u/Firefly_Consulting

I’ve tried ChatGPT and Claude. ChatGPT just sent me in an endless loop of authentication when I tried to set it up. I’ll have to investigate that later.

Claude worked surprisingly well. I posted on LinkedIn about this: https://www.linkedin.com/posts/johnstewartfireflyconsultinginternational\_initial-assessment-of-pipedrive-mcp-with-ugcPost-7478333871881637888-JBgG/?utm\_source=share&utm\_medium=member\_ios&rcm=ACoAAAAi1ywB6UX4qeFcUq3J9gMv7djAjQIe35w

It seems fairly stable if you’re only adding or updating deals, contacts, organizations or activities. It is minorly convenient for sales people, and really convenient for sales managers in CRM administrators that need to query the entire pipeline to see who is in violation of the sales process or how many deals need attention based on whether or not they have a scheduled next activity.

One of the biggest, most unsung gains is its ability to calculate conversion rates between pipelines. Not even Pipedrive’s own native reporting can do that; it gives closing rates and stage conversion rates within a pipeline, but I set up a separate pipeline as a marketing funnel for a lot of of my clients, and Pipedrive reporting cannot tell me the conversion rate between the marketing funnel pipeline and the actual sales pipeline. Claude can.

There are plenty of limitations right now, for example, you can type and use dictation to prompt Claude and to query things in the Sales pipeline, but you can’t use voice because it is very badly broken. Try it and see what happens. It also isn’t able to add or update projects yet but I fully expect them to roll that out soon.

Hubspot wants to monetize 'enrichment' feature by selling data you have collected to other companies. A massive red flag for me. I know enrichment tools get their base from somewhere, but the audacity... It is a no go for me, and we are moving elsewhere. Your thoughts?

"As we continue to improve our product and services, we’re making updates to our enrichment features and the choices you can make about your data. You are receiving this email because you have used HubSpot’s enrichment features.

On August 4, 2026, HubSpot is expanding its data discovery and intelligence features to bring more robust and reliable data to our customers. To power these tools, enrichment data such as business contact details, employer information, and email deliverability signals, may be shared with other customers."