OpenClaw

pipedrive-crm-openclaw

Manage Pipedrive CRM from OpenClaw using API v1, including people, organizations, deals, leads, activities, notes, pipelines, and custom endpoint actions. Use when a user wants to perform CRM operations by API instead of the Pipedrive UI.

danielfoch0 来源安装数☆ 0 仓库 Stars

查看来源 ↗安装与使用 SKILL.md ↗

安装与使用

请根据来源仓库和你的 AI 工具说明安装此技能。先阅读技能文件和依赖要求，再添加到工作流。

SkillHub CLI

skillhub install danielfoch/pipedrive-crm-openclaw

打开来源仓库，查看说明和兼容环境后，按来源提供的命令或步骤安装。

将来源链接提供给你的 Agent，让它先读取说明、核对依赖，并向你说明将执行的安装步骤。

查看来源 ↗使用指南

技能说明

Pipedrive CRM for OpenClaw

Use this skill to run day-to-day CRM operations in Pipedrive through API calls, including CRUD, search, pipeline movement, activity logging, and any unsupported operation via raw endpoint requests.

Required Environment

Set one authentication mode:

PIPEDRIVE_API_TOKEN for API token auth (simplest)
PIPEDRIVE_ACCESS_TOKEN for OAuth bearer auth

Set base routing:

PIPEDRIVE_COMPANY_DOMAIN (for example: acme for https://acme.pipedrive.com)

Optional:

PIPEDRIVE_API_BASE to override full API base URL (defaults to https://<company>.pipedrive.com/api/v1)
PIPEDRIVE_TIMEOUT request timeout in seconds (default 30)

Setup

If the user asks to connect or validate credentials:

python3 skills/pipedrive-crm-openclaw/scripts/setup-wizard.py

Primary Script

Run:

python3 skills/pipedrive-crm-openclaw/scripts/pipedrive-api.py <command> [args]

Core commands:

test_connection
list <entity> [--start N] [--limit N]
get <entity> <id>
create <entity> <json_payload>
update <entity> <id> <json_payload> [--method PUT|PATCH]
delete <entity> <id>
search <entity> <term> [--limit N] [--fields csv] [--exact-match]
move_deal_stage <deal_id> <stage_id> [--status open|won|lost|deleted]
add_note <content> [--deal-id ID] [--person-id ID] [--org-id ID] [--lead-id UUID]
request <METHOD> <path> [--query '{...}'] [--body '{...}']

Supported entities:

persons
organizations
deals
leads
activities
notes
products
users
pipelines
stages

Practical OpenClaw Playbooks

Lead Intake and Qualification

search persons "name or email" to deduplicate.
create persons '{...}' if no match.
create deals '{...}' and link person/org.
add_note "summary" --deal-id <id> to preserve context.

Pipeline Management

list deals with filters through request query.
move_deal_stage <deal_id> <stage_id>.
`create activ...

来源信息

Source: github
Repository: openclaw/skills
Path: skills/danielfoch/pipedrive-crm-openclaw
Version: —
Commit: dc5f825049c423e522e25dc5493d5b10fa3a033d
分类来源: rules
状态: active
可见性: public

这些信息来自收录时的来源分析，可能滞后；使用前请核对最新来源文件。

来源内容

SKILL.md

# Pipedrive CRM for OpenClaw

Use this skill to run day-to-day CRM operations in Pipedrive through API calls, including CRUD, search, pipeline movement, activity logging, and any unsupported operation via raw endpoint requests.

## Required Environment

Set one authentication mode:

- `PIPEDRIVE_API_TOKEN` for API token auth (simplest)
- `PIPEDRIVE_ACCESS_TOKEN` for OAuth bearer auth

Set base routing:

- `PIPEDRIVE_COMPANY_DOMAIN` (for example: `acme` for `https://acme.pipedrive.com`)

Optional:

- `PIPEDRIVE_API_BASE` to override full API base URL (defaults to `https://<company>.pipedrive.com/api/v1`)
- `PIPEDRIVE_TIMEOUT` request timeout in seconds (default `30`)

## Setup

If the user asks to connect or validate credentials:

```bash
python3 skills/pipedrive-crm-openclaw/scripts/setup-wizard.py
```

## Primary Script

Run:

```bash
python3 skills/pipedrive-crm-openclaw/scripts/pipedrive-api.py <command> [args]
```

Core commands:

- `test_connection`
- `list <entity> [--start N] [--limit N]`
- `get <entity> <id>`
- `create <entity> <json_payload>`
- `update <entity> <id> <json_payload> [--method PUT|PATCH]`
- `delete <entity> <id>`
- `search <entity> <term> [--limit N] [--fields csv] [--exact-match]`
- `move_deal_stage <deal_id> <stage_id> [--status open|won|lost|deleted]`
- `add_note <content> [--deal-id ID] [--person-id ID] [--org-id ID] [--lead-id UUID]`
- `request <METHOD> <path> [--query '{...}'] [--body '{...}']`

Supported entities:

- `persons`
- `organizations`
- `deals`
- `leads`
- `activities`
- `notes`
- `products`
- `users`
- `pipelines`
- `stages`

## Practical OpenClaw Playbooks

### Lead Intake and Qualification

1. `search persons "name or email"` to deduplicate.
2. `create persons '{...}'` if no match.
3. `create deals '{...}'` and link person/org.
4. `add_note "summary" --deal-id <id>` to preserve context.

### Pipeline Management

1. `list deals` with filters through `request` query.
2. `move_deal_stage <deal_id> <stage_id>`.
3. `create activ...

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