Pipedrive Skill AI skill by KissMySkills, cover

AI Skill for Pipedrive

$29.00
Aanbiedingsprijs  $29.00 Normale prijs 
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Pipedrive Skill AI skill by KissMySkills, cover

AI Skill for Pipedrive

$29.00 deze skill vs $100+/hr a Pipedrive consultant inhuren

Compleet skill-pakket directe downloadai-skill-for-pipedrive.txt

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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.
Direct downloaden Voor altijd van jou Door ons geschreven

Add it once. Your AI works like a specialist.

Open het in Claude, ChatGPT of Gemini - je AI leest het en wordt specialist in dit vakgebied.

Direct downloaden · 30 dagen niet-goed-geld-teruggarantie. Eén keer betalen, voor altijd houden - geen abonnement. Door ons geschreven en getest, nooit van GitHub geschraapt. Retourbeleid

Vragen voordat je koopt?

Schrijf ons en een mens antwoordt, meestal dezelfde dag. Geen bot, geen ticketwachtrij.

hello@kissmyskills.com

Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.

Jij leest het niet. Jouw AI doet dat.

Geef het bestand één keer aan Claude, ChatGPT of Gemini. Het leest het, wordt specialist op dit gebied en werkt vanaf het volgende bericht als een specialist.

Eén aankoop. Geen abonnement. Het bestand is van jou om voor altijd te bewaren en opnieuw te gebruiken.

// 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

  1. Stage list with entry criteria, probability and rotting days per pipeline
  2. Custom field plan: type, options, required-at-stage, shown on Kanban card
  3. Workflow Automations written as trigger, conditions, actions, in click order
  4. 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.

// wat erin zit

What you're actually buying

Deze Claude/ChatGPT-vaardigheid fungeert als een Pipedrive AI-beheerder binnen je dagelijkse CRM-werk: de vaardigheid ontwerpt pipelinefasen met instapcriteria, kansen en vervaldagen, plant aangepaste velden en bepaalt welke velden in elke fase verplicht zijn, schrijft Workflow Automations uit als triggers, voorwaarden en acties in de exacte volgorde waarin je ze moet instellen, stelt e-mailsjablonen met samenvoegvelden op en specificeert de Insights-rapporten en dashboards die je team nodig heeft.

De vaardigheid kent Leads, Deals, Personen, Organisaties, Activiteiten en Producten, lijst- en Kanbanweergaven, opgeslagen filters en labels, importtoewijzing en Duplicaten samenvoegen, patronen voor de Marketplace en API, en welke functies afhankelijk zijn van je abonnement. De vaardigheid logt niet in en wijzigt je account niet; ze bereidt de configuratie en het klikpad onder Instellingen, Automatiseringen en Insights voor, zodat je alles in enkele minuten kunt opbouwen.

Werkt hetzelfde in Claude, ChatGPT en Gemini. Eén aankoop, download het bestand, installeer het in minder dan 2 minuten, beschrijf vervolgens je verkoopproces en krijg een Pipedrive-configuratie die je direct kunt doorlopen.

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

Fragment uit het bestand dat je echt downloadt.

// zo installeer je Minder dan 2 minuten

Vier stappen. Elke AI-chat.

  1. 01
    Download het bestand

    Na het afrekenen komt de downloadlink in je inbox terecht. Sla het bestand ergens op je apparaat op.

  2. 02
    Open je AI-chat

    Claude, ChatGPT, Gemini, Grok of Copilot - welke je ook al gebruikt.

  3. 03
    Plak de inhoud van het bestand

    Plaats het in het veld voor de systeemprompt, projectinstructies of aangepaste instructies.

  4. 04
    Begin met werken

    Je AI is nu geconfigureerd als specialist. Stel hem alles wat binnen zijn vakgebied valt.

Geen technische kennis vereist. Geen abonnement. Eenmalig betalen, voor altijd gebruiken.

// compatibel met

Werkt met elke grote AI-chatbot.

Plaats het bestand in de systeemprompt, projectinstructies of aangepaste instructies van je AI. Geen configuratie. Geen code. Geen vendor lock-in.

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

Vragen over dit product

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.

Klaar om je AI te specialiseren?

Eén bestand dat je direct kunt gebruiken. Betaal één keer, houd het voor altijd - werkt met Claude en ChatGPT.

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