clawdbot-pipedrive

Pipedrive CRM integration plugin for Clawdbot.

This plugin allows Clawdbot to interact with your Pipedrive CRM - search deals, create contacts, manage activities, and automate your sales workflows through natural language commands.

Now using Pipedrive API v2 - 50% lower token costs, better filtering, cursor-based pagination.

Features

- Deals: Search, list, create, update, delete deals (v2)
- Persons: Search, list, create, update, delete contacts (v2)
- Organizations: Search, list, create, update, delete companies (v2)
- Activities: List, create, update, delete tasks/calls/meetings (v2)
- Pipelines & Stages: List pipelines and stages (v2)
- Notes: List, create, update, delete notes (v1 - no v2 yet)
- Users: List users, get current user (v1 - no v2 yet)

Installation

$3

``bash
curl -sL https://raw.githubusercontent.com/graileanu/clawdbot-pipedrive/master/install.sh | bash
`

This installs the plugin AND sets up the skill template (won't overwrite existing files).

$3

`bash
clawdbot plugins install clawdbot-pipedrive
`

npm: https://www.npmjs.com/package/clawdbot-pipedrive

Configuration

Add to your ~/.clawdbot/config.json:

`json
{
"plugins": {
"entries": {
"pipedrive": {
"enabled": true,
"config": {
"apiKey": "your-pipedrive-api-token",
"domain": "yourcompany"
}
}
}
}
}
`

$3

1. Log in to Pipedrive
2. Go to Settings (gear icon) → Personal preferences → API
3. Copy your Personal API token

$3

Your domain is the subdomain of your Pipedrive URL:
- If you access Pipedrive at https://acme.pipedrive.com, your domain is acme

Available Tools

| Tool | Description |
|------|-------------|
| pipedrive_search_deals | Search deals by term |
| pipedrive_get_deal | Get deal details by ID |
| pipedrive_list_deals | List deals with filters |
| pipedrive_create_deal | Create a new deal |
| pipedrive_update_deal | Update an existing deal |
| pipedrive_delete_deal | Delete a deal |
| pipedrive_search_persons | Search contacts |
| pipedrive_get_person | Get contact details |
| pipedrive_create_person | Create a contact |
| pipedrive_update_person | Update a contact |
| pipedrive_search_organizations | Search organizations |
| pipedrive_get_organization | Get organization details |
| pipedrive_create_organization | Create an organization |
| pipedrive_list_activities | List activities with filters |
| pipedrive_get_activity | Get activity details |
| pipedrive_create_activity | Create a task/call/meeting |
| pipedrive_update_activity | Update an activity |
| pipedrive_delete_activity | Delete an activity |
| pipedrive_list_pipelines | List all pipelines |
| pipedrive_list_stages | List pipeline stages |
| pipedrive_list_notes | List notes |
| pipedrive_create_note | Create a note |
| pipedrive_list_users | List all users |
| pipedrive_get_current_user | Get current user |

Custom Skills

For organization-specific workflows (naming conventions, required fields, etc.), create a skill:

`bash


Copy the template

mkdir -p ~/.clawdbot/skills/pipedrive
cp examples/SKILL-TEMPLATE.md ~/.clawdbot/skills/pipedrive/SKILL.md

Then customize with your pipeline stages, naming conventions, etc.

``

See examples/SKILL-TEMPLATE.md for a starting point.

Support & Contact

For questions, bug reports, or feature requests:

- GitHub Issues: github.com/graileanu/clawdbot-pipedrive/issues
- Email: gr@remsys.com

License

MIT