Pipedrive

What It Does

It proxies requests to `api.pipedrive.com` so you get the complete native Pipedrive API surface with a simpler auth model.

This skill provides full access to the Pipedrive CRM API through the Maton gateway, which handles OAuth authentication automatically. Using a single `MATON_API_KEY`, your agent can create, read, update, and delete deals, persons, organizations, activities, pipelines, stages, notes, and users — no manual OAuth flow required.

Key Features

• Managed OAuth Authentication — All Pipedrive OAuth tokens are managed by the Maton gateway. You only need a single `MATON_API_KEY` — no token refresh logic, no storing OAuth credentials in your environment.
• Full Deals API — List, get, create, update, delete, and search deals. Supports filtering by status (`open`, `won`, `lost`), stage, user, and custom sort orders, as well as pagination.
• Persons & Organizations Management — Create and manage contacts (persons) and organizations, including multiple email/phone values, visibility settings, and full-text search.
• Activities Tracking — Log and manage sales activities — calls, meetings, tasks, emails — linked to deals or contacts, with due dates, durations, and completion status.
• Pipelines, Stages & Notes — Retrieve pipeline structures and stages to understand your sales funnel, and attach notes to deals, persons, or organizations for contextual record-keeping.
• Multiple Connection Support — If you manage several Pipedrive accounts, specify which OAuth connection to use per request via the `Maton-Connection` header, or rely on the default active connection.

Requirements

Create a connection via the API or control panel and complete the OAuth flow in a browser.

- **Maton API Key** *(required)* — Authenticates all requests to the Maton gateway and identifies your Pipedrive OAuth connections. Obtain at [maton.ai/settings](https://maton.ai/settings). - **Pipedrive OAuth Connection** *(required)* — A connected Pipedrive account managed at [ctrl.maton.ai](https://ctrl.maton.ai).

Use Cases

• Automated Deal Creation from Inbound Leads — When a new lead arrives (e.g., from a form or email), an agent can automatically create a person, link them to an organization, and open a deal in the correct pipeline stage — all without manual CRM entry.
• Sales Activity Logging — After a sales call or meeting, an agent can log a completed activity against the relevant deal and contact, including notes and outcome, keeping the CRM up to date in real time.
• Pipeline Health Reporting — An agent can query all open deals filtered by stage or owner, then summarize pipeline value, stalled deals, or upcoming close dates for a daily sales briefing.
• Contact Enrichment & Deduplication — Search existing persons or organizations before creating new records, update stale contact details, and attach structured notes — helping maintain clean CRM data.