How to connect Pipedrive to Claude with Tugger
How to connect Pipedrive to Claude with Tugger, step by step: add the Pipedrive connector, approve access in Pipedrive, connect Tugger MCP to Claude, then build a sales pipeline dashboard from one natural language prompt. Full written guide: https://tuggerapp.com/Blogs/Blog/pipedrive-to-claude Tugger syncs your Pipedrive deals, activities, contacts, organisations, products and more into a database that's yours. Tugger MCP lets Claude query it, and the same data can feed your Power BI reports. TRY THE PROMPT (copy and paste into Claude with Tugger MCP connected, and change the connector name and currency to suit): Using my "Pipedrive" connector in Tugger, build me a sales pipeline dashboard. Across the top, show the value of won deals, the value of the open pipeline, the win rate (won out of won plus lost, by number of deals) and how many open deals are past their expected close date. Then add: - a chart of win rate by deal size, in three bands: under 25k, 25k to 100k, and 100k and over - a chart of the open pipeline by expected close month, with the overdue deals shown separately - a small table of the figures under each chart Only count deals in GBP with a value above zero, and don't show company or contact names. Show amounts in pounds. Then try this follow-up: Add a chart of lost deal value by lost reason. SETUP GUIDES Pipedrive connector setup guide: https://docs.tuggerapp.com/docs/pipedrive-connector-setup-guide Connecting Tugger to Claude: https://docs.tuggerapp.com/docs/connecting-tugger-to-claude What is an MCP server? https://tuggerapp.com/Blogs/Blog/What-Is-an-MCP-Server CHAPTERS 0:00 Intro 0:17 The end result 0:28 How it fits together 0:46 1. Add Pipedrive to Tugger 1:05 Authorise access in Pipedrive 1:28 The first sync 1:48 2. Connect Tugger to Claude 2:12 Always allow 2:22 3. Build a dashboard 2:44 What came back 3:11 Tweak it 3:23 What the tweak shows 3:42 Already using Power BI? 3:55 Try it on your own data Start a free 10-day trial: https://tuggerapp.com/signup Tugger is UK-based and ISO 27001:2022 certified. Figures in this video come from a Pipedrive demo account.
