Join the Community

Home
Directory
Events

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
04 FT Job Opps

Community Guidelines

Powered by Tightknit

Issues with Lookup Object in Close CRM via Clay | Clay

Issues with Lookup Object in Close CRM via Clay

·

·

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

1 comment

Channeled
APP
·
·
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.
Sources: Lookup Object with Close Close integration overview | Documentation | Clay University