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Integrating Gmail Emails into a Clay Table for Automatic Updates
Can I integrate my gmail emails into a clay table? I.e., as emails come into my inbox, include the body text into the table?
Can I integrate my gmail emails into a clay table? I.e., as emails come into my inbox, include the body text into the table?
While we have integrations with email sequencing tools and Google Sheets, we don't currently have a direct integration to automatically import incoming Gmail emails into Clay tables.You can work with your Gmail data in Clay through Google Sheets as an intermediate step:1. Set up the Google Sheets integration in Clay by: • Going to Settings > Connections • Clicking "+ Add Connection" • Selecting and authenticating your Google account 2. Once connected, you can: • Import rows from Google Sheets as a source • Add rows to sheets • Look up and update rowsFor email-related workflows, we primarily focus on outbound email sequencing with tools like Instantly, SmartLead, Outreach.io, SalesLoft, and LemList. Sources: Push Data To Your Email Sequencer [Clay 101] - Clay University Google Sheets integration overview | Clay University
ok - if I sign up for an annual contract with clay, do the credits rollover?
With an annual plan, you'll receive all your credits upfront and can use them however and whenever you'd like throughout the year. As a bonus, annual plans come with a 10% discount. Sources: FAQ | Clay.com Credit Rollover Monthly vs. Annual Plans Compare plans, features & costs | Clay.com
do the credits reset after a year (i.e., any unused credits go away?)
With an annual plan, you receive all your credits upfront and can use them however and whenever you'd like throughout the year - they don't reset or disappear during that time. You have the flexibility to use your annual credits at your own pace across the year. Sources: Do credits roll over? - FAQ | Clay.com Credit Rollover Monthly vs. Annual Plans
how can i ensure that people don't manually add leads in salesforce? can i create a form that integrates with clay?
You can set up an automated inbound lead enrichment process using webhooks to ensure leads are properly enriched before entering Salesforce. Here's how:1. Create a form that submits data through webhooks 2. Set up Clay to automatically enrich the inbound leads with comprehensive data like: • Contact emails • Company size • Location • IndustryThe enriched data will then be automatically pushed to Salesforce for lead scoring and prioritization. This ensures consistent data quality and prevents manual entry issues.For a detailed walkthrough of this setup, you can check out Clay University's lesson on inbound enrichment at: https://www.clay.com/university/lesson/intro-to-typeforms-webhooks-and-inbound-lead-sources-automated-inbound Source: Salesforce integration overview | Clay University
is there a way to automatically create multiple rows based on a list of data that comes into a record?
Yes, you can use the "Lookup Multiple Rows" action to create multiple rows based on matching data. This feature allows you to find and retrieve multiple matching records based on specified criteria.For example, if you want to create multiple rows based on company data, you can scan a column for matching values like company domain, name, or LinkedIn URL, and retrieve all corresponding records. This works both within the same table or across different tables. Source: Lookup Multiple Rows in Other Table with Clay
if I run a work email waterfall enrichment, and select "only mark safe send emails as valid", will i need to use clay credits on the columns that find emails that are not "valid"?
When running an email waterfall, you'll still use credits for finding emails even if they don't pass the validation check. The waterfall process continues running even after finding an email if it fails the validation check. This is because each email found needs to go through the validation process to determine if it meets your "safe to send" criteria.When using Clay-managed validation services, you'll be charged 1 credit per enriched cell, regardless of whether the email is ultimately marked as valid or invalid. This validation process helps ensure you're working with the highest quality data possible. Sources: Enrich People (Waterfalls) [Automated Inbound] - Clay University Enrich People (Waterfalls) [Clay 101] - Clay University Enrichley integration overview | Clay University
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