Automatically fill a organization description

RRyan
RRyan Member Posts: 5 VERIFIED MEMBER
Photogenic First Comment
edited April 1 in Sales CRM #1

Is there a feature or function that will automatically add certain organization information in Pipedrive? I had this feature in Hubspot and thought I had read it could be done here, but I haven't been able to source the location within the support or community. Thank you

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    You cando this using Clay.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    Surfe also does this.

  • RRyan
    RRyan Member Posts: 5 VERIFIED MEMBER
    Photogenic First Comment

    I realize that certain add ins provide additional functionality but I was hoping to see what was built in natively into Pipedrive. Add ins don’t have all the functionality of native functions and often don’t field map well.

    That said I can say that Surfe has been a happy surprise so far.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,323 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary

    Hi @RRyan there’s a similar feature called Smart Contact Data. It is unavailable at the organization level but will work for contact persons.