I'm unable to create the column for the Pipedrive Update organization enrichment, even with Organization ID and field input.
To create a column for the Pipedrive Update organization enrichment, follow these steps: 1. Click on the cell containing the Pipedrive Update organization enrichment (parent column)
2. When the Cell details panel opens on the right, hover over the endpoint you want to use
3. Click Add as column
on the right of the desired endpoint
4. You'll have two options:
โข Under Add description as new column: Enter your column description and click Create column
โข Under Map to an existing column: Select an existing column to map the endpoint to (note this will overwrite existing values)For the Update Organization action, you'll need: ** The Organization ID field (required)
** Any additional account fields you want to update, which will be based on your specific Pipedrive instance configuration
Sources:
Update Organization with Pipedrive
Table columns overview | Documentation | Clay University
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Hey Thomas, thanks for reaching out! This is because your workspace is on an explorer plan. CRM enrichments such as Pipedrive only because available once you're on a Pro plan or higher. Hope this clears things up! Let me know how else I can help. :)
Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!