PERPLEXITY CONNECTOR SETUP
Bring Pipedrive into Perplexity research
Connect Adzviser as a custom source, confirm access, and use your account data alongside Perplexity's web research.
Connect Pipedrive to Adzviser
In Adzviser, sign in to Pipedrive and allow Adzviser to read its reporting data.
Add a custom connector
Add Adzviser as a custom remote connector in Perplexity, enter its MCP server address, and complete authorization before starting your research.
https://mcp.adzviser.com/httpSelect Adzviser as a source
Start a Perplexity conversation, include Adzviser among the sources, and ask a focused Pipedrive question with a clear date range.
RESULTS AND MARKET CONTEXT
Add current market context to your Pipedrive analysis
Start with your Pipedrive results, then use Perplexity to research relevant market trends and cite the web sources it uses.
Review your Pipedrive performance
Choose the account, date range, and metrics, then identify the changes that need explanation.
See a related Pipedrive promptResearch relevant market trends
Ask Perplexity to find recent developments that may be related and cite every web source.
See a related Pipedrive promptShow what supports each conclusion
Make clear what comes from your Pipedrive results, what comes from web research, and what still needs to be verified.
See a related Pipedrive promptEXAMPLE PERPLEXITY PROMPT
Find out what changed in your Pipedrive results
Use Perplexity to compare recent performance with the previous period, then research current developments that may help explain the biggest changes.
Compare recent results with the previous period and call out the largest changes.
First show my connected Pipedrive accounts and ask me which one to use. Then complete 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? After analyzing my Pipedrive results, research relevant current market trends or events that may help explain them. Cite every web source. Clearly label what comes from my Pipedrive data, what comes from web research, and which explanations still need to be verified.
