Clay integration

Connect Leadinfo to your Clay environment in just a few clicks.

With Clay, you can connect Leadinfo to other applications. This makes it possible to integrate Leadinfo with your CRM system and seamlessly transfer data. But Clay offers much more.

In this article, we will discuss:

• The benefits of Clay
• How to connect Clay to Leadinfo.
• Sending data manually to Clay.
• Automating data transfer to Clay via a specific trigger.
  
  
  

🚀 The Benefits of Clay

Clay is a tool that allows you to enrich data about your leads. This is particularly useful when you want to connect multiple data sources. A traditional CRM integration can often be challenging, as it may require numerous connections. Many companies first gather data from various sources (e.g., Leadinfo, Google Ads, Google Analytics, and Ocean) in Clay before forwarding it to a CRM system.

With Clay, you can:

• Enrich data: Combine information from various sources.
• Integrate efficiently: Simplify the connection between Leadinfo and other tools.
• Manage flexibly: Organize and structure your data before sending it to a CRM system.

How to Connect Clay to Leadinfo

You can link Leadinfo to Clay via the Leadinfo settings. Follow the steps below to set up the connection:

Step 1: Create an account on Clay.

Step 2: Create a table in Clay.

In Clay, you’ll set up a table where the data from Leadinfo will be stored.

 

Step 3: Select the fields to include in the table.

 

Step 4: Go to “Actions” in your Clay table and select “Import”.

 

Step 5: In the import overview, click “Monitor Webhook” and copy the generated webhook URL.

Step 6: Navigate to the settings in your Leadinfo portal.

Step 7: Under Integrations, select “Clay”.

Step 8: Paste the webhook URL you copied earlier.

 

Step 9: Go to the integration settings and select “Columns''.

Step 10: Choose which data points to forward to Clay. Only company information can be forwarded, not contact details.

Step 11: Select to which Clay table you would like to send your data over. 

 

Congratulations! The connection between Leadinfo and Clay has been successfully set up.

 

Sending Data to Clay

You can transfer data to Clay in two ways: manually or automatically via a trigger.

Manually Sending Data to Clay

Step 1: Open the Leadinfo portal.

Step 2: In the inbox, select the website visitor you want to send

Step 3: Click “Share with Clay”.

 

Automatically Sending Data to Clay via a Trigger

Would you like to automatically forward companies that meet specific criteria? Set up a trigger.

Step 1: Navigate to the trigger functionality in the Leadinfo portal.

Step 2: Start building your trigger, specifying which companies you want to forward to Clay.

Step 3: Under “Actions”, select “Clay” and determine which table in Clay should receive the data.

 

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