Filtering CRM Leads by Existing Fields: A Quick Guide

Mark Fershteyn · 2025-02-04 21:34:22.161153+00

Hey sorry if this is a dumb question, but when I import a CRM list of leads, I only see 5 column rows. How do I filter based on existing CRM fields (title, persona, etc) instead of having to enrich it from another source?

Filtering CRM Leads by Existing Fields: A Quick Guide | Clay

5 comments

· Sorted by Oldest

Channeled
APP
·
·
When importing CRM data into Clay, you can filter your data using existing CRM fields through these steps: 1. Select your CRM account in Clay 2. Specify the Object Type you want to import (e.g., Leads, Contacts) 3. Use the Filter Objects option to define which fields you want to filter by (like title or persona) 4. Enter your filter values directly or reference data from other columnsYou can use either existing fields that are already in your CRM (like "Contact Name", "Lead Status", title, or persona) without needing to create new ones. This allows your Clay data to fit seamlessly into your current setup. Sources: Microsoft Dynamics 365 CRM integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Channeled
APP
·
·
Is that what you were looking for?
Channeled
APP
·
·
Looks like you're still looking for help. If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Bo (Clay)
·
·
Hey Mark, no such thing as a dumb question—glad you're here! Can you send over the table URL? That way, I can take a quick look. Typically, the data is stored inside the object, and you can access it by clicking on a row and hovering over the values to add them as columns. You can also reference specific fields directly using the forward slash (/) in any tool. Check outthis video - it walks through how to use clay and is super helpful. Let me know if you need more guidance! https://downloads.intercomcdn.com/i/o/w28k1kwz/1347419411/65baf32e1d2a789ffba395c6d35c/CleanShot+2025-01-22+at+_42I1FzxXHf%402x.png?expires=1738707300&signature=bb12f07a3b00e32fbfe7d1d2108975b34454729372059f0815f7699ae3dc76d8&req=dSMjEc1%2FlIVeWPMW1HO4zVws4pkwDVOrgvYjA82bedCqXw%3D%3D%0A
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.

Channeled
APP
·
·
When importing CRM data into Clay, you can filter your data using existing CRM fields through these steps: 1. Select your CRM account in Clay 2. Specify the Object Type you want to import (e.g., Leads, Contacts) 3. Use the Filter Objects option to define which fields you want to filter by (like title or persona) 4. Enter your filter values directly or reference data from other columnsYou can use either existing fields that are already in your CRM (like "Contact Name", "Lead Status", title, or persona) without needing to create new ones. This allows your Clay data to fit seamlessly into your current setup. Sources: Microsoft Dynamics 365 CRM integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Channeled
APP
·
·
Is that what you were looking for?
Channeled
APP
·
·
Looks like you're still looking for help. If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Bo (Clay)
·
·
Hey Mark, no such thing as a dumb question—glad you're here! Can you send over the table URL? That way, I can take a quick look. Typically, the data is stored inside the object, and you can access it by clicking on a row and hovering over the values to add them as columns. You can also reference specific fields directly using the forward slash (/) in any tool. Check outthis video - it walks through how to use clay and is super helpful. Let me know if you need more guidance! https://downloads.intercomcdn.com/i/o/w28k1kwz/1347419411/65baf32e1d2a789ffba395c6d35c/CleanShot+2025-01-22+at+_42I1FzxXHf%402x.png?expires=1738707300&signature=bb12f07a3b00e32fbfe7d1d2108975b34454729372059f0815f7699ae3dc76d8&req=dSMjEc1%2FlIVeWPMW1HO4zVws4pkwDVOrgvYjA82bedCqXw%3D%3D%0A
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.