Request for Template Update Feature for CRM Exports

Kaylin M. · 2025-07-23 20:03:25.081365+00

Would love to be able to update a template repeatedly for exporting to CRM instead of creating a net new one and deleting old ones every time!

Request for Template Update Feature for CRM Exports | Clay

7 comments

· Sorted by Oldest

Jacob T.
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Kaylin M. I'm building this at the moment. Mind elaborating on what you're looking for here?
Kaylin M.
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Disclaimer I’m brand new so a lot of this is user error but my goals is to:
1.
Find net new leads and export to SFDC to be worked there by my reps
a.
this is challenging because I have 800k records across leads, contacts and accounts and our ICP is basically anyone who hosts hybrid meetings as we sell video conferencing hardware so net new is hard to come by
2.
In my initial test here with a small cohort, I have some records to export but I have literally 449 fields on the lead object alone and some of those key fields determine lead routing/ ownership etc. I want to map from clay to my lead record when creating a new lead with the minimal level of necessary info to properly route it without having to update again in SFDC. One example here is lead record type which doesn’t even show up as a field in clay but I know it exists (we think it has something to do with too many apis?).
3.
In testing this above, I’ve errored out 4-5 times already because, for example, Industry is a pick list value for us and I can’t map the text from clay to that value so I had to remove industry as a mapped field. To do that, I had to create a brand new template so I’m on template ~5
Gabe E.
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Hi Kaylin, Let me take a closer look here!
Gabe E.
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Thanks for your feedback on the CRM templates. This is a feature we are actively working to enable on our roadmap!
Gabe E.
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On your question, I want to make sure I'm understanding the issue correctly. Do you mind providing a little more context on your issue here of what's erroring out and how I can help you get to your goal?
Gabe E.
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Do you also mind sending the link (url) to the table so we can take a look?
(52 kB)
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

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Jacob T.
·
·
Kaylin M. I'm building this at the moment. Mind elaborating on what you're looking for here?
Kaylin M.
·
·
Disclaimer I’m brand new so a lot of this is user error but my goals is to:
1.
Find net new leads and export to SFDC to be worked there by my reps
a.
this is challenging because I have 800k records across leads, contacts and accounts and our ICP is basically anyone who hosts hybrid meetings as we sell video conferencing hardware so net new is hard to come by
2.
In my initial test here with a small cohort, I have some records to export but I have literally 449 fields on the lead object alone and some of those key fields determine lead routing/ ownership etc. I want to map from clay to my lead record when creating a new lead with the minimal level of necessary info to properly route it without having to update again in SFDC. One example here is lead record type which doesn’t even show up as a field in clay but I know it exists (we think it has something to do with too many apis?).
3.
In testing this above, I’ve errored out 4-5 times already because, for example, Industry is a pick list value for us and I can’t map the text from clay to that value so I had to remove industry as a mapped field. To do that, I had to create a brand new template so I’m on template ~5
Gabe E.
·
·
Hi Kaylin, Let me take a closer look here!
Gabe E.
·
·
Thanks for your feedback on the CRM templates. This is a feature we are actively working to enable on our roadmap!
Gabe E.
·
·
On your question, I want to make sure I'm understanding the issue correctly. Do you mind providing a little more context on your issue here of what's erroring out and how I can help you get to your goal?
Gabe E.
·
·
Do you also mind sending the link (url) to the table so we can take a look?
(52 kB)
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.