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Creating a Conditional Clay Table for CRM Lead Management
hey can someone give me some insight on how I would create a clay table that only runs for a specific lead upon being marked as interested within my crm?
To create a Clay table that only runs for a specific lead when marked as interested in your CRM, you can use conditional runs. Here's how:1. Set up your Clay table with the desired enrichment columns. 2. For each enrichment column, go to "Run Settings." 3. In the "Only run if" box, add a conditional formula. 4. Use the "Use AI" button to help create a formula like: {{crm_status}} == "Interested"This ensures the enrichment only runs when the lead's status in your CRM is marked as "Interested." You can adjust the formula based on how your CRM data is integrated with Clay. Sources: Guide: Ways to save Clay credits | Documentation | Clay University Conditional runs | Documentation | Clay University Leadmagic integration overview | Documentation | Clay University
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Jacob T.··Matthew T. I think you'd probably want to use a webhook for this, to push the lead to Clay once the property changes.
To create a Clay table that runs for a specific lead when marked as interested in your CRM, using a webhook is indeed the best approach. Here's how you can set it up:1. In Clay, create a new table and add a webhook source by clicking "Import Data from Webhook". Copy the generated webhook URL. 2. In your CRM, set up a webhook that triggers when a lead's status changes to "Interested". Configure it to send data to the Clay webhook URL. 3. In your CRM's webhook setup, map the relevant lead data fields to the parameters in Clay's webhook URL. 4. In Clay, use conditional runs to process the data only when the lead is marked as interested. Set up a condition like
{{crm_status}} == "Interested"for each enrichment column.This setup ensures that data is pushed to Clay in real-time when a lead becomes interested, and Clay processes it accordingly. Sources: Guide: Integrate with JustCall using webhooks Intro to Typeforms, Webhooks, and Inbound Lead Sources [Automated Inbound] - Clay University Conditional runs | Documentation | Clay University