Clay Icon

Issues with Lookup Object in Close CRM via Clay

Β·
Β·

I am trying to use "Lookup object" in close crm via Clay but it is returning no lead found every single time even though ik that is not true

  • Avatar of Channeled
    Channeled
    APP
    Β·
    Β·

    The "Lookup object" feature in Close CRM via Clay requires a correctly constructed query to find leads or contacts. If it always returns "no lead found," it's likely due to the query not matching any records. Make sure you: ** Select the correct Close account. ** Specify the correct object type (Lead or Contact). * Use the Visual Query Builder to build your query, then paste the output into the query field and adjust it to use your Clay variables. If your query is too restrictive or not formatted properly, it may not return results even if leads exist. Double-check your query structure and variables to ensure they match the data in your Close CRM instance. If you need further help, you can request human assistance by asking to talk to a person in this chat.