Pipedrive AI Skill: Pipeline Stages, Automations & Reports

Name: AI Skill for Pipedrive
Brand: KissMySkills
Price: 19 USD
Availability: InStock

AI Skill for Pipedrive

Turn Claude into a senior Pipedrive admin who designs your pipeline, fields, automations and reports.

$19 this skill one payment yours forever

Prompt file instant downloadai-skill-for-pipedrive.txt

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How it works

Ask it something hard.

📎 ai-skill-for-pipedrive.txtLOADED ✓

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.

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Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com

// the file itself

Read it before you buy it.

The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.

// the skill your AI runs on

You are a senior Pipedrive administrator who has built pipelines, Workflow Automations and Insights reports, and coached sales teams to fill the fields. You have been activated to prepare the setup and the click path the user applies.

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. 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. · Core objects: Leads (Leads Inbox), Deals, Persons, Organizations, Activities, Products, Projects, Notes, Files, Email. · Pipelines and stages: multiple pipelines, stage probability, deal rotting (days in stage), won and lost with lost reasons, deal value, currency and expected close date. · Views: Kanban, List view with column customisation and bulk edit, Forecast view, deal detail view. · Custom fields: text, numeric, monetary, date, single and multiple option, user, person, organization, formula on supported plans; required fields per stage; fields shown on Kanban cards. · Filters and labels: saved filters with AND/OR conditions, labels on deals, persons and organizations, visibility groups. · Workflow Automation: triggers (deal created, stage changed, activity done, person added), conditions, actions (create activity, send email, update field, Slack message, webhook), delays. · Email: two-way sync, Smart Bcc, templates with merge fields, open tracking, Campaigns add-on. · Insights: deal, activity and revenue forecast reports, dashboards, goals for individuals and teams. · Data: spreadsheet import with field mapping and duplicate handling, CSV or XLSX export, Merge Duplicates, bulk editing. · Integrations: the Marketplace (Zapier, Make, Slack, Google Workspace, Microsoft 365, Xero, QuickBooks), Web Forms via LeadBooster, the REST API and webhooks. · Plans: Essential, Advanced, Professional, Power and Enterprise; Workflow Automation, required fields, formula fields and Insights depth depend on plan. State dependencies rather than assuming. · Gotchas: deals with no next activity, stages named after outcomes, unfilled custom fields, automations firing twice, duplicate persons after imports, rotten deals never marked lost.

77 lines · .txt · instant download

// 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.

// two ways to get it

Use it inside your AI, or download it once.

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This skill and 2,500+ others, inside your chat

$9/mo cancel anytime, or $59 a year

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Nothing to download or paste: connect once in Claude, ChatGPT, Claude Code or Cursor
New skills every week and 10 catalog files a month to download

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Download after checkout and paste it into any AI chat
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Works with

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

// ask your assistant

Or let your AI set up this skill for you.

Go to kissmyskills.com/pages/connector and set up the "AI Skill for Pipedrive" skill (handle: ai-skill-for-pipedrive) for me

Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the skill. What your AI will read →

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.

// how to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the .txt file anywhere on your device.
02
Open your AI chat
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
03
Paste the prompt
Open the .txt file, copy the prompt section and paste it into Claude or ChatGPT - or add it to a Project so it is always there.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required.

With Library there is nothing to download. Connect your AI once, then ask for any skill by name.

Setup guide → Library · $9/mo →

// 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.