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Help Needed: Pipedrive to Clay Webhook Setup Issue

Avatar of Jonathan M.Jonathan M.
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Has anyone setup a Webhook from Pipedrive to Clay? I don't have much tech experience, but I have setup a webbook but when I import the data into Clay it just shows deal stage, contact as numbers (their ID) and there is no option for showing person or company name, email etc?

6 comments

  • Avatar of Channeled
    Channeled
    APP
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    To set up a Webhook from Pipedrive to Clay and import detailed data, follow these steps: 1. In Clay, click + Create New and select "Import data from Webhook" under the "Other" section. 2. Choose or create a table for your Pipedrive data. 3. Copy the generated webhook URL from Clay. 4. In Pipedrive, go to Settings > Connections and find the webhook option to paste the Clay URL. 5. Configure the webhook in Pipedrive to send all relevant fields (name, email, company, etc.) when triggered. 6. Test the connection by creating or updating a record in Pipedrive. If you're still seeing only IDs, check your Pipedrive webhook configuration to ensure all necessary fields are included. If you need further assistance, request human help by clicking "Talk to a person" in this chat.

  • Avatar of kushagra
    kushagra
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    you should be able to lookup the contact using the id in lookup people in pipedrive integration once you receive the data from the webhook https://www.clay.com/integrations/data-provider/pipedrive

  • Avatar of kushagra
    kushagra
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    that should give you the additional fields you want

  • Avatar of Channeled
    Channeled
    APP
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    To look up contact details using the ID received from a Pipedrive webhook in Clay, you can use the "Lookup Person" action in our Pipedrive integration. Here's how: 1. In Clay, use the "Lookup Person" action from the Pipedrive integration. 2. In the "Term to search for" field, enter the ID you received from the webhook. 3. Set "Exact Match?" to true to ensure you get the specific contact. 4. In "Fields to search", specify "id" to search by the contact's ID. This will retrieve the contact's full details, including name, email, and other information from Pipedrive. If you need more help, click "Talk to a person" in this chat for human assistance.

  • Avatar of Channeled
    Channeled
    APP
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    To retrieve additional fields like name, email, and company from Pipedrive data imported via webhook, you can use the "Lookup Person" action in our Pipedrive integration. Here's how: 1. Use the "Lookup Person" action from the Pipedrive integration in Clay. 2. In the "Term to search for" field, enter the ID received from the webhook. 3. Set "Exact Match?" to true for precise results. 4. In "Fields to search", specify "id" to search by the contact's ID. This will fetch the contact's full details, including name, email, and company information from Pipedrive. If you need further assistance, click "Talk to a person" in this chat for human support.

  • Avatar of Jonathan M.
    Jonathan M.
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    Thanks!