| name | pipedrive-automation |
| description | Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas. |
| type | skill |
| created | 2026-02-27T00:00:00.000Z |
| domain | business-marketing |
| category | sales-crm |
| risk | critical |
| source | community |
| tags | ["skill","business-marketing","sales-crm","pipedrive","automation"] |
Pipedrive Automation via Rube MCP
Automate Pipedrive CRM workflows including deal management, contact and organization operations, activity scheduling, notes, and pipeline/stage queries through Composio's Pipedrive toolkit.
Prerequisites
- Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
- Active Pipedrive connection via
RUBE_MANAGE_CONNECTIONS with toolkit pipedrive
- Always call
RUBE_SEARCH_TOOLS first to get current tool schemas
Setup
Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
- Verify Rube MCP is available by confirming
RUBE_SEARCH_TOOLS responds
- Call
RUBE_MANAGE_CONNECTIONS with toolkit pipedrive
- If connection is not ACTIVE, follow the returned auth link to complete Pipedrive OAuth
- Confirm connection status shows ACTIVE before running any workflows
Core Workflows
1. Create and Manage Deals
When to use: User wants to create a new deal, update an existing deal, or review deal details in the sales pipeline.
Tool sequence:
PIPEDRIVE_SEARCH_ORGANIZATIONS - Find existing org to link to the deal [Optional]PIPEDRIVE_ADD_AN_ORGANIZATION - Create organization if none found [Optional]PIPEDRIVE_SEARCH_PERSONS - Find existing contact to link [Optional]PIPEDRIVE_ADD_A_PERSON - Create contact if none found [Optional]PIPEDRIVE_GET_ALL_PIPELINES - Resolve pipeline ID [Prerequisite]PIPEDRIVE_GET_ALL_STAGES - Resolve stage ID within the pipeline [Prerequisite]PIPEDRIVE_ADD_A_DEAL - Create the deal with title, value, org_id, person_id, stage_id [Required]PIPEDRIVE_UPDATE_A_DEAL - Modify deal properties after creation [Optional]PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL - Attach line items/products [Optional]
Key parameters:
title: Deal title (required for creation)value: Monetary value of the deal- : 3-letter ISO currency code (e.g., "USD")
