Automating Lead Tracking and Enrichment for Efficient Campaigns | Clay

Automating Lead Tracking and Enrichment for Efficient Campaigns

We use clay for leads gen and enrichment and use instantly to run campaigns. One of the things that we do is track link clicks that are included in the sequences. I need a way to automate those the capturing of link clicks, enrich to find contact numbers and then send those to our team for calling. Any way as efficient as possible. Either Clay somehow captures those or if there is another supported tool that capture the link clicks from instantly and send that data to clay.

20 comments

Clay
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You can set up this automation by: 1. Create a webhook table in Clay to receive link click data from Instantly campaigns 2. Connect Instantly to Clay using the Instantly integration - add an Instantly enrichment to your table to pull in campaign data 3. Use Clay's phone number waterfall to enrich contacts with verified phone numbers 4. Export the enriched data to your team for calling - you can use our "Find verified phone numbers" Claybook template for this workflow If Instantly doesn't support webhooks directly, use Zapier or another API integration tool to connect the platforms.
Sources: Push Data To Your Email Sequencer [Automated Outbound] - Clay University Clay enrichments integration overview | Documentation | Clay University Claybooks: Find verified phone numbers most likely to answer using only an email | Clay.com Custom Signals | Clay.com
Noor S.
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I need help with this, can you help me with a demo video to show you can do this: 1. Create a webhook table in Clay to receive link click data from Instantly campaigns 2. Connect Instantly to Clay using the Instantly integration - add an Instantly enrichment to your table to pull in campaign data
Noor S.
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Noor S.
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???????????????????
Noor S.
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Clay S. I've created webhook table but the webhook is not capturing data
Daniela D.
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Hey Noor! Apologies for the delay. Could you share your table url and a screenshot of your configuration on Instantly (for click data)? We'll review this.
Noor S.
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https://app.clay.com/workspaces/500996/workbooks/wb_0sy5vuiterpxZ6NTuPR/tables/t_0syj0x7zzSe4YpnsPxW/views/gv_0syj0x9CUFb2qExDBS6 I have a series set. but I'm first trying to set this up with series D in the tab of the spreadsheet that says webhook series D or pull in data from a webhook.
Noor S.
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Daniela D. thanks
Noor S.
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I'd really appreciate a solution
Daniela D.
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Hey Noor! Thanks for your patience. The webhook configuration in the table is correct but there seems to be a disconnect with your set up on Instantly. Could you confirm that you followed the steps outlined in this doc?
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Go to your Instantly settings.
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Navigate to Integrations tab. You'll find webhooks in the list.
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Click Add Webhook to make a new connection.
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Enter a destination URL. This is where we will make HTTP POST requests.
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Select the campaign you want to send event notifications from for this webhook.
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Select the event type from within the campaign to send notifications for.
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Click Add Webhook after all three fields are done, and you should be able to see it added to the list where you can add new webhooks or delete existing ones.
https://help.instantly.ai/en/articles/6261906-how-to-use-webhooks
Noor S.
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That's exactly what I've done but it still shows no data
Noor S.
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??
Daniela D.
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Hey Noor! Apologies for the delay. Thanks for confirming. Webhooks not receiving data typically indicates an error on the provider’s end. Could you share a screen recording/video showing your complete set up on Instantly (feel free to send this as a dm or to my email: daniela.debebs@clay.com). That'll help us troubleshoot further. We also recommend reaching out to Instantly support to verify your setup. Their support team should be able to confirm any additional steps needed to push data from Instantly.
Noor S.
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I worked for a little while when I was testing earlier
Noor S.
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now when I'm trying to properly set it up it aint working
Noor S.
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Noor S.
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For same client, I've separate campaigns set up according to personas and strategy so I an trying to gather link click data for all campaigns related to one client, using the same Clay Webhook link in a single table
Noor S.
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Daniela D.
Daniela D.
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Hey Noor! Thanks for sharing✨. The recording doesn't indicate any issues with the webhook configuration. There's likely a step being missed or misconfigured on Instantly. Did you get a chance to check with Instantly's support team to confirm your configuration? The logs should show any errors or failed attempts to send data to Clay. Let us know if they are able to confirm this🙏🏽. Truly sorry for the inconvenience.
Channeled
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