Linking Clay to Your CRM with Zapier | Enriched Sales Leads | Clay

*Try Clay:* https://clay.com

*Top Trending Playlist:*

1. How to Hyper-Personalize Sales Outreach at Scale | Clay x OpenAI https://www.youtube.com/watch?v=TjsUtTrd4E4
2. How to Scrape Data from Any Website on the Internet (B2B Sales) | Clay Sales Prospecting https://www.youtube.com/watch?v=OWug7T5t1kA
3. How to Find Decision Makers and their Contact Information | Clay Sales Prospecting https://www.youtube.com/watch?v=t3d2shchY6g

If your CRM was not listed in the last video for native CRMs, not to worry! We have a way of connecting non-native CRMs that is just as effective and fast. For this, you’ll need Zapier so we can use it to connect Clay, Webhooks, and your CRM. Here’s how to do it:

Step 1: Go to Zapier and start a new Zap with the trigger being “Webhooks by Zapier”. Set the other app as your CRM. For the Webhooks event, select “Catch Hook”.

Step 2: Once you test the trigger, Zapier is going to generate a link. Copy the link and go back to Clay.

Step 3: Once you’re back in Clay, go to our “HTTP API” integration.

Step 4: Under “Method”, type “POST”, and set the endpoint to the link you copied in step 2.

Step 5: The “Body” section is where you’re going to type the information that you’d like transferred.

Here is an example syntax for this section:{”email”;”[put your email column here]”;”name”;”[put your name column here]”}You’ll want to do this for every column you intend on transferring. After you’re done, save changes, run the integration, and check to make sure your Zap ran correctly. We hope this helps, feel free to reach out if you have any further questions, and happy prospecting!

*Our Socials*

LinkedIn: https://www.linkedin.com/company/clay-run/

Twitter: https://twitter.com/clayrunhq

At Clay, we believe in empowering the growth of every business. We’re on a mission to help teams grow their customer base by finding and reaching out to the right people.

We are building a new type of data workflow tool that enables any team to find the right data, craft custom workflows, and automate their go-to-market strategy.

We like to think of Clay as a composable canvas that unlocks power and creativity for growth-focused teams.

Clay is built on the belief that the mundane can be automated away, that each individual is deeply creative, and that there is immense possibility in expanding this creativity by making programming more accessible.

Скачать видео