Pipedrive

Connect Claude directly to your CRM to securely search customer information, update records and complete everyday sales tasks without switching between applications. The official Pipedrive connector gives Claude access to your live CRM data while respecting your existing user permissions.

Key features:

- Find deals, contacts, organisations, activities and customer information instantly

- Create and update CRM records using natural language

- Keep deals, contacts and organisations up to date

- Review pipeline progress, recent activities and customer interactions

- Add notes and schedule follow up activities

Example prompts:

- Show me all open deals over €10,000 that haven't been updated in the last two weeks

- Create a follow up activity for next Monday and add today's meeting notes to the deal

- Find all contacts at Acme and show me our recent interactions

- Move the Acme deal to the Proposal Sent stage and schedule a follow up for Friday

- Create a new contact for Sarah Lee at TechCorp and link it to the existing organisation

Why use the official connector?

- Built and maintained by Pipedrive

- Secure OAuth authentication

- Works with live CRM data

- Respects your existing permissions

- No coding or custom integrations required

- Available on all paid Pipedrive plans