Hey All, I am looking to push data from Clay to Pipedrive, I can see the enrichment for "creating person" or creating organisation, but I can't see anywhere if I can create a deal... Can anyone advise?
Ok, that makes sense thank you
Clay’s Pipedrive integration supports creating people and organizations, but deals aren’t available yet as a direct enrichment. The workaround is to push people/orgs first, then trigger deal creation via Pipedrive’s API or Zapier/Make. I can help you set up that flow if you’d like.
Clay Pipedrive integration only creates people/orgs. To create deals use the Pipedrive API step with your API token and call the deals endpoint.
Jack Hey Jack I don't know if it helps but recently had a client project who used Pipedrive and I was seriously unimpressed. HS sync with Clay is much better including the bidirectional app the guys at Sculpted built. Also custom field limitations in Clay to PD while HSP is rich. If you can turn and burn easily, I would...
I appreciate the feedback. We are currently with Pipedrive, unfortunately.
