I am using the loxo / clay integration. Clay seem to only update email addresses back into Loxo as "personal" I want "work" emails updating for client accounts. how do i do this?
We don't have a specific setting to automatically update "work" emails instead of "personal" ones in the Loxo integration. However, you can use the "Update Person" action in Loxo to manually update email addresses for client accounts. To do this: 1. Use the "Update Person" action in the Loxo integration. 2. Provide the Person ID of the client account you want to update. 3. In the "Email Address" field, input the work email you want to use. This process allows you to update email addresses on a case-by-case basis, ensuring you're using work emails for client accounts. Is there a specific reason you need to update multiple client accounts with work emails, or are you looking to do this for individual accounts?
Thank you, I understand this and I am using this process for updating candidates. the challenge is that when updating clients, work email addys are being placed back into Loxo at "personal" i need to fix this
Unfortunately, we don't have a specific setting to automatically categorize emails as "work" in the Loxo integration. However, you can use the "Update Person" action in Loxo to manually set email addresses as work emails for client accounts. Here's how: 1. Use the "Update Person" action in the Loxo integration. 2. Provide the Person ID of the client account you want to update. 3. In the "Email Address" field, input the work email you want to use. This process allows you to update email addresses on a case-by-case basis, ensuring you're using work emails for client accounts. If you need to update multiple accounts, you'll need to repeat this process for each one. If you need further assistance or have a large number of accounts to update, please request human support by clicking on "Talk to a person" in this chat.
Is that what you were looking for?
yes, a human
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Any update?
Hi Dan, thanks for reaching out. Taking a look at this now!
I don't see any pushes to loxo set up in this table, it seems like you're just looking up people with the find person action. Can you share the url to a table where you've set up the update or of the lead to push email data and the mapping issue is happening?
I removed it as it was redundant for that table
The mapping issue is that the integration does not make a distinction between a "personal or work" email address
added back in