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Creating Person Lookup Enrichment in Pipedrive on Explorer Plan
Can I create a person "lookup" enrichment for Pipedrive on the explorer plan? How anybody be able to help with that?
The Pipedrive person lookup action is not available on the Explorer plan. This integration, along with other CRM integrations, is only accessible on our Pro usage plans and higher. The Lookup Person with Pipedrive action allows you to search for existing contacts in your Pipedrive CRM using various criteria like name, email, or phone number, but requires a Pro+ subscription. If you'd like to test this feature, you can try it during our free trial period, which gives you access to both Explorer and Pro-tier features.
Can I set up a enrichment "HTTP API" do lookup records in pipedrive?
Yes, you can use the HTTP API enrichment column to programmatically interact with Pipedrive's API. This method is available on the Explorer plan and higher. To look up person records, you'll need to use Pipedrive's Persons API. The key search parameters you can use include: ** Name ** Email ** Phone number ** Custom fields However, please note that while the HTTP API method is available on Explorer plan, the native Pipedrive integration and lookup actions are only available on Pro+ plans. For guidance on implementing the HTTP API enrichment, you can check out these resources: ** HTTP API with Clay ** Quick video on how HTTP API works * Troubleshooting example