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Ask Popl - Claude Setup

Connect Ask Popl to Claude to analyze event leads, create ROI reports, enrich contacts, prospect attendees, and answer questions about your event data using natural language.

Overview

Required subscription: The Popl Claude Connector is currently available to customers (both admins and members) on an Event Lead Capture (ELC) plan. If you are not on an ELC plan and would like access, please request a demo here.

Popl enrichment credit usage: Each contact enriched through the Popl Claude Connector will use 0.25 Popl credits.

Ask Popl is a native Claude Connector that allows Claude to securely access data from your Popl account.

Once connected, Ask Popl can help you:

  • Analyze event performance

  • Measure ROI and pipeline impact

  • Analyze & prioritize captured leads

  • Prospect contacts before an event

  • Compare campaigns and events

  • Enrich people and companies

  • See all Ask Popl use cases here:
    https://popl.co/pages/ai-prompt-library

You can ask questions in Claude and receive answers based on your Popl data and connected CRM data.


Connect the Ask Popl Claude Connector


Step 1: Install the Connector

Open the Popl Claude Connector installation link.

This will open Claude’s Connector setup page and allow you to add Popl with a single click.

If you'd prefer to input it manually, our MCP URL is: https://mcp.popl.co/mcp

Step 2: Add the Connector

When the Add custom connector window appears, click Add.

Note: If your organization uses a Claude Team account and your administrator has already installed the Popl Connector, you may already see Popl listed in the left Connectors menu.

Step 3: Connect Your Popl Account

After installation:

1. Select Popl from the Connectors menu in Claude.

2. Click the Connect button.

3. Sign in using your Popl email address and password.


4. Click Allow to grant Claude access to your Popl data.

This ensures Claude can access the data associated with your specific Popl account.

Step 4: Review Available Tools

Once connected, Claude will display the tools available through the Popl Connector.

You can review and adjust tool permissions if needed. We recommend just leaving the default settings in place.

🎉 Congrats, you’re now ready to start using Ask Popl in Claude.


What Data Can Claude Access?

Once Ask Popl is connected, Claude can access:

Your Popl Data:

  • Events

  • Campaigns

  • Leads

  • Notes

  • Qualifying questions

Your CRM Data:

  • Leads

  • Contacts

  • Opportunities

  • Accounts

  • Campaigns

Enrichment & Prospecting Data

  • Contact enrichment

  • Company enrichment

  • Prospecting by company, title, seniority, and region


Example Use Cases

After connecting to Popl, try asking Claude questions such as:

ROI & Reporting

  • "Use Popl to create an ROI report for {EVENT NAME}"

  • "Use Popl to tell me which events generated the most closed-won revenue this year?"

  • "Use Popl to create an ROI report for our events in {QUARTER}"


Lead Analysis

  • "Use Popl to show me leads from last week’s event that have not been followed up with."

  • "Use Popl to tell me which leads from {EVENT NAME} we should prioritize"


Prospecting

  • "Use Popl to find VP-level marketing contacts from exhibitors at {EVENT NAME}."

  • "Use Popl to find event managers from the companies on this exhibitor list."


Data Enrichment

  • "Use Popl to enrich Jane Smith at Acme."

  • "Use Popl to enrich this LinkedIn profile."

See full list of Ask Popl use cases here:
https://popl.co/pages/ai-prompt-library


Frequently Asked Questions

Question

Answer

Who can use Ask Popl?

Ask Popl is currently available to any user (admin or member) who is on a team Event Lead Capture (ELC) plan.

Do I need a connected CRM?

No. However, connecting your CRM unlocks additional reporting capabilities, including ROI analysis, pipeline reporting, and revenue attribution.

Can Claude access data from other Popl accounts?

No. Claude can only access data associated with the Popl account that was authenticated during the connector setup.

Can I change connector permissions?

Yes. You can review and modify available tool permissions at any time after connecting the Popl Claude Connector.

Where can I learn more about how the connector works?

Review the example use cases in this article to see common workflows and use cases. For more in-depth use cases, visit our AI prompt library.

Does Ask Popl use our Popl enrichment credits?

For certain tasks, yes. Each contact enriched through the Popl Claude Connector will use 0.25 Popl credits.


💡 Tip

Need more help? Get support from our team

Chat with us or email us at [email protected]

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