Kyle ivs

Integrating Clay with Outlook and HubSpot for Email Automation

Wondering if anyone has suggestions. I am using clay to enrich contact/company info then using that info to prompt chat to write emails. Wondering if there is a way to push subject line and body to either my outlook or hubspot to send email

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Posted in 02 Support·

Kyle ivs

Improving AI Recognition of Exclusion Conditions in Run Logic

when using ai to write run conditions, it is having trouble recognizing conditions to exclude. Any suggestions on how to better define conditions? Here is my example:

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Commented on Automating Table Writes Based on Industry Conditio...·Posted in02 Support

Kyle ivs

One more question, when using ai to write run conditions, it is having trouble recognizing conditions to exclude

Commented on Automating Table Writes Based on Industry Conditio...·Posted in02 Support

Kyle ivs

To be more clear, I would like to remove the manual process of filtering. So if a new contact populates in my table i would like it to automatically write to a new table for a specific industry type. If industry equals x write to table x. if industry equals y, write to table y

Posted in 02 Support·

Kyle ivs

Automating Table Writes Based on Industry Conditions

Hello! Can I set conditions for when to write to another table. For example, I have a large database of contacts that are collected by Rb2b. I would like to automate the effort of filtering by industry type and then if industry conditions are met, it would write that contact to a new table. Curious if this is possible! Any help or links to resources appreciated

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