什么是 Pipedrive CRM 管理？

Pipedrive 技能是一个技术桥梁，允许 AI 智能体和开发人员直接与 Pipedrive CRM API 交互。通过将此功能集成到 Openclaw Skills 中，用户可以通过简单的自然语言或脚本命令执行复杂的 CRM 操作，如交易跟踪、联系人管理和活动调度。它旨在通过自动化通常与销售管道管理相关的手动录入和检索任务来提高生产力。

无论您是更新高价值交易的状态还是搜索特定的组织详情，此技能都为维护 CRM 数据完整性提供了一个强大的框架。它抽象了 Pipedrive v1 API 的复杂性，提供了一种简化的方式来利用 Openclaw Skills 进行销售驱动的自动化和数据编排。

下载入口:https://github.com/openclaw/skills/tree/main/skills/rdewolff/pipedrive

安装与下载

1. ClawHub CLI

从源直接安装技能的最快方式。

2. 手动安装

将技能文件夹复制到以下位置之一

优先级：工作区 > 本地 > 内置

3. 提示词安装

将此提示词复制到 OpenClaw 即可自动安装。

Pipedrive CRM 管理 应用场景

• 自动从入站通信中创建新交易和线索。
• 在组织和个人之间同步联系人信息。
• 通过 AI 智能体安排并完成电话和会议等销售活动。
• 将合格的线索转化为特定管道阶段的活跃交易。
• 通过 CLI 查询生成有关交易状态（未决、赢得、丢失）的快速报告。

1. 该技能使用安全的个人 API 令牌连接到 Pipedrive v1 REST API。
2. 用户或智能体通过提供的脚本界面触发特定操作，例如 deals list 或 persons create。
3. 该技能处理底层的 HTTP 请求，包括用于过滤和分页的查询参数。
4. 来自 Pipedrive 的响应将被解析并返回到 Openclaw Skills 环境，以便立即使用或进一步处理。
5. 状态更新和数据修改会实时反映在 Pipedrive Web 和移动界面中。

Pipedrive CRM 管理 配置指南

要开始使用，请通过导航至 设置 → 个人偏好 → API 从 Pipedrive 获取您的 API 令牌。然后，您可以通过将该技能添加到配置文件或设置环境变量，在 Openclaw Skills 中配置该技能。

将以下内容添加到 ~/.clawdbot/clawdbot.json：

{
  "skills": {
    "entries": {
      "pipedrive": {
        "apiToken": "YOUR_API_TOKEN"
      }
    }
  }
}

或者，直接设置环境变量：

export PIPEDRIVE_API_TOKEN=your_personal_api_token

Pipedrive CRM 管理 数据架构与分类体系

Pipedrive 技能根据 CRM 的原生层级结构组织数据。下表列出了管理的主要数据实体：

name: pipedrive
description: Pipedrive CRM API for managing deals, contacts (persons), organizations, activities, leads, pipelines, products, and notes. Use for sales pipeline management, deal tracking, contact/organization management, activity scheduling, lead handling, or any Pipedrive CRM tasks.

Pipedrive

Sales CRM API for deals, contacts, organizations, activities, pipelines, leads, and notes.

Setup

Get your API token from Pipedrive:

1. Go to Settings → Personal preferences → API
2. Copy your personal API token

Store in ~/.clawdbot/clawdbot.json:

{
  "skills": {
    "entries": {
      "pipedrive": {
        "apiToken": "YOUR_API_TOKEN"
      }
    }
  }
}

Or set env: PIPEDRIVE_API_TOKEN=xxx

Quick Reference

Deals (most important!)

{baseDir}/scripts/pipedrive.sh deals list                    # List all deals
{baseDir}/scripts/pipedrive.sh deals list --status open      # Open deals only
{baseDir}/scripts/pipedrive.sh deals search "query"          # Search deals
{baseDir}/scripts/pipedrive.sh deals show                # Get deal details
{baseDir}/scripts/pipedrive.sh deals create --title "Deal" --person  --value 1000
{baseDir}/scripts/pipedrive.sh deals update  --value 2000 --stage 
{baseDir}/scripts/pipedrive.sh deals won                 # Mark deal as won
{baseDir}/scripts/pipedrive.sh deals lost  --reason "Reason"  # Mark deal as lost
{baseDir}/scripts/pipedrive.sh deals delete              # Delete deal

Persons (contacts)

{baseDir}/scripts/pipedrive.sh persons list                  # List all persons
{baseDir}/scripts/pipedrive.sh persons search "query"        # Search persons
{baseDir}/scripts/pipedrive.sh persons show              # Get person details
{baseDir}/scripts/pipedrive.sh persons create --name "John Doe" --email "john@example.com"
{baseDir}/scripts/pipedrive.sh persons update  --phone "+1234567890"
{baseDir}/scripts/pipedrive.sh persons delete            # Delete person

Organizations

{baseDir}/scripts/pipedrive.sh orgs list                     # List all organizations
{baseDir}/scripts/pipedrive.sh orgs search "query"           # Search organizations
{baseDir}/scripts/pipedrive.sh orgs show                 # Get organization details
{baseDir}/scripts/pipedrive.sh orgs create --name "Acme Corp"
{baseDir}/scripts/pipedrive.sh orgs update  --address "123 Main St"
{baseDir}/scripts/pipedrive.sh orgs delete               # Delete organization

Activities

{baseDir}/scripts/pipedrive.sh activities list               # List activities
{baseDir}/scripts/pipedrive.sh activities list --done 0      # Upcoming activities
{baseDir}/scripts/pipedrive.sh activities show           # Get activity details
{baseDir}/scripts/pipedrive.sh activities create --subject "Call" --type call --deal 
{baseDir}/scripts/pipedrive.sh activities done           # Mark activity done

Pipelines & Stages

{baseDir}/scripts/pipedrive.sh pipelines list                # List all pipelines
{baseDir}/scripts/pipedrive.sh pipelines stages   # List stages in pipeline

Leads

{baseDir}/scripts/pipedrive.sh leads list                    # List all leads
{baseDir}/scripts/pipedrive.sh leads show                # Get lead details
{baseDir}/scripts/pipedrive.sh leads create --title "New Lead" --person 
{baseDir}/scripts/pipedrive.sh leads convert             # Convert lead to deal

Products

{baseDir}/scripts/pipedrive.sh products list                 # List all products
{baseDir}/scripts/pipedrive.sh products search "query"       # Search products

Notes

{baseDir}/scripts/pipedrive.sh notes list --deal         # Notes for a deal
{baseDir}/scripts/pipedrive.sh notes list --person       # Notes for a person
{baseDir}/scripts/pipedrive.sh notes create --content "Note text" --deal 

Deal Statuses

• open - Active deal in pipeline
• won - Deal closed-won
• lost - Deal closed-lost
• deleted - Deleted deal

Activity Types

Common types: call, meeting, task, deadline, email, lunch

Notes

• API Base: https://api.pipedrive.com/v1
• Auth: API token via api_token query param
• Rate limit: 10 req/second, 100,000/day per company
• Pagination: Use start (offset) and limit params
• Always confirm before creating/updating/deleting records

API Reference

For detailed endpoint documentation, see references/api.md.