Introduction
This integration enables users to search for existing contacts in their Pipedrive CRM using Clay. The Lookup Person action allows users to query their Pipedrive records by name, email, phone number, or custom fields. This functionality leverages Pipedrive's Persons API, providing a streamlined method to verify contact existence and retrieve relevant information without directly accessing the Pipedrive platform interface.
Provider: https://www.pipedrive.com
API Documentation: https://developers.pipedrive.com/docs/api/v1/Persons
Input
Name | Is Optional | Description | Type |
Term to search for | e.g. [email protected] | text | |
Exact Match? | true | Only return exact matches to your search term, case insensitive. Defaults to false. | boolean |
Fields to search | true | The fields to search for your term. Defaults to all fields. | text |