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

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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

· Sorted by Oldest

Clay Team
APP
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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 😉
Ilze
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If it helps, this is an example table: https://app.clay.com/workspaces/35014/tables/t_N5bvaHcJSXM3/views/gv_J89P52tu2hVt
Clay Team
APP
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Hey Ilze, thanks for reaching out! I'll take a look
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)
Ilze
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Thanks, Arturo! I will check this out on the Pipedrive’s side.

Clay Team
APP
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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 😉
Ilze
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If it helps, this is an example table: https://app.clay.com/workspaces/35014/tables/t_N5bvaHcJSXM3/views/gv_J89P52tu2hVt
Clay Team
APP
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Hey Ilze, thanks for reaching out! I'll take a look
Clay Team
APP
·
·
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)
Ilze
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Thanks, Arturo! I will check this out on the Pipedrive’s side.