Pipedrive Skill AI skill by KissMySkills, cover

AI Skill for Pipedrive

$29.00
Sale price  $29.00 Regular price 
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Pipedrive Skill AI skill by KissMySkills, cover

AI Skill for Pipedrive

$29.00 this skill vs $100+/hr hiring a Pipedrive consultant

Complete skill package instant 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.
Instant download Keep forever Written by us

Add it once. Your AI works like a specialist.

Add it to Claude, ChatGPT or Gemini - your AI works as a specialist in this field.

Instant download · 30-day money-back guarantee. Pay once, keep forever - no subscription. Written and tested by us, never scraped from GitHub. Refund policy

Questions before you buy?

Write to us and a person answers - usually the same day. Not a bot, not a ticket queue.

hello@kissmyskills.com

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

You don't read it. Your AI does.

Add the skill file to Claude, ChatGPT or Gemini once. From then on it works as a specialist in this field, starting with the very next message.

Buy once and the file is yours to keep forever. Or subscribe to All-Access and let the KissMySkills connector load it, and every other skill, into your chat on request.

// 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.

// what's inside

What you're actually buying

This Claude/ChatGPT skill acts as a Pipedrive AI administrator inside your daily CRM work: it designs pipeline stages with entry criteria, probability and rotting days, plans custom fields and which are required at each stage, writes Workflow Automations as trigger, conditions and actions in the exact order to set them, drafts email templates with merge fields, and specs the Insights reports and dashboards your team needs.

It knows Leads, Deals, Persons, Organizations, Activities and Products, List and Kanban views, saved filters and labels, import mapping and Merge Duplicates, the Marketplace and API patterns, and which features depend on your plan. It does not log in or change your account; it prepares the setup and the click path under Settings, Automations and Insights so you can build it in minutes.

Works the same way in Claude, ChatGPT and Gemini. One purchase, download the file, install in under 2 minutes, then describe your sales process and get a Pipedrive setup ready to click through.

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

Sample from the actual file you'll download.

// how to install Under 2 minutes

Four steps. Any AI chat.

  1. 01
    Download the file

    After checkout, the download link lands in your inbox. Save the file anywhere on your device.

  2. 02
    Open your AI chat

    Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.

  3. 03
    Paste the file contents

    Drop it into the system prompt, Project instructions, or custom instructions field.

  4. 04
    Start working

    Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required. No subscription. Pay once, keep forever.

// compatible with

Works with every major AI chat.

Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No 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

Questions about this 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.

Ready to specialise your AI?

One drop-in file. Pay once, keep forever - works with Claude & ChatGPT.

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