Skill

lead-management

Manage Pipedrive leads — create, update, convert to deals, and track progress. Triggers on "create a lead", "update lead", "new lead", "convert lead", "lead labels".

Install

npx claudepluginhub talentir/pipedrive-claude-plugin --plugin pipedrive

Tool Access

This skill uses the workspace's default tool permissions.

Preview

Help users manage their Pipedrive leads efficiently.

SKILL.md

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Stats

Parent Repo Stars0

Parent Repo Forks1

Last CommitMar 11, 2026

Actions

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Lead Management

Help users manage their Pipedrive leads efficiently.

When This Triggers

User asks to create, update, or manage leads

User mentions lead names, values, or labels

User wants to convert a lead to a deal

How It Works

Creating Leads

Ask for required info: lead title

Ask for optional info: value, currency, contact, organization, labels

Use search_persons or search_organizations to find linked records if names are given

Use get_lead_labels to resolve label names to IDs if labels are mentioned

Use create_lead with all gathered info

Confirm creation with lead details

Updating Leads

Use search_leads to find the lead by name

Show current details using get_lead

Apply requested changes using update_lead

Confirm what was changed

Converting Leads to Deals

Find the lead with search_leads

Show current lead details

Ask which pipeline/stage to place the new deal in (use get_pipelines and get_stages)

Use convert_lead_to_deal to convert

Show the new deal details

Best Practices

Always confirm before creating or modifying data

Show the user what will change before applying updates

When creating leads, suggest linking to existing contacts/orgs

Mention conversion to deal as a next step when appropriate

Lead Management

Help users manage their Pipedrive leads efficiently.

When This Triggers

User asks to create, update, or manage leads
User mentions lead names, values, or labels
User wants to convert a lead to a deal

How It Works

Creating Leads

Ask for required info: lead title
Ask for optional info: value, currency, contact, organization, labels
Use search_persons or search_organizations to find linked records if names are given
Use get_lead_labels to resolve label names to IDs if labels are mentioned
Use create_lead with all gathered info
Confirm creation with lead details

Updating Leads

Use search_leads to find the lead by name
Show current details using get_lead
Apply requested changes using update_lead
Confirm what was changed

Converting Leads to Deals

Find the lead with search_leads
Show current lead details
Ask which pipeline/stage to place the new deal in (use get_pipelines and get_stages)
Use convert_lead_to_deal to convert
Show the new deal details

Best Practices

Always confirm before creating or modifying data
Show the user what will change before applying updates
When creating leads, suggest linking to existing contacts/orgs
Mention conversion to deal as a next step when appropriate