Automating Table Enrichments with Clay 101 and Outbound | Clay

Automating Table Enrichments with Clay 101 and Outbound

I've watched the Clay 101 and Automated Outbound but one the I am trying to work out is how to be able to add a few inputs to a table, and then the table automatically runs through enrichments based on the inputs. Ideally I want to link up an inbound web form which will get a first name, last name, email and domain, have that info automatically added to a table and enriched, and then use Zapier to push that research into a Google doc - I know there is a Claybook that does similar but based off of a Linkedin URL

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To add inputs to a table and automatically run enrichments in Clay: 1. Create a table and add your input data. 2. Click "Add enrichment" and search for the desired enrichment. 3. Configure the enrichment settings, including input columns and output data. 4. Enable "Autoupdate" to automatically enrich new rows. For more complex workflows: ** Use templates for common scenarios (available at clay.com/templates). ** Create recipes to run multiple enrichments in sequence. These methods allow you to add inputs and have Clay automatically enrich your data based on those inputs.
Sources: Enrichments | Documentation | Clay University Apify integration | Documentation | Clay University Enrichments | Documentation | Clay University
kushagra t.
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you ll need to use a couple of things to achieve that
reference the input column in the respective enrichment column
add conditional forumal in the enrichment column, for example only run if the x column (input) is not empty
switch on the auto-update for the right columns and the table
best to be careful with the last one since with auto updates the credits are consumed without requiring manual intervention
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To add inputs and automatically run enrichments in Clay: 1. Create a table and add your input data. 2. Add enrichments by clicking "Add enrichment" and selecting the desired ones. 3. Configure each enrichment: • Reference input columns in the enrichment settings. • Use conditional formulas to run enrichments only when specific conditions are met. 4. Enable auto-update for relevant columns to automatically enrich new rows. Be cautious with auto-update, as it consumes credits without manual intervention. You can learn more about conditional runs in our Clay University lesson on AI formulas and conditional runs.
Sources: Leadmagic integration overview | Documentation | Clay University Apify integration | Documentation | Clay University RocketReach integration overview | Documentation | Clay University
kushagra t.
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ah for the inbound flow, you can use a webhook table which will receive the data whenever the form fill happens - either the form builder should allow for the webhook url or you can use zapier/make/n8 to push the web form data to the clay webhook table once the data is in clay you can follow the previous steps i mentioned to run the enrichments on auto pilot then there actually is a native google sheet enrichment that you can use to update things in a sheet by adding rows without using zapier (depends on how you want to push/use the data in sheets)
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To set up an inbound flow using a webhook table in Clay: 1. Create a webhook table: Click "+ Create New" and select "Import data from Webhook" under "Other". 2. Copy the generated webhook URL. 3. In your form builder (e.g., Typeform), find the webhook integration option and paste the Clay webhook URL. 4. Configure enrichments in Clay: • Add desired enrichments (e.g., Find People, Email Waterfall) • Use conditional formulas to run enrichments based on specific conditions • Enable auto-update for relevant columns 5. When a form is submitted, data will automatically flow into Clay and trigger the configured enrichments. This setup allows for real-time lead enrichment as soon as form data is received.
Sources: Import Data to Clay Using Webhooks Intro to Typeforms, Webhooks, and Inbound Lead Sources [Automated Inbound] - Clay University Intro to Typeforms, Webhooks, and Inbound Lead Sources [Automated Inbound] - Clay University
Jonathan M.
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Would this be to same if I wanted to input the data from Pipedrive or would the flow be different/
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The process for inputting data from Pipedrive would be different. Instead of using a webhook table, you'd use our Pipedrive integration. Here's how: 1. Connect your Pipedrive account to Clay (via OAuth in Settings > Connections). 2. Use Pipedrive actions in Clay to interact with your data: • "Lookup Person" or "Lookup Organization" to find existing data • "Create Person" or "Create Organization" to add new data • "Update Person" or "Update Organization" to modify existing data These actions allow you to sync data between Clay and Pipedrive, automating your workflow. Remember, the Pipedrive integration is available on our Pro plan and above.
Sources: Pipedrive integration overview | Documentation | Clay University Pipedrive integration overview | Documentation | Clay University
kushagra t.
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what data would you like to input from pipedrive, is it part of the inbound form fill workflow or is it importing contacts from pipedrive to clay to perform some downstream actions - say enrichment? the latter would be a different flow
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Yes, the process for importing contacts from Pipedrive to Clay for downstream actions like enrichment would differ from the inbound form fill workflow. Here's how: 1. Connect Pipedrive: First, you'll need to connect your Pipedrive account to Clay via OAuth in Settings > Connections. 2. Import data: Use Clay's CRM import feature to pull in your Pipedrive contacts. This forms a crucial first step in many data-driven workflows. 3. Enrichment: Once imported, you can set up enrichment actions on your Pipedrive data within Clay. 4. Automation: You can create workflows to automatically enrich and update your imported Pipedrive contacts. This process allows you to leverage your existing Pipedrive data for advanced operations in Clay, unlike the real-time processing of inbound form fills.
Sources: Import from CRM [Clay 101] - Clay University Import from CRM [Clay 101] - Clay University Pipedrive integration overview | Documentation | Clay University
Jonathan M.
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kushagra t. it would be importing data from a new Pipedrive deal, using that data to enrich the person and company and then use that info to generate a research document in Google docs
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To import data from a new Pipedrive deal, enrich it, and generate a research document in Google Docs: 1. Connect Pipedrive to Clay via OAuth in Settings > Connections. 2. Use Clay's Pipedrive integration to import deal data: • Use "Lookup Person" or "Lookup Organization" actions to find existing data. • Use "Create Person" or "Create Organization" for new data. 3. Set up enrichment actions in Clay to enhance the imported data. 4. Create a Google Doc template for your research document. 5. Use Zapier to automate the process: • Set up a Zap triggered by new or updated rows in your Clay table. • Configure the Zap to create a new Google Doc using your template. • Populate the doc with enriched data from Clay. This workflow automates the process from Pipedrive import to research document creation.
Sources: Update Person with Pipedrive Claybooks: Automate account research summaries to Google Docs | Clay.com Pipedrive integration overview | Documentation | Clay University Pipedrive integration overview | Documentation | Clay University
kushagra t.
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ah so whenever a new pipedrive deal is created bring it to clay and enrich the details then create a google doc? yeah in that case a webhook table can work too clay actually has the direct import option for hubspot and salesforce i think that comes in handy, not sure if that's available for pipedrive
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Clay doesn't have a direct import option for Pipedrive like it does for HubSpot and Salesforce. However, we do have a Pipedrive integration that allows you to sync data between Clay and Pipedrive. You can connect your Pipedrive account to Clay via OAuth in Settings > Connections. Once connected, you can use actions like "Lookup Person," "Create Person," or "Update Person" to interact with your Pipedrive data within Clay. If you need further assistance with this, please request human support by clicking on "Talk to a person."
Sources: Import from CRM [Clay 101] - Clay University Pipedrive integration overview | Documentation | Clay University Hubspot integration overview | Documentation | Clay University