Hi Nishil and Bo,
Thank you for the guidance so far!
I'm implementing an automation workflow to update data in Clay tables based on lead responses in Smartlead, but there are a few nuances I need help with. Here’s a breakdown of my goal and where I could use more insight:
- 1.
Goal: I want to automatically update specific cells in an existing Clay table (without adding new rows) when a lead replies as "interested." Specifically:
I need to update a cell within existing rows in a particular column with dynamic values. This should reflect in real-time based on the latest status updates from Smartlead.
The automation should select from one of multiple campaign tables based on predefined conditions (e.g., selecting the correct industry-specific table).
- 2.
Current Approach: Based on your recommendations, I’m considering using Make.com for conditional flow management, and then sending updates via HTTP APIs to Clay. However, I have a few questions on implementation:
Table Selection: Can you recommend a filter or conditional formula within Clay to ensure each lead response maps to the correct campaign table out of the 10 I have set up?
Write to Existing Cells: From what I understand, the Write to Table feature allows direct cell updates. Can I use this feature to overwrite specific cells based on unique identifiers without disturbing other data in the row? I need these cell values to dynamically update in the corresponding campaign table as the lead status changes.
The data in rows in the tables to updates are not "child" to the "interested lead table". These are differents values and records.
- 3.
Ideal Outcome: The table should be able to:
Auto-select the relevant campaign table and update only the necessary cells (no new rows).
Reflect real-time data changes to the “interested” column in the table, acting as a live tracker of lead interest for each campaign or client.
Could you please confirm if this workflow is feasible with the Write to Table feature? And if so, any specific examples of how to filter or trigger this within Clay for targeted table updates would be greatly appreciated!
Thanks again for your help on this!