Jaimie Avis

Commented on Inquiry on Clay + OpenMart Integration Setup and O...·Posted in02 Support

ah man. ok, thanks!

Inquiry on Clay + OpenMart Integration Setup and Options

Has anyone set up the Clay + OpenMart integration/enrichment yet? I don't see it as an option for an enrichment or a way to connect it for an integration

3Comments

Commented on Troubleshooting Clay Waterfall Email Output Issues·Posted in02 Support

Jaimie Avis

Do you happen to have recommendations how how to prevent pushing dupes into the contact tables? then i could turn back on the auto-update

Commented on Troubleshooting Clay Waterfall Email Output Issues·Posted in02 Support

Jaimie Avis

Hi there. But once I tell the column to run, it doesn't finish. The reason I have it disabled is bc somehow (I couldn't figure out why) my 'Accts TBE' table was pushing duplicate contacts to the contact tables. I turned off the auto-update so that I could delete the dupes before spending credits to enrich them

Commented on Troubleshooting Clay Waterfall Email Output Issues·Posted in02 Support

Jaimie Avis

https://app.clay.com/workspaces/327512/workbooks/wb_sjRTwkhUuRb9/tables/t_Aq7BUq5Jh6KN/views/gv_j4kjDH2TuiyX

Posted in 02 Support·

Jaimie Avis

Troubleshooting Clay Waterfall Email Output Issues

Hello. I'm using a Clay Waterfall to find email addresses. Email addresses are being found during different steps of the waterfall, but none of them are putting the found email address in the final output column. What's going on and how do I fix it?

6Comments

Posted in 02 Support·

Jaimie Avis

Can I get a person from Clay S. to reach out to me?

Can I get a person from Clay Support to reach out to me?

2Comments

Commented on Mapping SFDC Account ID for Upserting in Salesforc...·Posted in02 Support

Jaimie Avis

https://app.clay.com/workspaces/327512/workbooks/wb_sjRTwkhUuRb9/tables/t_WHtzpKb3NBN3/views/gv_4vU4h52s8DWd

Posted in 02 Support·

Jaimie Avis

Mapping SFDC Account ID for Upserting in Salesforce from Clay

Hi there! We recently connected our Salesforce to Clay. I'm trying to 'upsert' accounts into Salesforce from Clay so that it updates accounts that already exist and creates new ones for accts that do not exist. I have one column that is already looking up records in Salesforce and pulling back the SFDC Acct ID, which I would like to use for matching. I'm reviewing the documentation here (https://www.clay.com/university/guide/salesforce-integration-overview) and I'm not seeing where to 'Enter the record ID to retrieve'. Where do I map the SFDC Acct ID?

2 attachments

7Comments

Commented on Troubleshooting Clay Key Reset for Table Lookups·Posted in02 Support

Jaimie Avis

Will do! Thanks so much!

About

Country
My Company Website
Title