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Seeking Help on Retrieving Client Reference Data for Heyreach Integration | Clay

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Seeking Help on Retrieving Client Reference Data for Heyreach Integration

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Hi everyone, any experience in retrieving client reference data for personalization or integration with Heyreach? Much appreciated 😊😊

7 comments

· Sorted by Oldest

Muhammad S.
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Yes, you can create a webhook in hey reach for whenever someone responds and then catch that hook in clay
Muhammad S.
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and then do the personalization on top of it
Sonja H.
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What about if I want to add an email copy Hi! I saw your work with (Testimonial company 1) and (Testimonial company 2) and was very impressed! ETC.... How do I scrape these information from the company webpages=
Muhammad S.
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you can use clay gent
Muhammad S.
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OR Scrap webite pages using zenrows
Daniel K.
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Hi Sonja! Happy to assist and thanks for joining in, Muhammad. Regarding your first question, you can set up a webhook in HeyReach whenever someone accepts a connection request or responds. Here's a helpful video showing you how to create a webhook table within Clay: https://downloads.intercomcdn.com/i/o/w28k1kwz/1291266203/e3775c5fcd4686e44aa7470753d2/image.png?expires=1733843700&signature=613b9b4ebb05ebe9d001f277c862e0d906aa91ae48ae489025eed71167e8f162&req=dSIuF8t4m4NfWvMW1HO4zZLIJldOi5co1emHzWQOewcvBVMoiFnaiPiJdC1L%0A82dq%0A For your second question, you can achieve that with Claygent by incorporating two testimonial companies. We have a preset AI template in place that you can customize: https://downloads.intercomcdn.com/i/o/w28k1kwz/1291273012/be15965863d2433a933023485a9a/Arc_JCS978Cs8X.png?expires=1733843700&signature=1518a0fefbd356b10d22b8629629358b265d72853c17c01741709331b5c9e764&req=dSIuF8t5noFeW%2FMW1HO4zYdN1E3n9JIQQzRoLTNBUkLHLiladHGMzd2SXVKD%0AC2Fr%0A Feel free to reach out if you need further assistance! 😊
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Hi Sonja H.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: