CONNECTOR SETUP
Start using Pipedrive in Claude
Connect Pipedrive to Adzviser, add Adzviser to Claude, and start asking questions about your data.
Connect Pipedrive to Adzviser
In Adzviser, sign in to Pipedrive and allow Adzviser to read its reporting data.
Add Adzviser to Claude
Open Adzviser in Claude's connector directory, select Connect, and sign in to your Adzviser account when asked.
Open Adzviser in Claude ↗Ask your first Pipedrive question
Ask Claude to list your Adzviser workspaces and show the company connected to each. Choose a workspace, pick a date range, and ask what you want to know.
CHOOSE THE RIGHT CLAUDE CONNECTOR
Pipedrive in Claude: Pipedrive's official MCP connector for Claude vs. Adzviser's read-only reporting connector
This side-by-side comparison covers Pipedrive's official MCP connector for Claude and Adzviser's read-only Pipedrive reporting connector in Claude. Pipedrive's custom Claude connection is for working directly with CRM records under each user's Pipedrive permissions. Adzviser is the read-only reporting route for connecting pipeline and revenue to marketing performance.
Pipedrive's official MCP connector for Claude
Connect Pipedrive directly to Claude
Add Pipedrive as a custom Claude connector with Pipedrive's MCP address, then authorize your company.
Find and work with supported Pipedrive deals, contacts, activities, and CRM records.
Available actions follow the connected user's Pipedrive permissions.
Pipedrive CRM data and actions.
Best for: Pipedrive teams that want Claude to work directly with CRM records.
Read Pipedrive's Claude setup guideAdzviser's read-only Pipedrive reporting connector
Analyze Pipedrive with your other marketing data in Claude
Connect Pipedrive in Adzviser, then add Adzviser in Claude.
Ask Claude about deals, activities, pipeline and revenue. Choose the connected account and date range when prompted, then continue with follow-up questions.
Read-only reporting; Claude cannot change anything in Pipedrive through Adzviser.
Ask Claude to analyze Pipedrive alongside connected advertising, analytics, commerce, email, and CRM sources.
Best for: marketers and agencies that want read-only Pipedrive reporting beside other marketing and revenue data in Claude.
Open Adzviser in ClaudeCOPY-AND-PASTE PROMPT
Try a complete Pipedrive analysis in Claude
Choose the right connected account, run a useful analysis, and get the supporting numbers and next steps in one response.
Compare recent results with the previous period and call out the largest changes.
First, show the company connected for Pipedrive in each Adzviser workspace. Ask me which one I want to analyze. Then run this analysis: Analyze Pipedrive revenue trends from the workspace I choose for the last 30 complete days. Show: Weekly/Monthly Revenue, Deal Count, Average Deal Size, and Win Rate. Is revenue growing? Are there seasonal patterns? What's driving trends? Start with the main takeaway, show the supporting numbers in a table, and suggest three next steps. If part of the answer is uncertain, say what information is missing.
ANALYSIS PLAN
Shape a Pipedrive decision brief for Claude
Give Claude a clear scope, ask it to show its evidence, and finish with practical next steps for your team to review.
Start with the numbers
Get a weekly snapshot of your pipeline. Ask for the underlying figures and a clearly named comparison period.
See the “Weekly Pipeline Summary” promptSeparate facts from explanations
Compare recent results with the previous period and call out the largest changes. Ask Claude to label possible causes as explanations to investigate, not facts.
See the “Revenue Trend Analysis” promptTurn the findings into next steps
Speed up your sales cycle. Request a short list of actions to consider, the evidence for each, and what to measure next.
See the “Pipeline Velocity Optimization” prompt
