r/pipedrive

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."

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.

Right now, when a lead comes in through our website form, it lands in pipedrive with just a name, email, and company size. Our sales reps waste a ton of time digging through LinkedIn to find the lead's actual job title, tech stack, and location before they make the first call.

I want to automate this enrichment step the second a deal is created. I’m looking at native marketplace apps, but I'm also considering general workflow tools like wrk to pull data from external APIs and push it directly into custom fields. What is your favorite setup for real-time lead enrichment that doesn't clutter up the UI or break your budget?

Hi everyone,

I recently put together a Pipedrive Best Practices PDF for small businesses that want to get more value from their CRM.

It covers common issues like messy pipelines, inconsistent follow-up, poor deal stage design, weak reporting, and low CRM adoption. I can add the link in comments if anyone is interested.

I’m also looking for one small business that uses Pipedrive and would be open to a free CRM health check. I’ll review your current setup, and spend one week helping you identify practical improvements.

This would be free. In return, I’d ask for honest feedback on the process and, if the project goes well, permission to write a short success story.

This may be a good fit if:

• You use Pipedrive but feel like it is not fully working for your team
• Your sales process has grown but your CRM setup has not kept up
• Follow-ups, reporting, or lead tracking feel inconsistent
• You want cleaner pipelines, better visibility, or more useful dashboards

If interested, comment or message me with how you currently use Pipedrive and what you wish worked better.

I’m trying to solve a problem I keep running into.

After sales calls, I have notes everywhere: call transcripts, quick bullets, CRM fields, follow-up emails, random context about objections, stakeholders, next steps, and what was actually said.

The problem is that when I return to the deal a week or two later, I still have to reconstruct the whole story manually with the team

I’m curious how you all handle this.

Do you have a system for remembering deal context across multiple calls?

What do you use today, CRM notes, Gong/Fireflies, Notion, Google Docs, Apple Notes, something else?