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Template Error: Issues Inserting Leads Correctly in Workflow | Clay

Template Error: Issues Inserting Leads Correctly in Workflow

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Hello I have a template that I would like to use, but when I insert leads into the template it makes an error/inserts the leads incorrectly so I cannot use the template. can you help me https://app.clay.com/workspaces/200519/tables/t_732wpBDTq8WA/views/gv_57YjxbV465DC

4 comments

· Sorted by Oldest

Channeled
APP
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💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!
Bruno R.
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Hi Natascha, thanks for reaching out. It looks like you're importing these leads from a CSV. You should be able to map them to existing columns by using our CSV import option. Values are generally automapped, but you can go in and edit where you see fit, and even create new columns if you want. Here's a quick video showing you how you can set this up: https://downloads.intercomcdn.com/i/o/1140209339/6c7d4f2ee958f1e0107802c7/CleanShot+2024-08-09+at+10_31_50.gif?expires=1725644700&signature=3817ecf742f95391660eeba7ee43144ffb96f9f5f367bde0b3493453245a434a&req=dSEjFst%2BlIJcUPMW1HO4zeIEDqDWdY30oF8VUCMMGZgcRQ%3D%3D%0A I hope this was helpful. If there's anything else I can assist you with, please let me know!
Channeled
APP
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
Channeled
APP
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Hi Natascha A.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: