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Update Existing Leads Instantly in Clay While Pushing New Leads
is there a way to update the existing lead in instantly from clay while pushing the lead?
is there a way to update the existing lead in instantly from clay while pushing the lead?
Yes, you can update existing leads in Clay using the "Update Lead in Campaign" action. Here's how: 1. Select the "Update Lead in Campaign" action 2. Specify the Campaign ID and Lead ID of the lead you want to update 3. Input the lead's email and update any default fields as needed 4. Add any custom fields you want to update (like personalized lines or custom snippets) 5. Enable Auto-update in the run settings to ensure instant updatesNote: If you're running trigger campaigns, make sure to turn Auto-update on for the changes to take effect immediately. Sources: Smartlead integration overview | Documentation | Clay University Update Lead in Campaign with Smartlead.ai
unable to find the update lead in campaign in instantly integration
The "Update Lead in Campaign" action is not available in the Instantly integration with Clay. The only available actions for the Instantly integration are: 1. Add Lead to Campaign 2. Get or Search for Leads 3. Verify EmailTo modify lead information, you'll need to use the "Add Lead to Campaign" action. Before using this integration, make sure you have: 1. Added your Instantly API key to Clay 2. Set up an existing campaign in Instantly (as campaigns cannot be created directly within Clay) Sources: Instantly x Clay integration | Clay.com Instantly integration overview | Documentation | Clay University
i added a lead to an instantly campaign from clay already, i want to update the same lead
Unfortunately, there is no direct "Update Lead" action available in the Clay-Instantly integration. The only available actions for Instantly are: 1. Add Lead to Campaign 2. Get or Search for Leads 3. Verify EmailTo update a lead's information, you'll need to use the "Add Lead to Campaign" action again with the updated information. When you add a lead with the same email address to an existing campaign, Instantly will handle the update on their end.Make sure you have: ** Your Instantly API key connected to Clay ** The correct Campaign ID * Auto-update enabled in the run settings if you're using trigger campaigns Sources: Instantly integration overview | Documentation | Clay University Instantly x Clay integration | Clay.com
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