Skill AI per Pipedrive

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

Pipedrive Skill AI skill by KissMySkills, cover

$29.00

Skill AI per Pipedrive

4.87 · 6,430 reviews across KissMySkills

$29.00 questo skill vs $100+/hr assumere a Pipedrive consultant

Pacchetto skill completo download immediatoai-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.

⚡ Download istantaneo ∞ Conserva per sempre ✎ Scritto da noi

Add it once. Your AI works like a specialist.

Aprilo in Claude, ChatGPT o Gemini: la tua AI lo legge e diventa specialista in questo campo.

Download immediato · Garanzia soddisfatti o rimborsati di 30 giorni. Paga una volta, conservailo per sempre - nessun abbonamento. Scritto e testato da noi, mai estratto da GitHub. Politica di rimborso

Domande prima dell’acquisto?

Scrivici e ti risponderà una persona, di solito lo stesso giorno. Non un bot, né una coda di ticket.

hello@kissmyskills.com

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Non lo leggi tu. Lo fa la tua AI.

Consegna il file a Claude, ChatGPT o Gemini una sola volta. Lo legge, diventa specializzato in questo campo e lavora come tale già dal messaggio successivo.

Un solo acquisto. Nessun abbonamento. Il file è tuo: puoi conservarlo e riutilizzarlo per sempre.

// 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.

// cosa contiene

What you're actually buying

Questa competenza per Claude/ChatGPT agisce come amministratore AI di Pipedrive nelle attività quotidiane di CRM: progetta le fasi della pipeline con criteri di ingresso, probabilità e giorni di stagnazione, pianifica i campi personalizzati e indica quali sono obbligatori in ogni fase, redige le Automazioni dei flussi di lavoro specificando trigger, condizioni e azioni nell’ordine esatto in cui configurarli, prepara modelli email con campi dinamici e definisce i report e i dashboard di Insights di cui il tuo team ha bisogno.

Conosce Lead, Trattative, Persone, Organizzazioni, Attività e Prodotti, le viste Elenco e Kanban, i filtri salvati e le etichette, la mappatura delle importazioni e Unisci duplicati, i modelli di Marketplace e API e quali funzionalità dipendono dal tuo piano. Non accede al tuo account né lo modifica; prepara la configurazione e il percorso di clic in Impostazioni, Automazioni e Insights, così puoi realizzarli in pochi minuti.

Funziona allo stesso modo in Claude, ChatGPT e Gemini. Un solo acquisto, scarica il file, installalo in meno di 2 minuti, poi descrivi il tuo processo di vendita e ottieni una configurazione di Pipedrive pronta da seguire con un clic.

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

Estratto dal file effettivo che scaricherai.

// come installare Meno di 2 minuti

Quattro passaggi. Qualsiasi chat AI.

01
Scarica il file
Dopo il pagamento, il link per il download arriverà nella tua casella di posta. Salva il file in qualsiasi posizione sul tuo dispositivo.
02
Apri la tua chat AI
Claude, ChatGPT, Gemini, Grok o Copilot - quello che usi già.
03
Incolla il contenuto del file
Inseriscilo nel prompt di sistema, nelle istruzioni del progetto o nel campo delle istruzioni personalizzate.
04
Inizia a lavorare
La tua AI è ora configurata come specialista. Chiedile qualsiasi cosa nell’ambito di sua competenza.

Non è richiesta alcuna conoscenza tecnica. Nessun abbonamento. Paghi una volta, lo mantieni per sempre.

// compatibile con

Compatibile con tutte le principali chat AI.

Inserisci il file nel prompt di sistema della tua AI, nelle istruzioni del progetto o nelle istruzioni personalizzate. Nessuna configurazione. Nessun codice. Nessun vincolo con un fornitore.

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

Domande su questo prodotto

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.