Pipedrive Automation

Pipedrive Automation is a skill for Claude Code, Codex from claude-office-skills/skills. It costs 22 tokens per session (2,757 once invoked), scanned A, original, MIT.

An automation tool for Pipedrive, a customer relationship management system used to track leads, sales deals, and pipelines. It manages deal workflows, follow-up activities, and sales reports.

In plain words
What is it for?
Use it to set up actions when deals are created, track opportunities through sales stages, manage follow-up work, and produce sales pipeline reports.
Why use it?
It reduces repetitive sales administration and keeps deal stages, tasks, and pipeline information updated consistently.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: positional $N argument.

Good fit Use it to set up actions when deals are created, track opportunities through sales stages, manage follow-up work, and produce sales pipeline reports.

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Install with agentmods
npx agentmods add skills/claude-office-skills/skills/pipedrive-automation
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add claude-office-skills/skills --skill pipedrive-automation
Clone the repo
git clone --depth 1 https://github.com/claude-office-skills/skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for Pipedrive Automation

README.md
[![agentmods](https://agentmods.dev/badge/skills/claude-office-skills/skills/pipedrive-automation/github.svg)](https://agentmods.dev/skills/claude-office-skills/skills/pipedrive-automation)
Your own site
<a href="https://agentmods.dev/skills/claude-office-skills/skills/pipedrive-automation"><img src="https://agentmods.dev/badge/skills/claude-office-skills/skills/pipedrive-automation/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for Pipedrive Automation

Your own site · 80×15
<a href="https://agentmods.dev/skills/claude-office-skills/skills/pipedrive-automation"><img src="https://agentmods.dev/badge/skills/claude-office-skills/skills/pipedrive-automation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 22 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,757 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • Socket pass 18 Mar 2026
  • Snyk pass 9 Mar 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00022 $0.02757
Opus 5 $0.00011 $0.01378
Sonnet 5 $0.00004 $0.00551
Haiku 4.5 $0.00002 $0.00276

Measured 8d ago against content hash 0716095371af, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

Pipedrive Automation scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

pipedrive-automation/SKILL.md · 471 lines

How it starts

The opening of the file, as written. The whole thing — 471 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Pipedrive Automation

Comprehensive skill for automating Pipedrive CRM and sales pipeline management.

Core Workflows

1. Sales Pipeline

PIPEDRIVE PIPELINE FLOW:
┌─────────────────────────────────────────────────────────┐
│                     PIPELINE VIEW                        │
├──────────┬──────────┬──────────┬──────────┬────────────┤
│  Lead    │ Contact  │ Proposal │ Negoti-  │   Won/     │
│  In      │  Made    │  Sent    │  ation   │   Lost     │
├──────────┼──────────┼──────────┼──────────┼────────────┤
│ $15,000  │ $45,000  │ $80,000  │ $35,000  │ $125,000   │
│ 5 deals  │ 8 deals  │ 6 deals  │ 3 deals  │ 12 deals   │
├──────────┼──────────┼──────────┼──────────┼────────────┤
│ ┌──────┐ │ ┌──────┐ │ ┌──────┐ │ ┌──────┐ │            │
│ │Acme  │ │ │Tech  │ │ │StartX│ │ │BigCo │ │            │
│ │$5,000│ │ │$12K  │ │ │$25K  │ │ │$20K  │ │            │
│ └──────┘ │ └──────┘ │ └──────┘ │ └──────┘ │            │
└──────────┴──────────┴──────────┴──────────┴────────────┘

2. Automation Triggers

automations:
  - name: new_deal_setup
    trigger:
      type: deal_created
    actions:
      - create_activity:
          type: call
          subject: "Initial discovery call"
          due_days: 1
      - send_email:
          template: welcome_sequence
      - add_label: "New"
      
  - name: stage_progression
    trigger:
      type: deal_stage_changed
      to_stage: "Proposal Sent"
    actions:
      - create_activity:
          type: task
          subject: "Follow up on proposal"
          due_days: 3
      - update_custom_field:
          field: "Proposal Date"
          value: "{{today}}"
          
  - name: stale_deal_alert
    trigger:
      type: deal_rotting
      days: 14
    actions:
      - send_notification:
          to: owner
          message: "Deal hasn't moved in 14 days"
      - add_label: "At Risk"

Deal Management

Deal Configuration

deal_structure:
  required_fields:
    - title
    - value
    - organization
    - stage
    - owner
    
  custom_fields:
    - name: "Lead Source"
      type: enum
      options:
        - "Inbound - Website"
        - "Inbound - Referral"
        - "Outbound - Cold"
        - "Event"
        - "Partner"
        
    - name: "Product Interest"
      type: set
      options:
        - "Product A"
        - "Product B"
        - "Services"
        
    - name: "Decision Timeline"
      type: enum
      options:
        - "< 1 month"
        - "1-3 months"
        - "3-6 months"
        - "6+ months"
        
    - name: "Proposal Amount"
      type: monetary
      
    - name: "Close Probability"
      type: numeric
      format: percentage

Read the full file on GitHub · 471 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 471 lines · 22 tokens per session scan A 0716095371af

Subscribe to this mod's changes

Pipedrive Automation is a skill published in the GitHub repository claude-office-skills/skills (460 stars, last pushed 7mo ago), licensed MIT. It adds 22 tokens to every session and 2,757 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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