Introduction
This integration enables users to search for existing organizations in their Pipedrive CRM using Clay. The Lookup Organization action queries your Pipedrive CRM to verify the existence of an organization based on specified criteria such as name, address, or custom fields. This functionality leverages Pipedrive's Organizations API endpoint, allowing for efficient data retrieval and cross-matching within your CRM system.
Provider: https://www.pipedrive.com
โAPI Documentation: https://developers.pipedrive.com/docs/api/v1/Organizations
Input
Name | Is Optional | Description | Type |
Term to search for | e.g. Airbnb, apple.com, [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 |