Testing Automated Enrichment Sequences in Pipedrive CRM

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Hey, I am on a free trial and I want to test automated enrichement sequences based on events my SDRs are triggering in our CRM pipedrive. How can I test this?

2 comments

Bo (.
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Hey! Here’s how you can set up and test automated enrichment sequences based on events from Pipedrive during your free trial: 1. Send Data to Clay: Use a webhook to automatically send data from Pipedrive to Clay when your SDRs trigger events. Check out this guide to get started: Intro to Webhooks and Inbound Lead Sources. 2. Set Up Enrichment in Clay: Configure your table with enrichment workflows: • For companies: Enrich Companies. • For people: Enrich People. 3. Send Data Back to Pipedrive: After enrichment, use the Pipedrive integration to update records directly in your CRM. Let us know if you need help with any step!
Channeled
APP
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