Caleb L.

Commented on Troubleshooting Apollo Runtime Error in Clay for C...·Posted inClay Support

Same here! Apollo must have updated something that broke the integration

Streamlining Outbound Prospect List Creation in Clay and Salesforce

Hi Team, really enjoying he tool but have a question. I am trying to streamline the outbound prospect list creation process for my team and I am wondering if there ways others have:

1.
created clay table templates for individual reps to use that include all necessary columns/fields
2.
auto-populate fields in the Salesforce integration when using these prospects to create contacts?

I'm trying to minimize the amount of clicks and manual field matching that is currently required in the flow I have created.

4Comments

Posted in Clay Support·

Caleb L.

Steps to Clean Up Duplicate Leads in Email Search

Hello, I am noticing when I have a list of leads where multiple people have the same first name (example: Eric) Clay will search for email and, in many cases, populate all "Erics" with the same email (eric@domain.com for example). Are there further steps I can take to clean this up?

2Comments

Commented on Using Clay for Outbound Workflows: Integration wit...·Posted in02 Starting with Clay

Caleb L.

I'm starting a new table as I was not able to find a way to effectively import a lead list.

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