Pipedrive Crm Openclaw

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

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 activities '{...}' for next follow-up.

Daily Follow-Up Queue

1. list activities and search persons.
2. update activities <id> '{"done":1}' after completion.
3. Log interaction with add_note.

Safety Rules

• Never print or echo raw tokens in chat output.
• Read before write when user intent is ambiguous.
• Validate IDs from API responses before destructive actions.
• If response is 401 or 403, stop and request corrected credentials/scopes.
• Use request for endpoints not yet wrapped by helper commands.

References

Load as needed:

• references/entity-playbooks.md
• references/pipedrive-v1-notes.md