Worlds / Sales and crm / Pipedrive
Pipedrive world
A local Pipedrive with deals, pipelines, stages, persons, organizations and activities. Test the agent that moves deals, schedules activities and marks deals won or lost with a reason.
DealsStagesActivitiesPersonsLost Reasons
Contact Made 2
#211Moss & Co
#212Park Dental
Demo Scheduled 1
#213Kim Park LLC
Proposal Made 2
#214Ortiz Labs
#215Lee Holdings
Lost 0
fig. 1 · illustrative replica · the agent's changes land as you scroll
What's in this world
What you get when you open Pipedrive. Seeded, local, yours to break.
Seeded records
- deals
- 30 open, won and lost in two pipelines
- persons
- 50 linked to 15 organizations
- activities
- 40 calls, meetings and tasks, some overdue
- stages
- Qualified, Contact Made, Demo Scheduled, Proposal Made, Negotiations Started
- lost reasons
- Price, Timing, Went with competitor, No budget
Agent jobs you can test
- Move a deal to the next stage after a call
- Schedule the follow up activity on the deal
- Mark a deal lost with the right lost reason
What your agent can get wrong here
The reply sounds right. The record is what counts.
ActionWhat the world recordsCommon mistake
Mark a deal lost
status lost and lost_reasonMarks a deal lost when the buyer only asked for more timeMove a stage
stage_id and the next activityMoves the deal with no follow up activity scheduledSchedule an activity
activity due_date and person_idBooks the call on the wrong person in the organizationMark a deal won
status won and valueWins the deal at list value instead of the agreed valueExample test
Describe the job. Review the checks before anything runs.
Update deals from today's call notes. Moss & Co agreed to a demo. Lee Holdings is lost on Timing. Ortiz Labs asked for two weeks, keep it open and schedule a call. Every open deal needs a next activity.
- 01Deal #211 in Demo Scheduled with a demo activity
- 02Deal #215 lost with lost_reason Timing
- 03Deal #214 still open in Proposal Made
- 04Deal #214 has a call activity in two weeks
- 05No open deal without a next activity
fig. 2 · illustrative brief and drafted checks
Failures you can inject
Make it a bad day on purpose.
effect
429 once the token budget for the window is spentfires before the handler · state untouched · same result every runEvidence
StatusIncluded in the closed beta, like every world in the catalog. Apply and tell us the workflow you want to test.Known limitations