Home
Events
Groups
Members

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
Gtm Career Advice
Member Spotlight
Share Full-time Jobs

Community Guidelines

Powered by Tightknit

03 Feedback & Requests

Request for Instant Field Updates on Leads Without Manual Reimport | Clay

03 Feedback & Requests

Request for Instant Field Updates on Leads Without Manual Reimport

·

·

team i beg you please allow us to update instantly fields without having to delete leads and reimport manually. been in the development pipeline for too long

3 comments

· Sorted by Oldest

Channeled
APP
·
·
We understand your need for instant field updates. Here are a few ways to achieve this: 1. Use the "Update Leads" action for specific CRM integrations like Close. This allows you to update lead information directly without manual deletion and reimport. 2. Enable Auto-Update on your table. This feature automatically processes new data coming in, keeping your information current. 3. For CRM data, we offer automated refresh strategies. You can set up dynamic lists in your CRM that Clay will update daily (or more frequently on enterprise plans). 4. For Hubspot integration, use the "Lookup Object" action to update specific records without manual deletion and reimport. These methods should help you keep your data up-to-date more efficiently. If you need more detailed guidance, please let me know.
Sources: Hubspot integration overview | Documentation | Clay University Hubspot integration overview | Documentation | Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Close integration overview | Documentation | Clay University
Bo (.
·
·
Hey — you’re going to be happy to hear this: we just added Update Lead from Instantly today! No more deleting and reimporting — it’s live now. Let us know if you want help setting it up!
1
1
Pierre P.
·
·
Love it Bo (.