Jess Bergson

Dave Shapiro we use Intercom’s Fin. Glad you had a good experience here. We put in a lot of effort to make sure we keep our documentation up to date so you can get the fastest responses possible 🙏

Molly Evans there is a little blue toggle on the columns you have mapped in the http api column setup. If you click on that blue toggle, it will make that column value “optional” meaning a value doesn’t have to be present in order for the column to run! Go ahead wnd turn off that toggle for these columns in your http api setup and this should work!

Hey Pat Kelso! Jess here from our CX team. One adjustment I would make here is to make the “create record” column run conditionally (using the “only run if” section at the bottom of the column setup. You can add a conditional formula here to only run if the Lookup column’s “foundAtLeastOne” field is false. This will prevent you from creating a record if there is already a record present in Salesforce for that row/person. In addition to this you might want to run an additional “update record” column for any existing records that are missing the data you are enriching in Salesforce. Let us know you need any more help on this!

Jared Nusinoff hey! Jess, head of CX here at Clay. We use Intercom’s Fin for our bot responses you see here in addition to channeled for automating messages in slack. Feel free to DM me and George Dilthey (Clay) if you’d like to chat about any of this further :)

Hunter Harris you should be able to find it under the “Actions” button in the top right corner of your table! 😊