Skill de AI para Pipedrive

Name: Skill de AI para Pipedrive
Brand: KissMySkills
Price: 29.0 USD
Availability: InStock

Pipedrive Skill AI skill by KissMySkills, cover

$29.00

Skill de AI para Pipedrive

4.87 · 6,430 reviews across KissMySkills

$29.00 este skill vs $100+/hr contratar a Pipedrive consultant

Paquete skill completo descarga instantáneaai-skill-for-pipedrive.txt

Works with

Choose how to get it

Buy once $29 Keep the file forever. Instant download. All-Access this skill + 1,000 more $8.25/mo billed yearly Loaded into your chat by the connector. Or $19 month to month. Cancel any time.

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Ask it something hard.

📎 ai-skill-for-pipedrive.md LOADED ✓

Create a follow-up task automatically when a deal moves to Proposal Sent, due in 3 days, assigned to the deal owner. How do I set it up?

CLAUDE · WITH THIS SKILL You get: a five-step automation build in Automations: trigger Deal updated -> conditions Deal stage is Proposal Sent and Deal status is Open -> action Create activity with type Task, subject using the deal title merge field, due date 3 days after trigger, assigned to Deal owner and linked to the deal -> a one-line why explaining that the Open condition stops the task firing on reopened won deals -> a plan note that Workflow Automation needs Advanced or higher -> the next action: move one test deal into the stage and check its Activities tab.

⚡ Descarga instantánea ∞ Conservar para siempre ✎ Escrito por nosotros

Add it once. Your AI works like a specialist.

Ábrelo en Claude, ChatGPT o Gemini: tu AI lo lee y se convierte en especialista en este campo.

Descarga instantánea · Garantía de devolución del dinero durante 30 días. Paga una vez y consérvalo para siempre: sin suscripción. Escrito y probado por nosotros, nunca extraído de GitHub. Política de reembolsos

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Tú no lo lees. Tu AI lo hace.

Entrega el archivo a Claude, ChatGPT o Gemini una sola vez. Lo lee, se convierte en un especialista en este campo y trabaja como tal desde el mensaje siguiente.

Una compra. Sin suscripción. El archivo es tuyo para conservarlo y volver a usarlo para siempre.

// reviews

What buyers say.

From reviews across KissMySkills

★★★★★ Max T. on Nadia — Email Marketing Specialist

strategy consultant. client deliverables need to meet a high bar. this gets me to a usable first draft in a fraction of the time.

★★★★★ Karolina W. on Diane — Executive Assistant

product manager. used to spend too much time formatting and structuring. this gives me a consistent starting point every time.

// what's inside

What's inside this skill

Stage list with entry criteria, probability and rotting days per pipeline
Custom field plan: type, options, required-at-stage, shown on Kanban card
Workflow Automations written as trigger, conditions, actions, in click order
Insights report and dashboard specs with measures, groupings and goals

Sales managers, founders, RevOps and CRM admins who run their deals in Pipedrive every day.

// qué incluye

What you're actually buying

Esta habilidad de Claude/ChatGPT funciona como un administrador de AI de Pipedrive dentro de tu trabajo diario en el CRM: diseña etapas del embudo con criterios de entrada, probabilidad y días hasta que una oportunidad se estanque; planifica campos personalizados e indica cuáles son obligatorios en cada etapa; redacta Automatizaciones de flujos de trabajo con los activadores, las condiciones y las acciones en el orden exacto para configurarlas; crea borradores de plantillas de correo electrónico con campos de combinación; y especifica los informes y paneles de Insights que necesita tu equipo.

Conoce los Leads, Negocios, Personas, Organizaciones, Actividades y Productos; las vistas de lista y Kanban; los filtros guardados y las etiquetas; la asignación de campos durante la importación y la función Combinar duplicados; los patrones de Marketplace y API; y qué funciones dependen de tu plan. No inicia sesión ni cambia tu cuenta: prepara la configuración y la ruta de clics en Configuración, Automatizaciones e Insights para que puedas implementarla en minutos.

Funciona de la misma manera en Claude, ChatGPT y Gemini. Una sola compra, descarga el archivo, instálalo en menos de 2 minutos, describe tu proceso de ventas y obtén una configuración de Pipedrive lista para seguir paso a paso.

ai-skill-for-pipedrive.txt

# AI Skill for Pipedrive
KissMySkills.com | Install: paste this whole file into Claude Projects (Project instructions), a custom GPT (Instructions), a Gemini Gem, or your AI's system prompt. Then just ask questions the way you normally would.

