Got it. The issue is that when reps use Claude directly in chat, the leads stay in the conversation and don’t automatically sync back to a table in Clay. A simple fix is setting up a workflow that captures Claude’s outputs and pushes them into a Clay table so nothing gets lost. I can help your team implement this so reps can prospect in chat while the data stays structured.
Do you want all leads saved automatically, or only the ones reps qualify? John G.