Is there a way to push custom fields (like email text drafted in a Clay column) for each lead through the Outlook integration and into an Outreach sequence? The Outreach "Add to Sequence" integration doesn't seem to allow for passing custom fields like, say, the Smartlead integration does.
Yes, you can push custom fields, including email text drafted in a Clay column, to an Outreach sequence. While the "Add to Sequence" integration doesn't directly support custom fields, you can use Outreach's custom fields to achieve this. Here's how you can do it: 1. In Outreach, reserve specific Prospect custom fields (e.g., custom10 to custom15) for Clay usage. 2. In Clay, use our AI integration to draft personalized email content in your table columns. 3. When setting up the "Add to Sequence" action in Clay, manually map your message columns to the reserved Outreach custom fields. 4. Push the data to Outreach using the integration. Outreach's custom fields fully support HTML and newline characters, so your formatted email content will transfer correctly. This method allows you to send personalized content to Outreach sequences while using Clay's data and AI capabilities.
I don't understand step 3. How do I manually map them? I don't see a place for field mapping
I apologize for the confusion. You're right that there isn't a direct field mapping option in the "Add to Sequence" action for Outreach. Here's how you can manually map Clay columns to Outreach custom fields: 1. In Outreach, reserve specific Prospect custom fields (e.g., custom10 to custom15) for Clay usage. 2. In Clay, when setting up the "Add to Sequence" action, you'll only see options for Prospect ID, Sequence ID, and Mailbox ID. 3. To include custom field data, you'll need to update these fields in Outreach separately, before or after adding prospects to a sequence. For personalized content, you can use Clay's AI to draft emails in table columns, then update Outreach's custom fields with this content using a separate action or API call. If you need more detailed guidance on this process, please ask and I'll be happy to provide further information.
Is there not a native integration with outreach that would allow me to update the record's custom fields? Like an "Update Lead" action or something?
Yes, we have a native integration with Outreach that allows you to update a record's custom fields. It's called the "Update Prospect" action. This action enables you to modify existing prospect information in Outreach directly from Clay, including custom fields. Here's a brief overview of how it works: 1. Select the "Update Prospect" action in Clay. 2. Enter the unique identifying information for the prospect you're updating. 3. Map out the data you want to update, including custom fields. 4. Configure run settings. This integration streamlines the process of keeping your Outreach data up-to-date using information from Clay.
OK, in the Update Prospect action, I don't see any fields for custom(10) or custom(15) in the mapping.
To map and update custom fields like custom10 or custom15 in the "Update Prospect" action for Outreach, you can use the "Custom Fields" input. This is an object where you can specify the custom field names and their values.
Here's how to do it:
1. In the "Update Prospect" action, look for the "Custom Fields" input.
2. Enter your custom fields as key-value pairs, like this: LBKS{ "custom10": "Your value here", "custom15": "Another value here" }LBKSThis method allows you to update any custom field from custom1 to custom150, even if they don't appear in the default field mapping.
If you need more assistance, please ask to speak with a human agent.
Got itl In the Add to sequence action, what is the mailboxID?
The Mailbox ID in the "Add to Sequence" action for Outreach is a unique identifier for the mailbox from which the sequence will be sent. To use it: 1. First, use the "Lookup Mailbox by Email Address" action to find the mailbox ID associated with a specific email address in Outreach. 2. Then, in the "Add to Sequence" action, provide the Mailbox ID along with the Prospect ID and Sequence ID. This ensures that the sequence is sent from the correct mailbox in Outreach. If you need more help, please ask for further assistance.
.png){kind=logo}
