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Workaround for Creating Job Change Table in Close CRM | Clay

Feedback & Requests

Workaround for Creating Job Change Table in Close CRM

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I’m trying to build a “job change” table for a customer who’s using Close CRM. But when I go to create the table and pull data from the CRM, Close isn’t showing up as an option. What’s the best workaround for this? I know I could use a CSV, but the goal is to avoid manual work as much as possible.

6 comments

· Sorted by Oldest

Bo (.
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Hey, Close CRM works differently - it only sends new leads as they come in, so you can't backfill existing data directly.
Here's the best approach: 1. One-time export: Export your existing contacts from Close as a CSV to get started 2. Set up ongoing sync: Create a new table and add Close as a source for future leads 3. Build job change tracking: Use the job change enrichment on both tables This way you get your historical data plus automatic updates for new leads going forward. The initial CSV export is unavoidable, but after that it's fully automated. Let me know if you have more questions.
Elric L.
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thanks Bo. All good
Elric L.
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Bo (. hey, I’ve got a similar question, but for inbound leads. What’s the best way to push data from Close into Clay every time a new lead downloads a guide? Would that be through webhooks?
Bo (.
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Hey!
When you create a new table, you can select Close as a data source - it works similar to webhooks but through their direct integration. Just set up a list and that'll work whenever someone is added
Let me know if you have more questions!
(38 kB)
Elric L.
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thanks!
Elric L.
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Will work on this and let you know