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Hey guys! I’m trying to import leads to Pipedrive and the “Create Orga...

Avatar of Ilze N.Ilze N.
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Hey guys! I’m trying to import leads to Pipedrive and the “Create Organization” and “Create Person” function works seamlessly! Thank you for making this happen! Now I have to create a “Deal” in Pipedrive by attaching both, organization and person to it. I wonder if there is any way I can do it automatically through Clay as well?

5 comments

  • Avatar of Clay Team
    Clay Team
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    Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey Ilze N., thanks for reaching out! I'll take a look

  • Avatar of Clay Team
    Clay Team
    APP
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    I think similar to Hubspot, Pipedrive allows you to create a custom field/property which you can then find and use in the integrations in Clay too. Let me know if that works! You may have to click on refresh fields after you add it to Pipedrive so it can appear in Clay's integration.

    53062c7f-fddf-4c3b-88e5-b44e85ab4c26.png(5 kB)
  • Avatar of Ilze N.
    Ilze N.
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    Thanks, Arturo! I will check this out on the Pipedrive’s side.