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Understanding Clay's Integration with Outreach and Data Push Mechanics
What is Clay's integration with Outreach like, and how do I push back data from Clay to Outreach?
What is Clay's integration with Outreach like, and how do I push back data from Clay to Outreach?
Our Outreach integration allows you to create, update, and lookup prospects, plus add leads to sequences. Available actions: ** Create Prospect: Add new prospects with contact info and custom fields ** Update Prospect: Modify existing prospect information ** Add to Sequence: Enroll prospects in active Outreach sequences ** Lookup Prospect: Search for existing prospects by email or ID To push data: 1. Add an Outreach enrichment in your Clay table 2. Connect your Outreach account via SSO 3. Select your desired action (Create/Update Prospect) 4. Map fields including custom variables for personalized snippets 5. Configure run settings Custom variables must match exactly what you've set up in Outreach.
I want to know more about updating prospects
To update prospects in Outreach using Clay: Setup Steps: 1. Add an Outreach enrichment to your Clay table 2. Select "Update Prospect" action 3. Connect your Outreach account via authentication Required Information: ** Prospect ID (required to identify which prospect to update) Optional Fields You Can Update: ** Contact info: First name, last name, email(s), phone number(s) ** Company name and title ** Custom fields (custom1, custom2, up to custom150) Key Steps: 1. Enter the prospect ID for identification 2. Map the data fields you want to update 3. Add custom fields for personalized snippets or AI-generated content 4. Configure run settings (auto-update, conditional runs) Important Notes: ** Multiple emails/phone numbers can be added (comma-separated) ** Custom variables must exactly match what's set up in Outreach * New contact info gets added to existing lists rather than replacing them
how do i merge two sheets together
To merge two sheets in Clay, use our "write to table" feature to transfer data between tables, then combine columns using Merge Columns. Steps: 1. Use the Write to Table integration to move data from one table to another 2. Click Add Column > Merge Columns 3. Input your formula to combine the desired columns This lets you transfer data between tables in the same workbook, then merge specific columns as needed.
where do i access Write to Table
To access the write to table feature, click the "Add Enrichment" button in the top right corner of your page. In the search bar that appears, type "Write to Table" and select this integration. You can then map your existing data fields to the corresponding columns in your destination table to transfer the information between sheets.
I want to filter all rows in sheet 1 based on whether column a in sheet 1, has a content in column 1 in sheet 2, is this possible?
Use the "Lookup Multiple Rows in Other Table" enrichment to cross-reference data between sheets: 1. In Sheet 1, add an enrichment column 2. Select "Lookup Multiple Rows in Other Table" 3. Configure: - Table to Search: Sheet 2 - Target Column: Column 1 (from Sheet 2) - Filter Operator: "equal to" - Row Value: Column A (from Sheet 1) This will return matching rows from Sheet 2. Then filter Sheet 1 using the standard filter feature - select rows where the lookup result "is not empty" to show only rows with matches.
To update my prospect in Outreach, it says I need to upgrade my plan. Is there a way to do this without upgrading my plan?
The Update Prospect with Outreach action requires the Explorer+ plan or higher. There's no way to use this specific integration on a lower plan - the plan requirement is built into the feature itself. You'll need to upgrade to Explorer+ to access the Update Prospect functionality with Outreach.
wht about salesforce sandbox integration?
You can test Salesforce enrichments by connecting your sandbox test environment. Go to Settings > Connections > Salesforce Test Env to set it up. Unlike the Outreach integration which requires Explorer+ for certain features, our Salesforce integration (including sandbox) is available across all plan levels - Starter, Explorer, Pro, and Enterprise. The sandbox works the same as the regular Salesforce connection - you can import records, create records, lookup records, update records, and use all other Salesforce actions for testing purposes.
I have set up my salesforce sandbox, how do i push data there from clay
To push data to your Salesforce sandbox, add an enrichment column and select either "Create Record" or "Update Record" action: Create Record: 1. Select your Salesforce sandbox account 2. Choose the object type to create 3. Map Clay table fields to Salesforce object fields 4. Configure run settings Update Record: 1. Select your Salesforce sandbox account 2. Enter the record ID to update 3. Choose the object type 4. Map fields and set "Ignore blank values" preference 5. Configure run settings Access these actions through the Enrichment Panel by clicking "Add Enrichment."
whats the difference between create record and update record for salesforce
Create Record adds new records to Salesforce from your Clay table. You select the object type (Contact, Account, Lead, etc.) and map Clay fields to required Salesforce fields. It outputs a new Record ID and success status. Update Record modifies existing Salesforce records. You need the Record ID of the existing record, select the object type, then map fields to update. It includes an "Ignore blank values" option to prevent overwriting existing data with empty values. Key difference: Create makes new records, Update changes existing ones using their Record ID.
It says I need to upgrade membership to create record in salesforce? you told me this was accessible to all subscription types?
I apologize for the confusion in my previous response. The Create Record with Salesforce action actually requires the Pro+ plan, not all subscription types. All CRM features including Salesforce are enabled under the Pro Plan as the corresponding tier for these features. The Pro Plan includes access to CRM integrations like Salesforce, HubSpot, etc. You'll need to upgrade to Pro+ to access the Create Record functionality with Salesforce.
Is there any integration that I can push data from Clay to (like Outreach or Salesforce) that isn't locked behind a higher tiered membership?
Yes! We integrate with multiple CRMs and outreach tools including HubSpot, Pipedrive, Close, Loxo, Smartlead, Instantly, and Salesloft. You can also use our HTTP API feature to connect to any tool with API access, or use webhooks for custom integrations. Check our full integrations list at clay.com/integrations to see all available options.
No, that doesn't answer my question. I need an integration that isn't locked behind a premium subscription.
Hi Sabrina, thank you for reaching out. In order to send data to a CRM like Salesforce you will require a Pro plan. I am happy to activate this functionality on your end for one month so you can keep exploring this functionality of Clay, but after that a sign-up to a Pro plan would be required.
Let me know if I can activate this functionality for you!