Transferring Positive Leads from Smartlead to Clay for Enrichment | Clay

Transferring Positive Leads from Smartlead to Clay for Enrichment

I’m currently sending leads from clay to smartlead for an email campaign. When a lead replies positively, I want to send them back to clay into a new table and make sure that I’m able to enrich that contact with all the same info that I previsouly collected about them and their company in another clay table. How do I do that?

4 comments

Channeled
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To send leads with positive replies from Smartlead back to Clay and enrich them with previously collected information, you can follow these steps: 1. Use Smartlead's "Lookup Lead in Campaign" integration to find the leads that have responded positively. 2. Create a new table in Clay to store these positive leads. 3. Use Clay's "write to table" feature to add the positive leads to your new table. 4. To enrich these leads with previously collected information, you can use Clay's data manipulation features to merge or join the new table with your existing table containing the original enrichment data. 5. If needed, you can use the "Update Lead in Campaign" action in Clay to update the lead information in Smartlead as well. This process will allow you to maintain the enriched data for your positive leads in a new Clay table while preserving the original information.
Sources: Smartlead integration overview | Documentation | Clay University Smartlead.ai x Clay integration | Clay.com Smartlead integration overview | Documentation | Clay University
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Summiya B.
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Add a New Table for Positive Replies Create a new table in Clay to store leads who replied positively. Use "Lookup Lead in Campaign" In your new table, click on "Add Enrichment" → Search for "Lookup Lead in Campaign." Choose your Smartlead campaign as the source. Use email or LinkedIn URL to match leads. Retrieve Their Information Select all the fields you want to bring back (Company Name, Job Title, LinkedIn, etc.). Click Save & Test to check if it’s working.
Channeled
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To create a new table for leads with positive replies and enrich them with previously collected information, follow these steps: 1. Create a new table in Clay for storing positive leads. 2. In the new table, click on "Add Enrichment" and search for "Lookup Lead in Campaign." 3. Choose your Smartlead campaign as the source and use email or LinkedIn URL to match leads. 4. Select all the fields you want to bring back (e.g., Company Name, Job Title, LinkedIn). 5. Use our "write to table" feature to add the positive leads to your new table. 6. To enrich with previously collected information, you can use Clay's data manipulation features to merge or join the new table with your existing table containing the original enrichment data. 7. Click "Save & Test" to verify if the setup is working correctly. This process will allow you to maintain enriched data for your positive leads in the new Clay table while preserving the original information.
Sources: Push Data To Your Email Sequencer [Automated Outbound] - Clay University Claybooks: Score Typeform submissions and personalize an outbound follow up | Clay.com