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Lookup Person

1️⃣ What does it do?

Check if a person exists in your Pipedrive CRM based on a name, email, phone, or any custom fields.

2️⃣ How to set it up:

  1. 1.
    In your table, go to Enrich Data and search for the integration with the search bar.
  2. 2.
    Provide the necessary input(s) in the corresponding field.
  3. 3.
    Click on Continue to Add Fields, then Save and run!
    • Toggle the data points you wish to map out automatically after it completes the search (data can also be mapped out after).
⭐️ Cost: Free (Pipedrive Account Required).
Last modified 3mo ago