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Zapier makes it easy to integrate Pipedrive with Clay - no code necessary. See how you can get setup in minutes.
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Pipedrive
Pipedrive
1. Choose trigger event
Clay
Clay
2. Choose action
1. Select the event
Setup
Test
Pipedrive
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Create Record in Table" in Clay.
You’re connected!
Zapier seamlessly connects Pipedrive and Clay, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Product ID
Required
Product Variation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Follower User ID
Required
Choose where to add the follower
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content
Required
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project Template
Project Board
Required
Project Phase
Required
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Remove All Existing Labels?
Labels to Remove
Labels to Add
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Deal ID
Required
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization to Update
Required
Organization Name
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Product ID
Required
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Project ID
Description
Done
Due Date
Assignee
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Type ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Person ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Stage ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search for an Exact Match?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Project ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Term
Required
Exact Match?
Assignee
Project
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Location
Priority
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Product Name
Required
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Term
Required
Exact Match?
Assignee
Project ID
Required
Done
Title
Required
Description
Due Date
Parent Task ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Skipped
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Select Option ID for Table Field
Finds a Select Option ID by its text value
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Pipedrive and Clay with AI agents and code
Beyond Zap workflows. Call Pipedrive and Clay actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Pipedrive and Clay actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Discount to Deal
Create Record in Table
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Pipedrive and Clay
Update Clay table for new Pipedrive deals
Keep everything organized by automatically updating your Clay table whenever a new deal is created in Pipedrive. With this workflow, Zapier ensures your internal workflows and tracking systems stay current, reducing manual updates and errors.
Track incoming leads seamlessely by automatically logging new leads from Pipedrive into a Clay table. This ensures your marketing team always has updated data for future campaigns, boosting response time and accuracy.
When a new record is added to a Clay table, Zapier can create an associated task in Pipedrive. It streamlines the delegation process and ensures no important sales opportunities are missed.
Learn how to automate Pipedrive on the Zapier blog
Learn how to automate Clay on the Zapier blog
Make work flow with AI
Level up your Pipedrive to Clay integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Pipedrive + Clay integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Clay
How do I set up a Pipedrive and Clay integration?
To set up an integration between Pipedrive and Clay, you'll first need to create a Zap in our platform. Choose Pipedrive as the trigger app and select a specific trigger event, like 'New Deal' or 'Updated Person'. Then, choose Clay as the action app and select an appropriate action such as 'Create Table' or 'Update Row'. Follow the guided steps to connect your accounts and configure the actions.
What kinds of trigger events are available when integrating Pipedrive with Clay?
When integrating Pipedrive with Clay, you can use several trigger events from Pipedrive, such as 'New Deal', 'Deal Updated', 'New Person', or 'Organization Updated'. These triggers allow you to automate workflows based on specific actions happening within your Pipedrive account.
What actions can I perform in Clay when a Pipedrive event is triggered?
Our integration allows you to perform various actions in Clay when an event is triggered in Pipedrive. For example, you can create new tables, update rows in existing tables, or even append data based on changes detected in your Pipedrive account.
Can I filter data before it reaches Clay?
Yes, using our platform's filtering options, you can set conditions so that only specific data from Pipedrive triggers actions in Clay. This allows for more precise data management and ensures that only relevant information is processed.
Is it possible to update existing records in Clay using data from Pipedrive?
Absolutely. You can configure your Zap such that updates in your Pipedrive account automatically reflect as updates to corresponding records in Clay. Choose 'Update Row' as your action to achieve this.
How do I troubleshoot if my integration between Pipedrive and Clay stops working?
'If you encounter issues with the integration not functioning correctly, we recommend checking the following: ensure that all login credentials are correct for both applications, review any filters applied in the setup for accuracy, and verify that there hasn't been any change in the API access tokens. Our detailed logs can also help identify at what point a problem may be occurring.
Are there any limitations when connecting multiple users across these platforms?
'When integrating multiple user accounts through our system from both Pipedrive and Clay, be aware of permissions for each user role involved. Some actions may require administrator privileges on either platform for full functionality.
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.