Seeking Support for Integrating Clay with Pipedrive

Hey All, i am looking for some support with Clay to pipedrive. Has anyone had any experience?

· Sorted by Oldest

Muhammad S.
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yeah, what help do you need?
Jack
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Because you can't link a person and an org together from Play to Pipedrive, i am adding a person from Clay to Pipedrive, but i then set up an automation for when a person is added, a lead is created. However, the lead name has been populated by the job title in Clay. I am kinda trying to find out how other people have linked Clay to pipedrive, so it's actually tracked leads/deals
Jack
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and unless i put the company name name field the run doesnt work.
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Muhammad S.
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how about creating a lead first and then attaching a person to it later?
Jack
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if i want to do this in bulk wouldnt that be super manual ?
Muhammad S.
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you can create a lead directly from clay?
Jack
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no only person or org
Muhammad S.
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an http request should solve your problem: https://developers.pipedrive.com/docs/api/v1/Leads
Jack
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Sorry what do you mean
Muhammad S.
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clay does not have native integration to add leads but you can create an http request to pipedrive to create leads automatically via api
Jack
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Ok That is something i have never done before..... any advice or would you be able to support the setup?
Muhammad S.
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Yes, huddle me when you are available and i will hop on. Jack
Jack
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Give me 10 Minutes, Thank you
Touhid S.
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Jack Let's chat

Muhammad S.
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·
yeah, what help do you need?
Jack
·
·
Because you can't link a person and an org together from Play to Pipedrive, i am adding a person from Clay to Pipedrive, but i then set up an automation for when a person is added, a lead is created. However, the lead name has been populated by the job title in Clay. I am kinda trying to find out how other people have linked Clay to pipedrive, so it's actually tracked leads/deals
Jack
·
·
and unless i put the company name name field the run doesnt work.
Loading attachments
Muhammad S.
·
·
how about creating a lead first and then attaching a person to it later?
Jack
·
·
if i want to do this in bulk wouldnt that be super manual ?
Muhammad S.
·
·
you can create a lead directly from clay?
Jack
·
·
no only person or org
Muhammad S.
·
·
an http request should solve your problem: https://developers.pipedrive.com/docs/api/v1/Leads
Jack
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·
Sorry what do you mean
Muhammad S.
·
·
clay does not have native integration to add leads but you can create an http request to pipedrive to create leads automatically via api
Jack
·
·
Ok That is something i have never done before..... any advice or would you be able to support the setup?
Muhammad S.
·
·
Yes, huddle me when you are available and i will hop on. Jack
Jack
·
·
Give me 10 Minutes, Thank you
Touhid S.
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·
Jack Let's chat