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Lookup Organization with Pipedrive

Check if an organization exists in your Pipedrive CRM based on a name, address, or any custom fields

Updated over a week ago

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.

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

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