Enhancing Pipedrive: Pulling Data with Org and Person Filters

Daniel B. · 2024-12-19 08:48:07.561688+00

Pipedrive (and perhaps any CRM) >> Ability to pull IN data from an Org filter or a Person filter. And refresh daily without duping as a perfect world. Value = we have tonnes of filters for (top-of-head examples): • does not have an email address • missing linkedin URL • blank country and so on... the ability to fill in these gaps using Clay - the most practical way to do it is using filters in my experience (doing loads of API/Python stuff to this effect).

Enhancing Pipedrive: Pulling Data with Org and Person Filters | Clay

13 comments

· Sorted by Oldest

Daniel B.
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Just noticed that you do have this for Salesforce...
Daniela D.
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Hey Daniel! Thanks for this! We're always looking to make the product better and this feedback is super helpful for us. We're going to pass this over to our product team so they can better evaluate things and see if/where this might fit into the roadmap as a future improvement. Salesforce: Yes, it is possible to create a source for Salesforce to import records and have that sync daily. Here's a quick resource for this: - https://www.clay.com/university/guide/salesforce-integration-overview - https://www.clay.com/university/lesson/import-from-crm-crm-enrichment The workaround for Pipedrive would be importing records via webhook. Here's a quick guide for setting up webhook imports. Let me know if you have any questions!
Amit S.
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I have published a Clay template for Pipedrive.
Daniel B.
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Amit S. sounds good - is it something I can access and try?
Amit S.
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Yes. You will find it in the Clay template library.
Amit S.
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Here’s a note about this template.
1
Daniel B.
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this is all I see for Pipedrive. is there a way to create webhooks in for filters in Pipedrive? we specifically want to get filters (org or people) from Pipedrive >>> Clay. not everything or new only - specific filters.
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Amit S.
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Add a basic we hook and add the filter conditions in Clay.
Daniel B.
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so do like a change webhook in Pipedrive - then in Clay how do I filter what is allowed in?
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Daniela D.
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Thanks for sharing Amit! Hey Daniel! Sharing some resources below for this action: - Set up the webhook in Pipedrive. You can set this to trigger based on a specific event. Ex: If a new contact is imported. Here's a quick guide https://pipedrive.readme.io/docs/guide-for-webhooks - The webhook url can be generated in Clay and used for your set up in Pipedrive. Sharing a quick guide below to set up a table to send data to: 1. https://docs.clay.com/en/articles/9730014-import-data-to-clay-using-webhooks 2. https://www.clay.com/university/lesson/intro-to-typeforms-webhooks-and-inbound-lead-sources-automated-inbound Here's a link to Amit's template: https://www.clay.com/templates/enrich-pipedrive-person-organization Let me know if you have any questions!
Daniel B.
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Many thanks, I'll give this a try after Xmas
Channeled
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Hi Daniel B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

Daniel B.
·
·
Just noticed that you do have this for Salesforce...
Daniela D.
·
·
Hey Daniel! Thanks for this! We're always looking to make the product better and this feedback is super helpful for us. We're going to pass this over to our product team so they can better evaluate things and see if/where this might fit into the roadmap as a future improvement. Salesforce: Yes, it is possible to create a source for Salesforce to import records and have that sync daily. Here's a quick resource for this: - https://www.clay.com/university/guide/salesforce-integration-overview - https://www.clay.com/university/lesson/import-from-crm-crm-enrichment The workaround for Pipedrive would be importing records via webhook. Here's a quick guide for setting up webhook imports. Let me know if you have any questions!
Amit S.
·
·
I have published a Clay template for Pipedrive.
Daniel B.
·
·
Amit S. sounds good - is it something I can access and try?
Amit S.
·
·
Yes. You will find it in the Clay template library.
Amit S.
·
·
Here’s a note about this template.
1
Daniel B.
·
·
this is all I see for Pipedrive. is there a way to create webhooks in for filters in Pipedrive? we specifically want to get filters (org or people) from Pipedrive >>> Clay. not everything or new only - specific filters.
Loading attachments
Amit S.
·
·
Add a basic we hook and add the filter conditions in Clay.
Daniel B.
·
·
so do like a change webhook in Pipedrive - then in Clay how do I filter what is allowed in?
Loading attachments
Daniela D.
·
·
Thanks for sharing Amit! Hey Daniel! Sharing some resources below for this action: - Set up the webhook in Pipedrive. You can set this to trigger based on a specific event. Ex: If a new contact is imported. Here's a quick guide https://pipedrive.readme.io/docs/guide-for-webhooks - The webhook url can be generated in Clay and used for your set up in Pipedrive. Sharing a quick guide below to set up a table to send data to: 1. https://docs.clay.com/en/articles/9730014-import-data-to-clay-using-webhooks 2. https://www.clay.com/university/lesson/intro-to-typeforms-webhooks-and-inbound-lead-sources-automated-inbound Here's a link to Amit's template: https://www.clay.com/templates/enrich-pipedrive-person-organization Let me know if you have any questions!
Daniel B.
·
·
Many thanks, I'll give this a try after Xmas
Channeled
APP
·
·
Hi Daniel B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.