Data Integrations

Uo
Uo Member Posts: 5 VERIFIED MEMBER
Second Anniversary First Comment
edited May 2024 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?

Answers

  • Alexander Crump
    Alexander Crump Member Posts: 8 VERIFIED MEMBER
    Name Dropper First Comment Photogenic

    @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: 1,602 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    @Uo and @Alexander Crump - you can use Surfe or Clay to get this information.

  • Uo
    Uo Member Posts: 5 VERIFIED MEMBER
    Second Anniversary First Comment

    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: 12 VERIFIED MEMBER
    10 Comments 5 Likes First Answer Name Dropper

    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!

  • Michael Tomar
    Michael Tomar Member Posts: 18 VERIFIED MEMBER
    Second Anniversary 10 Comments Photogenic

    For auto-populating organization data in Pipedrive, tools like LeadBooster or LinkedIn Sales Navigator can help by enriching data fields with address, website, and descriptions. Skyvia is another option for integrating Pipedrive with external databases or CRMs to pull such data efficiently, depending on your workflow.