Pipedrive

Manage your sales pipeline and track deals with Pipedrive's sales-focused CRM.

What You Can Do

Deal Management

• Create new deals
• Update deal stages
• Track deal values
• Move deals through pipeline

Contact Management

• Add new contacts
• Update contact info
• Link contacts to deals

Pipeline Tracking

• View your sales pipeline
• Check deal progress
• Identify bottlenecks

Example Commands

Try saying things like:

"Add a new deal for Acme Corp website - $5,000"

"Move the Acme deal to Proposal stage"

"What deals are in my pipeline?"

"Add John Smith as a contact"

"What's the total value of my open deals?"

Setup

1. Create a Pipedrive Account

1. Sign up at pipedrive.com
2. Set up your pipeline stages
3. Add your first contacts and deals

2. Get Your API Token

1. Go to Settings (gear icon)
2. Select Personal preferences
3. Go to the API tab
4. Copy your personal API token

3. Add to Clawly

1. Go to your Clawly Dashboard
2. Find the Pipedrive skill
3. Click Configure
4. Paste your Pipedrive API Token
5. Click Save

How It Works

Creating Deals

When you say "add a deal for Acme website - $5,000":

1. Creates deal with name and value
2. Sets initial pipeline stage
3. Links to contact if specified

Moving Deals

When you say "move Acme deal to Proposal":

1. Finds the matching deal
2. Updates the pipeline stage
3. Confirms the change

Viewing Pipeline

When you say "show my pipeline":

1. Fetches all open deals
2. Groups by pipeline stage
3. Shows values and contacts

Tips

• Keep deals updated - Move through stages promptly
• Add deal values - Track potential revenue
• Link contacts - Associate people with deals
• Log activities - Track calls, emails, meetings

Pipeline Stages

Common Pipedrive pipeline stages:

1. Lead In - New opportunity
2. Contact Made - Initial outreach done
3. Proposal Made - Sent quote/proposal
4. Negotiations - Discussing terms
5. Won - Deal closed successfully
6. Lost - Did not proceed

Pricing

Pipedrive offers:

• Essential - $14/user/month
• Advanced - $34/user/month with automation
• Professional - $49/user/month with reporting
• Power - $64/user/month with projects
• Enterprise - $99/user/month with security

Need help? Contact us at support@getclawly.com