Mark L.

Appreciate the collective wisdom here! If you're on an Enterprise plan, the sync can be as quick as hourly. But otherwise, the recommendations to send that data over to a webhook is the best route to go – whether directly from your form integration, or through an intermediary like Zapier/Make or the like.

You can use the round-robin features in Clay to ensure fair assignments. More on that here: https://www.clay.com/university/guide/round-robin-integration-overview You could use that to e.g. control which campaigns that are routed to in Smartlead.

(You could also use formulas to make an exact-match comparison. The benefit is that formulas can run without credits, but it would be more difficult to do this sort of intelligent/fuzzy-matching across multiple datapoints.)

I think a 'Use AI' column is likely the best way to do this. You could prompt the AI to use the available data – first name, last name, LinkedIn URL, etc. – and return a True/False result on whether or not it thinks the people are the same.

Hey Louie, could you link me to the table you're working in? I'd like to take a closer look and identfy what's causing this.

Thanks for getting in touch. This sounds very odd! Could you link me to the table where you're seeing this, and let me know which rows where people have the wrong company info?

I'd think the built-in messaging tools will be your best bet here, but let me know if you have other questions as you go along.

I could see possibility of an alternative – using Clay to send draft content to a Google Sheet, and then using Google App Script to fetch that content and create crafts – but that seems more complex and fragile than it would be worth.

Henry, thanks for getting in touch. While we don't have a native Gmail integration today, we integrate with other email sequencers like Smartlead, Instantly, etc.. Those could be set up to send from an inbox that you prefer.