pipedrive

```bash

curl -sSL https://canifi.com/skills/pipedrive/install.sh | bash

```

Or manually:

```bash

cp -r skills/pipedrive ~/.canifi/skills/

```

Configure via [canifi-env](https://canifi.com/setup/scripts):

```bash

# First, ensure canifi-env is installed:

# curl -sSL https://canifi.com/install.sh | bash

canifi-env set PIPEDRIVE_API_TOKEN "your_api_token"

canifi-env set PIPEDRIVE_COMPANY_DOMAIN "your_company_domain"

```

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the [Browser Automation Setup](/setup/automation) using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

```bash

canifi-env set SERVICE_EMAIL "your-email"

canifi-env set SERVICE_PASSWORD "your-password"

```

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

1. Deal Management: Create and manage deals with visual pipeline stages
2. Contact Organization: Organize people and organizations with deal links
3. Activity Scheduling: Schedule calls, meetings, and follow-up activities
4. Email Integration: Sync emails and track communications
5. Sales Insights: Access sales metrics, forecasts, and performance data

Create Deal

```

User: "Create a new deal in Pipedrive for Software License worth $5000"

Assistant: Creates deal with value and links to contact

```

Move Deal Stage

```

User: "Move the Marketing Package deal to Demo Scheduled"

Assistant: Updates deal stage in pipeline

```

Log Activity

```

User: "Log a call with John about the proposal"

Assistant: Creates activity record linked to contact and deal

```

Get Pipeline Stats

```

User: "Show me my Pipedrive pipeline overview"

Assistant: Returns deals by stage with values

```

1. Get API token from Personal Preferences in Pipedrive
2. Use token for all API requests
3. OAuth 2.0 available for app marketplace
4. Token provides full account access

| Error | Cause | Solution |

|-------|-------|----------|

| 401 Unauthorized | Invalid API token | Verify token in settings |

| 403 Forbidden | Feature not available | Check subscription tier |

| 429 Rate Limited | Too many requests | Implement rate limiting |

| 404 Not Found | Resource doesn't exist | Verify ID |

• Visual pipeline focus for sales teams
• Free trial, paid plans start at Essential
• API rate limit: 80 requests per 2 seconds
• Marketplace for extensions and integrations
• Mobile apps for on-the-go access
• Smart contact data enrichment available