AgentPMT

Pipedrive Personalized Direct Mail Engine: AI-Designed Greeting Cards to Any CRM Segment

Saves ~1 hr 30 min

Details

Turn any Pipedrive segment into a personalized direct-mail campaign in minutes. Point this AI workflow at a Pipedrive filter — a pipeline stage, a customer tier, a sales territory, or won deals this quarter — and it writes a unique, on-brand message for every contact from their real deal history and notes, designs a custom greeting-card cover with AI image generation, and mails a premium printed, folded card to each recipient's address with USPS tracking. Every send is logged back onto the contact record for a complete touch history. Perfect for holiday card campaigns, customer appreciation mailers, account-based marketing, thank-you and welcome cards, re-engagement direct mail, and personalized print outreach at scale — the high-response offline channel Pipedrive has no native way to run.

Tools In This Workflow

Workflow Steps

  1. 1Identify Target Segment & Theme
  2. 2Pull Segment Contacts
  3. 3Resolve Addresses & Personalization
  4. 4Write Messages & Design the Cover Concept
  5. 5Generate Card Cover Art
  6. 6Approve Mailer Campaign
  7. 7Mail Personalized Cards
  8. 8Log Card Sends
  9. 9Email Campaign Summary
Step 1 of 9
Prompt1

Identify Target Segment & Theme

From the user's request, identify the target Pipedrive segment to mail (a saved filter_id, a pipeline + stage, a customer tier, a territory, or 'won deals this quarter') and the campaign occasion/theme (e.g., holiday, thank-you, customer appreciation, re-engagement). Restate the segment definition and theme clearly for the downstream steps.

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 6a286b078773e153162b82f1 ("Pipedrive Personalized Direct Mail Engine: AI-Designed Greeting Cards to Any CRM Segment").

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