Data Integrations

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Uo
Uo Member Posts: 5
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edited May 20 in Sales CRM #1

What integration is best if I want to populate data about an organization - i.e. automatically pick up their address, website, brief description and have it automatically filled into data fields?

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  • Alexander Crump
    Alexander Crump Member Posts: 8
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    @Uo I'm experiencing this problem too, are you free to discuss? Connect with me on LinkedIn here. Thanks!

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
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    @Uo and @Alexander Crump - you can use Surfe or Clay to get this information.

  • Uo
    Uo Member Posts: 5
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    Thanks Amit. It seems Pipedrive doesn't integrate yet with Clay so I guess I'll try the other one.

  • Dillon Hill
    Dillon Hill Member Posts: 9
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    Hi @Uo,

    Pipedrive's native integrations are pretty limited on this front. What we usually do for our clients is recommend Apollo + Pipedrive using a custom integration. Apollo has great data enrichment, and a custom integration is relatively simple with something like Zapier or Make.com.

    A quick overview of how to do that:

    1. Add Organizations to Pipedrive: Either manually upload a CSV file or create organizations individually in Pipedrive.
    2. Automate Data Transfer to Apollo: Use Zapier to automatically send new or updated organization data from Pipedrive to Apollo for enrichment.
    3. Enrich and Return Data: Enrich the organization data in Apollo and use Zapier or a custom API to send this enriched data back to an API or directly into Pipedrive.
    4. Create and Link People in Pipedrive: Automatically create or update ‘Person’ entries in Pipedrive linked to the enriched data and the original organization.

    Let me know if you have any questions!