Integrating Clay for Outreach Automation: Seeking Workflow Guidance

Darius M. · 2025-02-25 20:01:57.04703+00

Hey Clay community! :wave: I’m working on setting up an outreach automation workflow and need some guidance on integrating Clay. Here’s what I’m trying to accomplish: *Goal:* Send an HTTP request to Clay with company identifiers (name/domain/LinkedIn URL) and receive a webhook response containing all employees at that company. *Ideal Flow:* 1. My system sends request to Clay with company info 2. Clay processes the request and finds all relevant people 3. Clay sends the complete employee data back via webhook Has anyone implemented something similar? I’m particularly interested in: • Best approach for this type of integration • Sample code/implementation details • Potential limitations or gotchas to be aware of • Alternative approaches if this exact flow isn’t possible Any insights would be super helpful! Thanks in advance.

Integrating Clay for Outreach Automation: Seeking Workflow Guidance | Clay

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Channeled
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While Clay doesn't offer a direct HTTP request-to-webhook flow for employee data as described, we can suggest an alternative approach using our existing integrations and features. You can use Clay's native integrations with CRM and outreach tools like Outreach or Salesforce to manage your data flow. For instance, you could set up a workflow that: 1. Imports company data into Clay 2. Enriches this data to find employees 3. Sends the enriched data to your outreach tool To implement this, you'd use Clay's UI to set up the workflow, rather than coding an HTTP request. This approach leverages Clay's strengths in data enrichment and integration with popular outreach tools. Are you currently using any specific CRM or outreach tools that you'd like to integrate with Clay for this workflow?
Sources: Outreach x Clay integration | Clay.com Guide: Integrate with JustCall using webhooks
Darius M.
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Lets say that I have a automation workflow which scrapes data in the internet and sometimes it finds a company identifier. I need this company identifier to be processed automaticly without any manual step in between.
Channeled
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You can set up an automated workflow using Clay's webhook functionality. Here's how: 1. In your Clay table, set up a data source to pull in data from a Webhook. This will create a webhook URL that can receive data from your scraping tool. 2. Configure your scraping tool to send the company identifiers to Clay's webhook URL whenever they're discovered. 3. Once the data is in Clay, you can: • Define your search parameters for company enrichment • Set filters for company type, industry, location, and other relevant criteria • Set record limits to manage credit usage • Enable auto-update for automatic enrichment of new entries The data will automatically flow into your Clay table where you can perform further enrichment and processing without manual intervention.
Sources: Scrape Indeed and send to Clay for enrichment | Clay Find Company overview | Documentation | Clay University
Channeled
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Was that helpful?
Darius M.
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an from there, how can I get the data out again?
Channeled
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You can use our HTTP API integration to push the enriched data back to your application or service. This is the recommended way to programmatically retrieve data from Clay after processing. The HTTP API feature is versatile and can connect to any tool that you have API access to, including various third-party services like: ** 6Sense enrichment & intent data ** G2 intent data ** Zapier workflows ** And other external systems The typical workflow would be: 1. Send input data to Clay via webhooks 2. Let Clay enrich and process the data 3. Use the HTTP API integration to send the processed data back to your desired destination
Source: FAQ | Clay.com
Channeled
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Is that what you were looking for?
Darius M.
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when enriching the company with people, can I save credits filtering people by keywords?
Channeled
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Yes, you can save credits by using two main approaches: 1. Conditional Runs: • Set up conditional formulas in the Run Settings of your enrichment columns • This ensures enrichments only run on rows meeting your specific criteria 2. Filtered Views: • Use filtered views to enrich only the rows you want to see • You'll only be charged credits for the rows in your filtered view that get enriched This strategy helps conserve credits by enriching only the leads that match your specific criteria (like keywords), preventing unnecessary credit usage on irrelevant contacts.
Source: Guide: Ways to save Clay credits | Documentation | Clay University
Channeled
APP
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Was that helpful?
Channeled
APP
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Thank you so much for sharing your feedback Darius M.!
Channeled
APP
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Thank you so much for sharing your feedback Darius M.!

Channeled
APP
·
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While Clay doesn't offer a direct HTTP request-to-webhook flow for employee data as described, we can suggest an alternative approach using our existing integrations and features. You can use Clay's native integrations with CRM and outreach tools like Outreach or Salesforce to manage your data flow. For instance, you could set up a workflow that: 1. Imports company data into Clay 2. Enriches this data to find employees 3. Sends the enriched data to your outreach tool To implement this, you'd use Clay's UI to set up the workflow, rather than coding an HTTP request. This approach leverages Clay's strengths in data enrichment and integration with popular outreach tools. Are you currently using any specific CRM or outreach tools that you'd like to integrate with Clay for this workflow?
Sources: Outreach x Clay integration | Clay.com Guide: Integrate with JustCall using webhooks
Darius M.
·
·
Lets say that I have a automation workflow which scrapes data in the internet and sometimes it finds a company identifier. I need this company identifier to be processed automaticly without any manual step in between.
Channeled
APP
·
·
You can set up an automated workflow using Clay's webhook functionality. Here's how: 1. In your Clay table, set up a data source to pull in data from a Webhook. This will create a webhook URL that can receive data from your scraping tool. 2. Configure your scraping tool to send the company identifiers to Clay's webhook URL whenever they're discovered. 3. Once the data is in Clay, you can: • Define your search parameters for company enrichment • Set filters for company type, industry, location, and other relevant criteria • Set record limits to manage credit usage • Enable auto-update for automatic enrichment of new entries The data will automatically flow into your Clay table where you can perform further enrichment and processing without manual intervention.
Sources: Scrape Indeed and send to Clay for enrichment | Clay Find Company overview | Documentation | Clay University
Channeled
APP
·
·
Was that helpful?
Darius M.
·
·
an from there, how can I get the data out again?
Channeled
APP
·
·
You can use our HTTP API integration to push the enriched data back to your application or service. This is the recommended way to programmatically retrieve data from Clay after processing. The HTTP API feature is versatile and can connect to any tool that you have API access to, including various third-party services like: ** 6Sense enrichment & intent data ** G2 intent data ** Zapier workflows ** And other external systems The typical workflow would be: 1. Send input data to Clay via webhooks 2. Let Clay enrich and process the data 3. Use the HTTP API integration to send the processed data back to your desired destination
Source: FAQ | Clay.com
Channeled
APP
·
·
Is that what you were looking for?
Darius M.
·
·
when enriching the company with people, can I save credits filtering people by keywords?
Channeled
APP
·
·
Yes, you can save credits by using two main approaches: 1. Conditional Runs: • Set up conditional formulas in the Run Settings of your enrichment columns • This ensures enrichments only run on rows meeting your specific criteria 2. Filtered Views: • Use filtered views to enrich only the rows you want to see • You'll only be charged credits for the rows in your filtered view that get enriched This strategy helps conserve credits by enriching only the leads that match your specific criteria (like keywords), preventing unnecessary credit usage on irrelevant contacts.
Source: Guide: Ways to save Clay credits | Documentation | Clay University
Channeled
APP
·
·
Was that helpful?
Channeled
APP
·
·
Thank you so much for sharing your feedback Darius M.!
Channeled
APP
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Thank you so much for sharing your feedback Darius M.!