Pipedrive Bundle

Pipeline truth in Excel—and CRM updates your reps will actually adopt. This bundle connects Claude Code to Pipedrive so you import and dedupe people and orgs, move deals in bulk, audit hygiene, summarize accounts, spin up activities and webhooks, and export migration-ready data. Claude supplies the judgment; Pipedrive stays the system of record.

Why this bundle exists

Pipedrive wins on simplicity until the mid-market hits hundreds of deals and dozens of owners. Then “quick CSV import” becomes duplicate hell and stale stages. Skills wrap the REST API with dedupe logic, dry-run friendly flows, and narrative audits so ops can fix CRM once and prove what changed.

How you benefit

• Cleaner imports — sync-contacts maps CSV/Excel to persons and organizations with matching rules instead of manual merge after the fact.
• Bulk motion with context — update-deal-stages and create-deals respect pipelines, stages, and owners your admin configured.
• Account reviews that sell — summarize-account builds sales-ready org briefs from people, deals, activities, and notes.
• Governance — audit-pipeline and generate-sales-report surface risk (stale deals, missing activities) with Claude commentary leadership can act on.

Example prompts

When Claude has access to Pipedrive through this bundle’s API integration (with your keys and project configured), you can ask in plain language—for example:

• Audit the default pipeline for deals with no next activity in 14 days and export an Excel with risk labels.
• Create deals from this CSV with the right pipeline and stage mapping—show dry-run first.
• Generate follow-up tasks and notes from these call transcripts and attach them to the right organisations.
• Export all won deals last quarter with activities for finance’s commission workbook.

Full power (easy to miss)

• Ask Claude in one instruction: “Audit my default pipeline for deals with no next activity in 14 days and export an Excel report.” The value is chaining skills your assistant discovers from the bundle layout—not running one script once.
• setup-webhooks helps you wire automation out of Pipedrive when you graduate from spreadsheets.
• Pair with sourcing bundles for net-new people; use Pipedrive skills when deals and activities must stay aligned with revenue reporting.

What you get

Digital download: a ZIP you unzip into your project. You keep instant access after purchase; the archive is delivered when packaging completes.

Included skills

Skill	What it does
sync-contacts	Import or update persons and organizations from CSV/Excel with deduplication
clean-crm-data	Find duplicates, missing fields, stale deals, and hygiene issues; optional safe fixes
create-deals	Create deals from structured files or notes; resolve pipelines, stages, and owners
update-deal-stages	Bulk stage moves, won/lost, and field updates from a spreadsheet
generate-followups	Claude-generated next steps as activities and CRM notes
audit-pipeline	Stale deals, missing next activities, and risk signals with narrative
summarize-account	Sales-ready organization brief from people, deals, activities, and notes
generate-sales-report	Pipeline, forecast, activity, and owner metrics with Claude insights
manage-activities	Create, update, complete, reschedule, or export activities
setup-webhooks	Create, list, or delete Webhooks v2 subscriptions
export-crm-data	Export deals, people, orgs, activities, notes, or products to Excel/CSV/JSON

How it works

1. Unzip the bundle into your Claude Code project (see buyer setup in the archive).
2. Add PIPEDRIVE_API_TOKEN and ANTHROPIC_API_KEY to a shared .env at the project root (see Requirements).
3. Ask Claude in plain English — for example: “Audit my default pipeline for deals with no next activity in the last 14 days and export an Excel report.”

Requirements

• PIPEDRIVE_API_TOKEN — API token from Pipedrive (Settings → Personal preferences → API, or company admin API settings)
• ANTHROPIC_API_KEY — Claude API access for scoring, summaries, and narratives

Optional (Marketplace-style OAuth apps only; not required for buyer-local API token use):

• PIPEDRIVE_CLIENT_ID, PIPEDRIVE_CLIENT_SECRET, PIPEDRIVE_REFRESH_TOKEN
• PIPEDRIVE_API_BASE_URL — override API base (OAuth installs often use the api_domain value returned with tokens)

API reference

Official REST documentation: Pipedrive API Reference and Developer docs.

Compatibility

Works on macOS and Windows (run.sh / run.ps1). Designed for Claude Code and similar assistants (Cursor, Copilot, Codex workflows supported where your environment matches the bundle).

Support and updates

Technical reference: CLAUDE.md and per-skill README files in the bundle. Release history at the bottom of this page mirrors CHANGELOG.md so you can read version notes before purchase.

Release history

Below is the same content as CHANGELOG.md in this bundle, so you can see version history before purchase. After download, both files ship together in the ZIP.

Changelog

1.0.1 (2026-04-30)

Add .env.example at the bundle root documenting environment variables for this integration (copy to .env). No skill behavior changes.

1.0.0 (2026-04-30)

Added

• Initial Pipedrive CRM bundle: eleven skills for sync, cleanup, deals, activities, pipeline audit, reporting, webhooks, and exports.