Clay + Pipedrive Integrations
Put Clay + Pipedrive to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Clay and Pipedrive
See the kind of workflows teams build with Clay and Pipedrive below — describe the exact one you want above and the Agent builds it on demand.
Clay + Pipedrive
When deal records are updated in Clay, sync pipeline status into Pipedrive.
Build client onboarding hubs for won deals
When a deal is won in Pipedrive, automatically create a page from a template in Clay to house client handoff and onboarding materials.
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Log meeting summary documents to contact timelines
When a document is published in Clay, automatically log an activity on the corresponding contact in Pipedrive so sales reps stay updated.
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Sync document statuses with sales deal stages
When a deal stage changed in Pipedrive, automatically update the matching project record status in Clay to keep cross-functional teams informed.
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Browse the full workflow library →
Looking to achieve something else with Clay and Pipedrive?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Clay and Pipedrive
Everything Clay and Pipedrive can do inside a workflow — the triggers that start one and the actions that run when it fires.
Clay Explore Clay →
Clay is an AI-powered data enrichment and spreadsheet platform designed to automate lead sourcing and personalized sales prospecting.
ActionsCreates a new record in a table.
Updates a record in a table.
Pipedrive Explore Pipedrive →
Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.
TriggersTriggers when an activity newly matches a Pipedrive filter for the first time.
Triggers when a new activity is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a new deal is created.
Triggers when a lead is created.
Triggers when a new comment is added to a note.
Adds a discount to an existing deal.
Adds an existing label to an existing person.
Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
Add product variation to a product.
Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
Creates a new deal.
Other Productivity & Docs apps on Knit
Explore more Productivity & Docs integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
1st things 1st
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6clicks
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7Shifts
7Shifts is employee scheduling and team management software designed for restaurants and the hospitality industry.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
Airtable
Airtable is a low-code platform that combines spreadsheet features with relational database capabilities for managing structured data.
Akiflow
Akiflow is a time-blocking productivity app that consolidates tasks and calendar events into a single central schedule interface.
ApproveThis
An approval workflow automation tool that enables teams to review, request, and track approvals for business processes.
Aryeo
Aryeo is a content delivery and order management platform built specifically for real estate photographers and media companies.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Clay + Pipedrive
Is there a pre-built Clay + Pipedrive automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Clay and Pipedrive's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Clay or Pipedrive connector?
No. The Agent works whether or not Clay or Pipedrive already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can closing a deal automatically spin up an onboarding document?
Yes, winning a deal in Pipedrive can automatically create a client onboarding hub from a template in Clay.
How can published client docs update our sales records?
Publishing research notes or customer documents in Clay can automatically log activities on contact profiles in Pipedrive.