How to Use OpenClaw with Pipedrive — AI Sales Pipeline Automation

OpenClaw + Pipedrive: Your AI Sales Development Rep

Pipedrive keeps your deals organized. OpenClaw keeps your pipeline moving. When connected, your agent creates deals from inbound leads, logs activities, moves deals through stages, schedules follow-ups, and reports on pipeline health — all automatically.

Setup: Pipedrive API Token

Go to Pipedrive → Profile → Personal preferences → API:

PIPEDRIVE_API_TOKEN=your_api_token
PIPEDRIVE_BASE_URL=https://api.pipedrive.com/v1

Find your pipeline and stage IDs:

curl "$PIPEDRIVE_BASE_URL/pipelines?api_token=$PIPEDRIVE_API_TOKEN"

Create a Pipedrive Skill

# ~/.openclaw/workspace/skills/pipedrive/SKILL.md

## Create Deal
curl -X POST "$PIPEDRIVE_BASE_URL/deals?api_token=$PIPEDRIVE_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"title": "$DEAL_NAME", "value": $VALUE, "currency": "USD", "pipeline_id": $PIPELINE_ID, "stage_id": $STAGE_ID}'

## Create Person (Contact)
curl -X POST "$PIPEDRIVE_BASE_URL/persons?api_token=$PIPEDRIVE_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"name": "$NAME", "email": [{"value": "$EMAIL", "primary": true}]}'

## Add Note to Deal
curl -X POST "$PIPEDRIVE_BASE_URL/notes?api_token=$PIPEDRIVE_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"content": "$NOTE_TEXT", "deal_id": $DEAL_ID}'

## Update Deal Stage
curl -X PUT "$PIPEDRIVE_BASE_URL/deals/$DEAL_ID?api_token=$PIPEDRIVE_API_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"stage_id": $NEW_STAGE_ID}'

Inbound Lead → Pipeline Deal

When someone fills out your website contact form (webhook to OpenClaw gateway):

1. Agent creates a Person record in Pipedrive with contact details
2. Creates a Deal linked to that Person
3. Adds a note with the lead's message and source
4. Sends a personalized welcome email via Resend
5. Posts to your #sales Slack channel: new lead alert

Follow-Up Automation

openclaw cron add \
  --name hex-pipedrive-followup \
  --schedule "0 9 * * *" \
  --agent main \
  --task "Get Pipedrive deals with no activity in 5+ days and stage not Closed. Draft follow-up note for each. Post to #sales for review before sending."

Weekly Pipeline Report

Every Monday morning, your agent pulls all open deals by stage, calculates weighted pipeline value, and posts a clean sales digest — deal count, total value, deals at risk (no activity in 7+ days), and this week's follow-ups due.

Ready to put this into practice? The OpenClaw Playbook has step-by-step walkthroughs, copy-paste configs, and real-world automation recipes. Get it for $9.99 and build your AI-powered setup today.