clawdbot-pipedrive 1.0.0 → 1.0.1

package/README.md

@@ -14,20 +14,11 @@ Pipedrive CRM integration plugin for [Clawdbot](https://clawd.bot).
 
 ## Installation
 
-### Option 1: Install from npm (when published)
-
 ```bash
 clawdbot plugins install clawdbot-pipedrive
 ```
 
-### Option 2: Manual installation
-
-Copy this folder to `~/.clawdbot/extensions/pipedrive/`
-
-Or create a symlink for development:
-```bash
-ln -s /path/to/clawdbot-pipedrive ~/.clawdbot/extensions/pipedrive
-```
+Or manually: copy to `~/.clawdbot/extensions/pipedrive/`
 
 ## Configuration
 
@@ -91,7 +82,17 @@ Your domain is the subdomain of your Pipedrive URL:
 
 ## Custom Skills
 
-For organization-specific workflows (naming conventions, required fields, etc.), create a skill at `~/.clawdbot/skills/your-crm/SKILL.md`. Skills provide instructions to the AI without modifying the plugin.
+For organization-specific workflows (naming conventions, required fields, etc.), create a skill:
+
+```bash
+# Copy the template
+mkdir -p ~/.clawdbot/skills/pipedrive-crm
+cp examples/SKILL-TEMPLATE.md ~/.clawdbot/skills/pipedrive-crm/SKILL.md
+
+# Then customize with your pipeline stages, naming conventions, etc.
+```
+
+See [examples/SKILL-TEMPLATE.md](examples/SKILL-TEMPLATE.md) for a starting point.
 
 ## License
 

package/examples/SKILL-TEMPLATE.md

@@ -0,0 +1,71 @@
+# Pipedrive CRM Workflows
+
+> Copy this file to `~/.clawdbot/skills/pipedrive-crm/SKILL.md` and customize for your organization.
+
+## Deal Naming Convention
+
+When creating deals, use this format:
+- **Title**: `[Company Name] - [Product/Plan] - [Value]`
+- Example: `Acme Corp - Enterprise - $2,500/mo`
+
+## Pipeline Stages
+
+| Stage ID | Name | When to use |
+|----------|------|-------------|
+| 1 | Lead | Initial contact |
+| 2 | Qualified | Confirmed interest |
+| 3 | Proposal | Pricing sent |
+| 4 | Negotiation | Active discussions |
+| 5 | Closed Won | Deal signed |
+| 6 | Closed Lost | Deal lost |
+
+> **Note**: Replace stage IDs with your actual Pipedrive stage IDs.
+> Find them via: `pipedrive_list_stages`
+
+## Required Fields
+
+When creating deals, always include:
+- `title` - Following naming convention above
+- `value` - Deal value in your currency
+- `person_id` or `org_id` - Link to contact/company
+
+## Activity Types
+
+| Type | Use for | Subject format |
+|------|---------|----------------|
+| `call` | Phone calls | "Call: [topic]" |
+| `meeting` | Demos, meetings | "Meeting: [purpose]" |
+| `task` | Follow-ups, to-dos | "Task: [action]" |
+| `email` | Email follow-ups | "Email: [subject]" |
+
+## Common Workflows
+
+### New Lead
+1. Search if contact exists: `pipedrive_search_persons`
+2. Create person if new: `pipedrive_create_person`
+3. Create deal: `pipedrive_create_deal`
+4. Schedule follow-up: `pipedrive_create_activity`
+
+### After Demo
+1. Update deal stage: `pipedrive_update_deal` with next stage_id
+2. Add notes: `pipedrive_create_note`
+3. Create follow-up task: `pipedrive_create_activity`
+
+### Close Won
+1. Update deal: `pipedrive_update_deal` with `status: "won"`
+2. Add closing note: `pipedrive_create_note`
+
+### Close Lost
+1. Update deal: `pipedrive_update_deal` with `status: "lost"` and `lost_reason`
+
+## Custom Fields
+
+If you have custom fields in Pipedrive, document them here:
+- Field X: Used for...
+- Field Y: Used for...
+
+## Tips
+
+- Always search before creating to avoid duplicates
+- Link deals to both person AND organization when possible
+- Use notes liberally to document conversations

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "clawdbot-pipedrive",
-  "version": "1.0.0",
+  "version": "1.0.1",
   "type": "module",
   "description": "Pipedrive CRM integration for Clawdbot",
   "author": "graileanu",
@@ -10,7 +10,9 @@
     "url": "https://github.com/graileanu/clawdbot-pipedrive"
   },
   "clawdbot": {
-    "extensions": ["./index.ts"]
+    "extensions": [
+      "./index.ts"
+    ]
   },
   "dependencies": {
     "@sinclair/typebox": "0.34.47"