
• --status <open\|won\|lost\|all> - Filter by status (default: open)
• --pipeline <id> - Filter by pipeline
• --stage <id> - Filter by stage
• --user <id> - Filter by owner
• --org <id> - Filter by organization
• --person <id> - Filter by person

Create flags:

• --org <id> - Link to organization
• --person <id> - Link to person
• --pipeline <id> - Pipeline ID
• --stage <id> - Stage ID
• --value <amount> - Deal value
• --currency <code> - Currency (e.g., USD, EUR)

Update fields: title, value, currency, status, stage_id, pipeline_id, person_id, org_id, expected_close_date

Persons (Contacts)

Command	Description
persons [flags]	List persons
person <id>	Get person details
person-create <name> [flags]	Create person
person-update <id> <field> <value>	Update person
person-delete <id>	Delete person

Person flags:

• --limit <n> - Max results (default: 50)
• --start <n> - Offset for pagination
• --all - Fetch ALL results with auto-pagination
• --org <id> - Filter by organization

Create flags:

• --email <email> - Email address
• --phone <phone> - Phone number
• --org <id> - Link to organization

Update fields: name, email, phone, org_id

Organizations

Command	Description
orgs [flags]	List organizations

Organization flags:

• --limit <n> - Max results (default: 50)
• --start <n> - Offset for pagination
• --all - Fetch ALL results with auto-pagination
  | org <id> | Get organization details |
  | org-create <name> | Create organization |
  | org-update <id> <field> <value> | Update organization |
  | org-delete <id> | Delete organization |

Update fields: name, address

Activities

Command	Description
activities [flags]	List activities
activity <id>	Get activity details
activity-create <type> <subject> [flags]	Create activity
activity-done <id>	Mark activity as done
activity-delete <id>	Delete activity

Activity flags:

• --limit <n> - Max results (default: 50)
• --start <n> - Offset for pagination
• --all - Fetch ALL results with auto-pagination
• --from <YYYY-MM-DD> - Filter by start date
• --to <YYYY-MM-DD> - Filter by end date
• --date <YYYY-MM-DD> - Filter by specific date
• --type <type> - Filter by type (call, meeting, task, deadline, email, lunch)
• --done <0\|1> - Filter by done status
• --user <id> - Filter by user
• --deal <id> - Filter by deal
• --person <id> - Filter by person

Create flags:

• --deal <id> - Link to deal
• --person <id> - Link to person
• --org <id> - Link to organization
• --due <date> - Due date (YYYY-MM-DD)
• --time <time> - Due time (HH:MM)
• --duration <mins> - Duration in minutes
• --note <text> - Activity note

Pipelines & Stages

Command	Description
pipelines	List all pipelines
pipeline <id>	Get pipeline with stages
stages <pipeline-id>	List stages in a pipeline

Notes

Command	Description
notes <entity> <id>	List notes (entity: deal, person, org)
note-create <entity> <id> <content>	Add note to entity

Search

Command	Description
search <query> [--type <type>]	Search across Pipedrive

Search types: deal, person, organization, product, file

Examples

# My info
~/.claude/skills/pipedrive/pipedrive me

# List open deals
~/.claude/skills/pipedrive/pipedrive deals

# List won deals
~/.claude/skills/pipedrive/pipedrive deals --status won

# Get deal details
~/.claude/skills/pipedrive/pipedrive deal 123

# Create a deal
~/.claude/skills/pipedrive/pipedrive deal-create "New Project" --value 5000 --org 456

# Update deal value
~/.claude/skills/pipedrive/pipedrive deal-update 123 value 10000

# List contacts
~/.claude/skills/pipedrive/pipedrive persons --limit 20

# Create contact
~/.claude/skills/pipedrive/pipedrive person-create "John Doe" --email john@example.com --phone "+1234567890"

# List activities for today
~/.claude/skills/pipedrive/pipedrive activities --done 0

# Create a call activity
~/.claude/skills/pipedrive/pipedrive activity-create call "Follow up call" --deal 123 --due 2024-01-15

# Mark activity done
~/.claude/skills/pipedrive/pipedrive activity-done 789

# Search for deals
~/.claude/skills/pipedrive/pipedrive search "acme" --type deal

# Add note to deal
~/.claude/skills/pipedrive/pipedrive note-create deal 123 "Called and discussed pricing"

# Fetch ALL deals (auto-paginated, saves to file if large)
~/.claude/skills/pipedrive/pipedrive deals --all --status all

# Fetch all deals for a specific user
~/.claude/skills/pipedrive/pipedrive deals --user 123 --all

Large Results

When using --all, if the result exceeds 50KB it will be saved to a file and the command returns:

{"success":true,"total_items":509,"saved_to_file":"/tmp/pipedrive-results/result_XXX.json","message":"..."}

Process the file with jq or python:

# Filter deals with >10 activities
cat /tmp/pipedrive-results/result_XXX.json | python3 -c "
import json, sys
data = json.load(sys.stdin)
for d in data['data']:
    if d.get('activities_count', 0) > 10:
        print(f\"{d['title']}: {d['activities_count']} activities\")
"