Hi everyone! I'm brand-spankin new to Clay and testing a use case. Generated and enriched a set of leads, set up an integration with Salesloft to send the contacts over. I also had Clay draft gen AI emails for each contact. I have been successful syncing the contacts to Salesloft, but not the subject and body of the emails. Is this supported, or can I only sync accounts and contacts? Do i have to manually copy/paste the subject/body for each contact? I assume I can automate this, but can't figure out how. Thanks!
Hey Bill G., I'm not a current Salesloft User, but I'm guessing you might have to create a custom field within Salesloft first such as 'subject_line' and 'email body'. This ensures that the custom fields show us when you connect Clay to Salesloft. When I do projects to push data into a CRM, it's pretty much the same concept. We have to ensure the new custom field is created in whichever application we are using.
Got it working! I ended up setting up the custom fields on the Person record in SL. Ideally, it would be imported as a template, but in the meantime, I think I have some ideas for creating an efficient workflow around this. Cheers!
