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Set up your first integration
Quickly connect Pipedrive to Clay with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with Clay - no code necessary. See how you can get setup in minutes.
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 filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NoteRequired
Try ItTriggerPolling- Activity filterRequired
Try ItTriggerPolling
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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 OwnerLog 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 OpsCreate 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 OpsLearn how to automate Pipedrive on the Zapier blog
Learn how to automate Clay on the Zapier blog
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.