Beau M.

anyone have any experience setting up an api key for salesloft conversations? specifically trying to set up a table that lets me pull in disco and demo meeting transcripts from salesloft to then summarize the transcript and write a follow up email

should add another option in top toolbar for "favorites"

it would be nice to be able to copy and paste a comma delimited list into the configuration fields for find companies and find people. each time i go to run this query, i have to manually enter each keyword which can be time consuming when i have a large list to include. as it currently stands, if i copy and paste a list, it thinks the entire comma separated list is one keyword. this would be particularly helpful since i tend to use the same keywords for each query.

currently running into an issue when trying to append a clay table of accounts with salesforce account owner data...when i select the "lookup record" action, i'm prompted to fill out these fields: salesforce object (i'm choosing account), object fields (i want to select account owner, but its not populating as an option), and the final field is "____ to search for" where the blank is populated with the field i selected in the previous prompt i.e. account owner to search for. Can anyone help here? why might 'account owner' not be populating in the object field? whats the best practice for appending clay table data with salesforce account owner data?

working on building a 'find companies table' and hoping to layer in a filter for companies with a marketing team of 3+ anyone have a suggestion or best practices for doing this?