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

Quick Install (recommended)

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).

Manual Install

clawdbot plugins install clawdbot-pipedrive

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

Configuration

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

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

Getting your API Key

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

Finding your Domain

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:

# 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: [email protected]

License

MIT