Pipedrive 的 AI Skill
$29.00
特價
$29.00
原價
跳至產品資訊
Start All-Access
Pipedrive 的 AI Skill
$29.00
this skill
vs
$100+/hr
hiring a Pipedrive consultant
Complete skill package instant downloadai-skill-for-pipedrive.txt
Choose how to get it
Start All-Access, from $8.25/mo$99 a year, or $19 a month. 14-day refund on the first charge.
// all-access
You do not download skills. Your AI fetches them.
The KissMySkills connector is a small server your AI chat talks to. Add it once to Claude, ChatGPT, Claude Code or Cursor. From then on, any of our 1,000+ skills is one sentence away.
- 01Add the connector. Settings, Connectors, paste one link. A minute.
- 02Sign in once. The email from your subscription. Nothing installs.
- 03Ask for a skill. "Load Pipedrive 的 AI Skill." It arrives in the conversation and your AI answers as that specialist.
$99/yr $8.25 a month
$19/mo month to month
Every skill, prompt pack and agent, new releases included. Single files can still be bought and kept. Cancel any time from your account. Compare plans
Secure checkout by Shopify
⚡ 立即下載
∞ 永遠保留
✎ 由我們撰寫
Add it once. Your AI works like a specialist.
將其加入 Claude、ChatGPT 或 Gemini - 您的 AI 會在此領域中擔任專家。
立即下載 · 30 天退款保證。 一次付費，永久使用 - 無需訂閱。由我們撰寫並測試，絕非從 GitHub 抓取。 退款政策
Ask it something hard.
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.
Trademarks of their respective owners. KissMySkills is not affiliated with or endorsed by them.
你不需要閱讀。由你的 AI 代勞。
將技能檔案新增至 Claude、ChatGPT 或 Gemini 一次。之後它就會成為此領域的專家，從下一則訊息開始立即運作。
購買一次，檔案便永久歸您所有。或者訂閱 All-Access，讓 KissMySkills 連接器在您提出要求時，將該檔案及其他所有技能載入您的聊天中。
// what's inside
這項技能包含什麼
- 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.
// what's inside
What you're actually buying
這項 Claude/ChatGPT 技能可在您日常的 CRM 工作中擔任 Pipedrive AI 管理員：設計包含進入條件、機率與停滯天數的銷售流程階段，規劃自訂欄位及各階段必填的欄位，依照設定所需的確切順序撰寫包含觸發條件、條件與動作的工作流程自動化，使用合併欄位撰寫電子郵件範本，並規劃團隊所需的 Insights 報表與儀表板。
它熟悉潛在客戶、交易、聯絡人、組織、活動與產品、清單與看板檢視、已儲存的篩選條件與標籤、匯入對應與合併重複項目、Marketplace 與 API 模式，以及哪些功能取決於您的方案。它不會登入或變更您的帳戶；它會準備設定內容，並提供在「設定」、「自動化」和「Insights」下的操作路徑，讓您在幾分鐘內完成建置。
在 Claude、ChatGPT 和 Gemini 中的運作方式都相同。一次購買，下載檔案，在 2 分鐘內完成安裝，接著描述您的銷售流程，即可取得能直接操作完成的 Pipedrive 設定。
# 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
您將下載的實際檔案範例。
// how to install
不到 2 分鐘
四個步驟。任何 AI 聊天。
- 01下載檔案
結帳後，下載連結會寄到您的收件匣。將檔案儲存至裝置上的任意位置。
- 02開啟你的 AI 聊天功能
Claude、ChatGPT、Gemini、Grok 或 Copilot - 無論你目前使用哪一個。
- 03貼上檔案內容
將其放入系統 prompt、專案指示或自訂指示欄位中。
- 04開始工作
您的 AI 現已設定為專業助手。您可以詢問它任何與其專業領域相關的問題。
不需要技術知識。不需訂閱。一次付費，永久使用。
// compatible with
支援所有主要的 AI 聊天服務。
將檔案放入您的 AI system prompt、專案指示或自訂指示中。無需設定。無需程式碼。不受供應商綁定。
// faq
關於此產品的問題
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.
準備好讓您的 AI 專精了嗎？
一個即插即用的檔案。一次付費，永久保留 - 適用於 Claude 和 ChatGPT。
