Automating Contact Transfers from Clay to Apollo.io Sequences

Carlos S. · 2024-12-13T13:30:39.747Z

Hello! I want to push my filtered contacts from Clay to and enroll them in sequences automatically

Automating Contact Transfers from Clay to Apollo.io Sequences | Clay

14 comments

· Sorted by Oldest

Channeled
APP
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We support integration with various email sequencing tools including Instantly, SmartLead, Outreach.io, SalesLoft, and LemList. Here's how to set up automated sequence enrollment: 1. First, create your campaign in your sequencing tool 2. In your Clay workspace, add an enrichment for your chosen sequencing tool 3. Configure the enrichment by: • Selecting your campaign • Setting up required fields (at minimum, email address) • Adding any additional fields like first name, last name • Setting up custom variables for personalizationYou can enable auto-update in your Clay table to automatically run this action for new rows. For more specific control, you can use formulas to trigger the sequence enrollment only under certain conditions.For personalization, consider adding custom variables like subject lines and email bodies that will populate from your Clay table columns. This allows for unique content for each contact. Sources: Subscribe to Sequence with Close Close integration overview | Clay University Push Data To Your Email Sequencer [Automated Outbound] - Clay University Push Data To Your Email Sequencer [Clay 101] - Clay University
Channeled
APP
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Carlos S.
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Genius
Carlos S.
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Thank you!
Channeled
APP
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Hi Carlos S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Carlos S.
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Tanvi R. I'm getting an error while running the create contact HTTP API
Channeled
APP
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Carlos S.
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Tanvi R.
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Carlos - Do you mind sending the link to the table so we can take a look? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1734109200&signature=8a76e8e467afcc676033ecee4434b8c7d483ec4c22dc7716acfebd93caf3329a&req=dSEgF85%2FmohWX%2FMW1HO4zYTywS%2F9Bp4U2BKsam%2FhVPsLPg%3D%3D%0A
Carlos S.
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Yup
Carlos S.
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https://app.clay.com/workspaces/430268/workbooks/wb_zMvZRTCAFMHU/tables/t_Q39TCchr44Ri/views/gv_qPQVzwqpN7U9
Tanvi R.
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Hey Carlos, you need to wrap the dynamic text variables in your JSON body in quotes!
Tanvi R.
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We recently made some changes to our HTTP API enrichment column: In JSON, numbers are unquoted to enable arithmetic operations, while strings are quoted to preserve their exact format, including special characters or leading zeros. Quotation marks distinguish text data from numeric values for parsing and accurate data interpretation. In our recent update to the HTTP API enrichment column, we aligned it with standard JSON structuring practices. Here's a video going over these updates as well: https://www.loom.com/share/5eb34faae5574887b26d90d9c68d1440
Channeled
APP
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.

Channeled
APP
·
·
We support integration with various email sequencing tools including Instantly, SmartLead, Outreach.io, SalesLoft, and LemList. Here's how to set up automated sequence enrollment: 1. First, create your campaign in your sequencing tool 2. In your Clay workspace, add an enrichment for your chosen sequencing tool 3. Configure the enrichment by: • Selecting your campaign • Setting up required fields (at minimum, email address) • Adding any additional fields like first name, last name • Setting up custom variables for personalizationYou can enable auto-update in your Clay table to automatically run this action for new rows. For more specific control, you can use formulas to trigger the sequence enrollment only under certain conditions.For personalization, consider adding custom variables like subject lines and email bodies that will populate from your Clay table columns. This allows for unique content for each contact. Sources: Subscribe to Sequence with Close Close integration overview | Clay University Push Data To Your Email Sequencer [Automated Outbound] - Clay University Push Data To Your Email Sequencer [Clay 101] - Clay University
Channeled
APP
·
·
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Carlos S.
·
·
Genius
Carlos S.
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·
Thank you!
Channeled
APP
·
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Hi Carlos S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Carlos S.
·
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Tanvi R. I'm getting an error while running the create contact HTTP API
Channeled
APP
·
·
Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Carlos S.
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Tanvi R.
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Carlos - Do you mind sending the link to the table so we can take a look? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1734109200&signature=8a76e8e467afcc676033ecee4434b8c7d483ec4c22dc7716acfebd93caf3329a&req=dSEgF85%2FmohWX%2FMW1HO4zYTywS%2F9Bp4U2BKsam%2FhVPsLPg%3D%3D%0A
Carlos S.
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Yup
Carlos S.
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https://app.clay.com/workspaces/430268/workbooks/wb_zMvZRTCAFMHU/tables/t_Q39TCchr44Ri/views/gv_qPQVzwqpN7U9
Tanvi R.
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Hey Carlos, you need to wrap the dynamic text variables in your JSON body in quotes!
Tanvi R.
·
·
We recently made some changes to our HTTP API enrichment column: In JSON, numbers are unquoted to enable arithmetic operations, while strings are quoted to preserve their exact format, including special characters or leading zeros. Quotation marks distinguish text data from numeric values for parsing and accurate data interpretation. In our recent update to the HTTP API enrichment column, we aligned it with standard JSON structuring practices. Here's a video going over these updates as well: https://www.loom.com/share/5eb34faae5574887b26d90d9c68d1440
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.