What a Pipedrive MCP Integration with Claude Could Mean for Sales Teams
How connecting Pipedrive with Claude through MCP can make CRM data easier to query, summarise and act on.
18 June 2026
Blog
The latest in Pipedrive, marketing, automation and AI
Field notes from CRM, automation, AI and marketing automation projects.
From Weekly Spreadsheet to Instant Report — Automating a Pipedrive Activity Report
How we replaced a fragile Friday afternoon spreadsheet routine with a hosted web app that pulls live data from Pipedrive and emails the report automatically every week.
13 June 2026
Why Pipedrive lead assignment is broken for most sales teams — and how to fix it
Most lead routing tools increment a counter and call it done. LeadRouter reads your live Pipedrive data — performance, history, and team — and routes accordingly.
8 June 2026
How to know when your Pipedrive setup needs rebuilding
Six signals that your Pipedrive is overdue a rebuild — and the diagnostic questions that tell you whether to refactor or restart.
12 February 2025
The Zapier automations every sales team should consider
Seven Zapier workflows that pay back fast in B2B sales — lead routing, follow-up, hygiene and the integrations that hold the stack together.
20 January 2025
CRM migration checklist for growing teams
A pragmatic checklist for migrating CRMs — what to bring, what to leave behind, and how to keep reporting and automations alive through the cutover.
8 December 2024
Where AI can improve CRM and sales operations
Where AI pays back inside a sales operation — transcription, scoring, narrow agents, and content generation tied to the CRM.
4 November 2024
Using Pipedrive for Sales and Marketing Automation
Five Pipedrive automation patterns that pay back fast — follow-up to lost leads, automated meeting scheduling, marketing suppression, data capture and lead scoring.
12 April 2023
Pipedrive Workflow Automation — A Complete Guide
A complete guide to Pipedrive workflow automation — what it does, when to use it, example workflows and how to roll your own without breaking things.
8 February 2023
What are the Best Tools to Integrate with Pipedrive?
Five Pipedrive integrations that consistently pay back — Outfunnel, JustCall, DocuSign, Dux Soup and Zapier — with real examples of what they unlock.
18 January 2023
Is Pipedrive a good choice of CRM for your business?
Why Pipedrive works so well as a sales-focused CRM — the features that matter, integrations that compound, and when it's the right choice for your business.
9 December 2022
Pipedrive vs HubSpot — Which CRM is best for your business?
An honest Pipedrive vs HubSpot comparison from sales operators — advantages, downsides and pricing of each, and which is the right fit for your business.
15 November 2022
How to set Sales and Activity Targets in Pipedrive
Step-by-step guide to setting sales and activity goals in Pipedrive — deal-based, activity-based and forecast-based, plus how to roll them up across user, team and company.
4 October 2022
Choosing Pipedrive Consultants
How to choose a Pipedrive consultant — what to look for, the questions to ask, and how a good consultant blends sales strategy with CRM implementation.
12 September 2022
A guide to CRM requirements gathering
How to identify your CRM requirements before evaluating vendors — the questions to ask, the functions to consider, and how to avoid buying the wrong system.
4 August 2022
Which CRM system is right for you? A simple guide
A pragmatic guide to choosing the right CRM — what to consider, how to compare options, and why Pipedrive works so well for SMEs.
22 July 2022
5 Common Pipedrive Mistakes
Five common Pipedrive setup mistakes we see at our consulting practice — from missing integrations to free-form lost reasons — and how to avoid them.
10 June 2022
How to populate Pipedrive with Leads
Four ways to automatically populate Pipedrive with leads — built-in webforms, form plugin integrations, Zapier and Outfunnel — and when to use each.
20 May 2022
Digital Marketing Best Practice
Mobile marketing best practices — how to write concise content, optimise for local search, leverage location-based services, and use geo-targeting effectively.
18 March 2021
How To Promote Your App On A Budget
Practical, low-budget tactics to promote a mobile app — using what you already have, targeting the right audience, leveraging existing customers and smart advertising.
9 November 2020
The Latest Digital Marketing Trends
Six digital marketing trends shaping how brands reach customers — messengers, native ads, page speed, AI and AR, live streaming, and the Internet of Things.
2 October 2020
4 Of The Best Mobile Design Trends
Four mobile app design trends shaping modern UI — minimalism, overlapping effects, custom illustrations and mixing trends — and how to apply them well.
22 February 2019
How Facebook's Updated Newsfeed Affects Business
Facebook's News Feed shift toward 'meaningful interactions' changed how businesses reach customers — what it means for marketers and why direct channels matter.
15 March 2018