Hi Clay. I'm trying to update an organisation in Pipedrive with Clay information but I need the organisation id to be able to do it. I can do a look-up to find the organisation in Pipedrive but I can't see how to obtain the organisation id when I do the look-up. (I do the lookup using company domain and company name). Thanks
To obtain the organization ID in Pipedrive when performing a lookup, you can use the "Lookup Organization" action in Clay. Here's how: 1. Use the "Lookup Organization" action in Clay. 2. Set "Term to search for" to the company domain or name. 3. Optionally, set "Exact Match?" to true for precise results. 4. The action will return the organization's details, including its ID. If you need more specific fields, you can specify them in the "Fields to search" input. The organization ID will be included in the returned data, which you can then use for updating the organization. If you need further assistance, please request human support by clicking on "Talk to a person" in this chat.
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Sorry, I've just realised Clay is under this email karen.t@abmstars.com / I used the clicksincontext one as that's what I use for my main Slack account and I wasn't sure if I needed to have a Slack account already. I can re-register Slack under abmstars.com to match Clay account if that would be better? Anyway - the table I've been using is: https://app.clay.com/workspaces/273614/tables/t_hU9ynsUKYsdC/views/gv_eVEk9rKjmPux
I do a Pipedrive look up and if no organisation is found - I create a new organisation in Pipedrive What I then want to do is - if an organisation is found - I want to update that organisation with a new flag. (I want to flag in Pipedrive that this organisation has come up in the look-a-like-search) and that's what I need the organisation id for -so I can then run a column that updates Pipedrive for some of the organisations. Hope that helps explain it!
Hey Karen! No worries. Sharing your table url will suffice. Happy to helpβ¨. I made a quick video showing where to find the Organization ID: https://www.loom.com/share/8444dc8ee76f41de94c39e7c0e9f3166 Let me know if you have any questions!
Perfect - thanks so much. That looks like exactly what I need. I'll give it a go. Thanks again