Pipedrive CRM (OpenClaw)

Manage Pipedrive CRM from OpenClaw using API v1, including people, organizations, deals, leads, activities, notes, pipelines, and custom endpoint actions. Us...

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 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