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Connect Pipedrive and Clay to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Pipedrive with Clay - no code necessary. See how you can get setup in minutes.

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Pipedrive logo
Pipedrive
Pipedrive logo
Pipedrive
1. Choose trigger event
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Clay
Clay logo
Clay
2. Choose action
Pipedrive logo
1. Select the event
Setup
Test
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Pipedrive
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.

Add your action

An action happens after the trigger—such as "Create Record in Table" in Clay.

You’re connected!

Zapier seamlessly connects Pipedrive and Clay, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Pipedrive and Clay

Update Clay table for new Pipedrive deals

Keep everything organized by automatically updating your Clay table whenever a new deal is created in Pipedrive. With this workflow, Zapier ensures your internal workflows and tracking systems stay current, reducing manual updates and errors.

Business Owner
Try it
Log Pipedrive leads in Clay

Track incoming leads seamlessely by automatically logging new leads from Pipedrive into a Clay table. This ensures your marketing team always has updated data for future campaigns, boosting response time and accuracy.

Marketing & Marketing Ops
Create a task for new Clay records in Pipedrive

When a new record is added to a Clay table, Zapier can create an associated task in Pipedrive. It streamlines the delegation process and ensures no important sales opportunities are missed.

Sales Ops

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate Clay on the Zapier blog

Make work flow with AI

Level up your Pipedrive to Clay integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Pipedrive + Clay integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Clay

How do I set up a Pipedrive and Clay integration?

To set up an integration between Pipedrive and Clay, you'll first need to create a Zap in our platform. Choose Pipedrive as the trigger app and select a specific trigger event, like 'New Deal' or 'Updated Person'. Then, choose Clay as the action app and select an appropriate action such as 'Create Table' or 'Update Row'. Follow the guided steps to connect your accounts and configure the actions.

What kinds of trigger events are available when integrating Pipedrive with Clay?

When integrating Pipedrive with Clay, you can use several trigger events from Pipedrive, such as 'New Deal', 'Deal Updated', 'New Person', or 'Organization Updated'. These triggers allow you to automate workflows based on specific actions happening within your Pipedrive account.

What actions can I perform in Clay when a Pipedrive event is triggered?

Our integration allows you to perform various actions in Clay when an event is triggered in Pipedrive. For example, you can create new tables, update rows in existing tables, or even append data based on changes detected in your Pipedrive account.

Can I filter data before it reaches Clay?

Yes, using our platform's filtering options, you can set conditions so that only specific data from Pipedrive triggers actions in Clay. This allows for more precise data management and ensures that only relevant information is processed.

Is it possible to update existing records in Clay using data from Pipedrive?

Absolutely. You can configure your Zap such that updates in your Pipedrive account automatically reflect as updates to corresponding records in Clay. Choose 'Update Row' as your action to achieve this.

How do I troubleshoot if my integration between Pipedrive and Clay stops working?

'If you encounter issues with the integration not functioning correctly, we recommend checking the following: ensure that all login credentials are correct for both applications, review any filters applied in the setup for accuracy, and verify that there hasn't been any change in the API access tokens. Our detailed logs can also help identify at what point a problem may be occurring.

Are there any limitations when connecting multiple users across these platforms?

'When integrating multiple user accounts through our system from both Pipedrive and Clay, be aware of permissions for each user role involved. Some actions may require administrator privileges on either platform for full functionality.

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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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About Clay
Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.
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