Feed Top Org Charts into Your Pipedrive CRM with Zapier

 

Enrich Pipedrive contacts with org charts, executive bios, and company data via Zapier.

First 100 tokens free. Fast, easy setup. 

 

Enrich New Contacts Instantly

  • When you add a contact or company, inject detailed executive bios and company insights automatically.
  • First 100 tokens are complimentary!

 

What You Can Retrieve with your Zaps

  • Contacts

Executive info (1 token): Provides the executive’s role, key achievements, and direct colleagues. Quickly understand who they are and how they fit into the organization — ideal for preparing more relevant and productive conversations.

  •  Companies:

Company info in text (1 token): Provides a concise overview of the company, including its industry, website, stock ticker, and phone number — along with key executive movements and major M&A events from the past 12 months. Instantly grasp all the major developments within the company over the past year.

Company org chart export in Excel (1 token): Delivers the full list of executives with their business titles and LinkedIn URLs. A flexible format, perfect for filtering and identifying the most relevant decision-makers.

Company org chart export in PDF (1 token): Includes all executives with their business titles in a clean, shareable format. Ideal for presentations, documentation, or quick reference.

 

 Easy Setup


   1st Step: Get your API Key on The Official Board web site

  1. Create a Starter, Premium, or VIP account on The Official Board
    (or log in to your existing account)

  2. Go to My Preference > Create API and copy your API key.

  3. Tokens included:
    • Starter (free): 100 tokens
    • Premium: 500 tokens
    • VIP: 5,000 tokens

   

   2nd Step: Create Zaps into Zapier

  1. Login or create a Zapier account.

  2. Choose The Official Board and enter your API key.

  3. Create Zaps to enrich your pipedrive! 
For this last step, under the organization section, click the 3 dots, select "Custom", then choose "Pipedrive" and finally select "ID".
 
  
   3rd Step: Need more tokens?

Upgrade your account in My preference, or purchase additional tokens:
• 500 tokens for US$60
• 5,000 tokens for US$450 (25% discount)

To receive an invoice and payment link, email us at: [email protected] 


Simplify. Enrich. Win Today!