/create-deal

/create-deal

Create a new deal in Pipedrive CRM.

Usage

/create-deal [deal title and details]

Create deal: $ARGUMENTS

Steps

1. Parse the request — Extract deal title, value, contact name, organization, pipeline, and stage from the user's input
2. Find linked records — If a contact or organization name is mentioned:
   • Use search_persons to find the person and get their id
   • Use search_organizations to find the org and get their id
   • If not found, ask if user wants to create them first
3. Resolve pipeline/stage — If a stage or pipeline is mentioned:
   • Use get_pipelines to list available pipelines
   • Use get_stages to find the right stage
   • If not specified, use the first stage of the default pipeline
4. Confirm before creating — Show a summary of what will be created:

   Deal: [title]
   Value: $[amount] [currency]
   Contact: [person name] (ID: [id])
   Organization: [org name] (ID: [id])
   Pipeline: [pipeline name] → Stage: [stage name]
   

   Ask: "Create this deal?"
5. Create the deal — Use create_deal with all gathered parameters
6. Confirm — Show the created deal with its ID and a link

Tips

• If user just gives a title, create with minimal info and let them fill in details later
• Always confirm before creating
• Suggest linking to existing contacts/orgs when possible