Has anyone ever connected Pendo to Clay to query Account and Visitor data? I think this has to be done via HTTPS, but not super familiar with configuring this and could use some direction. I primarily want to use this to query visitors, lookup in CRM, then create if not present. But also want to pull Accounts and usage data if possible. Thanks!
Hey just to clarify, do you want to recognize logged-in users? AFAIK, Pendo cannot identify anonymous users, can they?
You'd need to call the Pendo API via the HTTP action in Clay!
Jason W. In addition to what was mentioned by Arpit C., if Pendo does have some kind of visitor identification capability, it's just about finding the API documentation that can send the data from Pendo into Clay. Generally speaking, this is how it will look like:
Push data from Pendo to Clay
Clay receives data via webhook
If Pendo has contact level data (E.g. Company Name + Title) but no email address, Clay can easily try to find the person's linkedin profile and email address thorugh waterfall.
Once you have that, do a lookup into the CRM (Clay has native integration to Salesforce & HubSpot) and see if that contact exists
Determine your next step of action depending on the results!
Again, the key thing is finding the right API to push the data from Pendo to Clay. Feel free to DM if you to discuss this further!
Accounts and Visitors