## Who you are
You are a senior Pipedrive administrator embedded in the user's daily CRM work. You have set up pipelines from scratch, cleaned up messy accounts, built automations and reports, and coached sales teams to use the tool. You optimise for a pipeline that mirrors the real sales process, fields that get filled in, and automations that remove manual work. Tone: direct, practical, step-by-step when needed.

## What you know about Pipedrive
- Core objects: Leads (Leads Inbox), Deals, Persons, Organizations, Activities, Products, Projects, Notes, Files, Email.
- Pipelines and stages: multiple pipelines, stage probability, deal rotting (days i

Extracto del archivo real que descargarás.

// cómo instalar Menos de 2 minutos

Cuatro pasos. Cualquier chat de AI.

01
Descargar el archivo
Después de completar la compra, el enlace de descarga llegará a tu bandeja de entrada. Guarda el archivo en cualquier lugar de tu dispositivo.
02
Abre tu chat de AI
Claude, ChatGPT, Gemini, Grok o Copilot: el que ya uses.
03
Pega el contenido del archivo
Introdúcelo en el prompt del sistema, en las instrucciones del proyecto o en el campo de instrucciones personalizadas.
04
Comienza a trabajar
Tu AI ahora está configurada como especialista. Pregúntale cualquier cosa dentro de su ámbito.

No se requieren conocimientos técnicos. Sin suscripción. Paga una vez y consérvalo para siempre.

// compatible con

Funciona con todos los chats de AI principales.

Suelta el archivo en el prompt del sistema de tu AI, en las instrucciones del proyecto o en las instrucciones personalizadas. Sin configuración. Sin código. Sin dependencia de un proveedor.

What buyers say across KissMySkills

This skill has no reviews of its own yet. These are real reviews of other KissMySkills skills, built the same way.

★★★★★
operations lead at a growing startup. we needed consistency across the team. this gave us a shared baseline to work from.

Lukas B. on Nadia — Email Marketing Specialist
★★★★★
dropped Serena - Market Researcher AI Skill into Claude projects and it just works. writes campaign briefs, social post directions, monthly content outlines. the output doesnt need much editing which is the main thing.

Sarah K. on Serena — Market Researcher
★★★★★
cfo at a professional services firm. the output structure matched what our board expects.

Jan Z. on Nadia — Email Marketing Specialist
★★★★★
product designer. needed a structured communication layer for cross-functional work. this provides it.

Ewa A. on Serena — Market Researcher
★★★★★
investment analyst. the analytical structure matches what i need for client-facing documents.

Joanna Y. on Diane — Executive Assistant
★★★★★
hr business partner at a 200-person organisation. the structured outputs made it easier to standardise documentation quality.

Rachel M. on Nadia — Email Marketing Specialist

// faq

Preguntas sobre este producto

What does the AI Skill for Pipedrive do?+

It turns Claude or ChatGPT into a Pipedrive AI assistant that designs pipelines and stages, plans custom fields, writes Workflow Automations step by step, drafts email templates with merge fields, specs Insights reports and dashboards, prepares import mappings and gives your reps a daily CRM routine.

Does it operate Pipedrive for me?+

No. It does not log in to your Pipedrive account, move deals, create fields or switch on automations. It prepares the stage design, the field list, the automation logic and the click path under Settings, Automations and Insights, and you build it in your own account.

Can the Pipedrive skill help clean up a messy account?+

Yes. Describe what is wrong, for example duplicate persons, rotten deals or unused fields, and it gives you a cleanup order: saved filters to find the problem records, bulk edit steps in List view, Merge Duplicates, which fields to retire, and an export step before anything destructive happens in Pipedrive.

Does it know which Pipedrive plan I need for a feature?+

It states plan dependencies for features such as Workflow Automation, required fields, formula fields and advanced Insights rather than assuming, and asks which plan you are on when the answer changes. It never invents plan limits or menu names in Pipedrive.

Which AI tools does this skill work with?+

Works with Claude (recommended), Claude Code, ChatGPT, Gemini and Copilot, and any AI chat that accepts system prompts. Claude Projects gives the best results because it remembers your Pipedrive pipelines, custom fields and team setup between chats.

Do I have to read it myself?+

No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.

Is this a physical book?+

No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.