# Pipedrive Personalized Direct Mail Engine: AI-Designed Greeting Cards to Any CRM Segment > 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. Content type: workflow Source URL: https://www.agentpmt.com/agent-workflow-skills/pipedrive-personalized-direct-mail-engine-ai-designed-greeting-cards-to-any-crm-segment Markdown URL: https://www.agentpmt.com/api/agent/workflows/pipedrive-personalized-direct-mail-engine-ai-designed-greeting-cards-to-any-crm-segment?format=agent-md Updated: 2026-06-10T02:47:20.852Z Author: firef1ie --- Estimated time saved: 90 minutes. ## Tools - Pipedrive - Image Generation Agent - Send a Custom Greeting Card - Gmail ## Workflow Outline 1. 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, t... 2. Pull Segment Contacts: List the contacts in the chosen segment (apply the filter_id / stage / criteria from the previous step; if the segment is defined by deals, list those deals and resolve their prim... 3. Resolve Addresses & Personalization: For EACH contact: confirm a usable US mailing address (prefer the linked organization's address, else the person's address fields), and list_notes for a couple of personalization... 4. Write Messages & Design the Cover Concept: Goal: Craft a personalized message per contact and a campaign card-cover concept. | Inputs: Segment + theme from step 1; per-contact details and personalization hooks from the enrichment step (person_id, name, organizat... 5. Generate Card Cover Art: Generate the campaign card-cover image(s) from cover_image_prompt at 1k, aspect_ratio 4:3. Produce the 1-3 variants from the plan. Return each image's file_id and signed url for u... 6. Approve Mailer Campaign: Send a other request to a human. Review the campaign before it mails: the generated cover design(s), a few sample personalized messages, the recipient count, and estimated... 7. Mail Personalized Cards: For EACH approved recipient with address_found true: send a custom folded card using the chosen generated cover (front_cover_image_url or front_cover_image_file_id) and that recip... 8. Log Card Sends: For EACH recipient mailed: create_note on their person record noting the campaign theme and that a personalized card was mailed, with the date. 9. Email Campaign Summary: Email a campaign summary to the requester. Subject 'Personalized Mail Campaign - sent'. body_text lists the segment, theme, number of cards mailed, recipients skipped for missing... ## 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: ``` 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: ``` { "mcpServers": { "agentpmt": { "type": "streamable-http", "url": "https://api.agentpmt.com/mcp", "headers": { "Authorization": "Bearer ", "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}" } } } } ``` [View MCP Connection Instructions](/docs/mcp-reference/connection) 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. > 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").