Integrating Pipedrive with Clay: Step-by-Step Guide | Clay

Integrating Pipedrive with Clay: Step-by-Step Guide

Hi Team! I wanted to ask if it's possible to integrate Pipedrive with Clay. Specifically, I'm looking to import data such as Company Name, Full Name, Email Address, LinkedIn URL, and Website from Pipedrive into Clay. If this integration is possible, could you please provide step-by-step instructions or direct me to the relevant documentation?

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Yes, we can integrate Pipedrive with Clay. Here's how to connect and use the integration: 1. Connect Pipedrive to Clay: • Go to Settings > Connections in your Clay dashboard • Click "Add Connection" and select Pipedrive • Sign in to your Pipedrive account when prompted 2. Use Pipedrive actions in Clay: • You can lookup, create, and update people and organizations • For importing data, use the "Lookup" actions to find existing records • Use "Create" actions to add new records if they don't exist 3. Map your data: • In your Clay table, map the columns to the corresponding Pipedrive fields • Fields like Company Name, Full Name, Email Address, LinkedIn URL, and Website can be mapped to the appropriate Pipedrive fields For detailed instructions, check our Pipedrive integration documentation in Clay University. If you need more help, please ask for human assistance.
Sources: Pipedrive integration overview | Documentation | Clay University Pipedrive x Clay integration | Clay.com Pipedrive integration overview | Documentation | Clay University
K. M.
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i'd like to get more data from pipedrive than it's avaliable in Lookup. there is no LinkedIn link, inforamation about the person. Is it possible?
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While the Pipedrive Lookup actions have limitations, we can suggest a workaround to get more data: 1. Use the Pipedrive Lookup Person action to retrieve available data. 2. If you have LinkedIn profile URLs in Pipedrive, use our "Enrich Person from Profile" feature to get additional LinkedIn information. 3. Alternatively, use integrations like Prospeo or Findymail to enrich person data from LinkedIn URLs. These methods can help you obtain more comprehensive information, including LinkedIn data, beyond what's directly available through Pipedrive actions. If you need further assistance, please request human support in this conversation.
Sources: Lookup Person with Pipedrive | Clay.com Pipedrive integration overview | Documentation | Clay University
K. M.
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i have those information in pipedrive and i just want to export it to clay, i don't need to enrich
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To export all available information from Pipedrive to Clay without enrichment, you can use the "Lookup Person" action in our Pipedrive integration. Here's how: 1. Connect your Pipedrive account to Clay (if not already done). 2. In your Clay table, use the "Lookup Person" action. 3. Set "Term to search for" to match your Pipedrive data (e.g., name or email). 4. Set "Exact Match?" to true for precise results. 5. Leave "Fields to search" blank to retrieve all available fields. This will import all Pipedrive data, including LinkedIn links and person details, without additional enrichment. If you need more help, please request human assistance in this conversation.
Sources: Pipedrive integration overview | Documentation | Clay University Pipedrive integration overview | Documentation | Clay University
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