Normalizing RB2B Data for Automatic Formatting in Clay Table

You can use Clay's built-in normalization tools to automatically format your data. Here's how: 1. Go to the enrichment panel and find the "Tools" section 2. Look past the AI options to find pre-built normalization functions 3. Select the appropriate normalization tool for your data type: • Company Names: Removes terms like Inc., LLC with optional case normalization • Phone Numbers: Formats to e164, international, or national formats • Text Whitespace: Ensures consistent spacing • Locations: Standardizes address formatsBy default, new rows in your Clay table will be automatically formatted once you set up the normalization.These data cleaning tools are credit-free since they work by parsing existing data rather than using external providers. Sources: Clay formatters overview | Clay University Data Cleaning + Normalization [Automated Inbound] - Clay University Data Cleaning + Normalization [Automated Outbound] - Clay University

Here's how to import and map your RB2B data columns to your Clay table: 1. Open your Clay table 2. Click Actions > Import 3. Upload your RB2B data file 4. Select "Add to current table" 5. In the mapping stage, you can: • Select which columns you want to add from your RB2B data • Modify column names to match your Clay table format • Delete any unnecessary columns • Rearrange the order of your dataOnce you've mapped your columns appropriately, you can choose to either: ** "Save and run rows" to immediately process the imported data ** Save without running if you want to make additional adjustments first Sources: How to import your CSV into Clay | Clay University Import CSV [Clay 101] - Clay University

Yes, you can set up Google Sheets as a data source for your Clay table to automatically sync your RB2B data. Here's how: 1. First, export your RB2B data to a Google Sheet 2. In Clay, go to the Source panel by: • For new tables: Click "+ Create new" and search for "Google Sheets" • For existing tables: Open your table and select "Actions > Import" 3. Then: • Select your Google Sheets account (or connect one) • Paste your Google Spreadsheet URL • Select the Sheet ID • Map the columns you want to importBy default, new rows in your Google Sheet will automatically sync to your Clay table.Note: You'll need Clay's Starter plan ($149/mo) to use the Google Sheets integration. Sources: Google Sheets integration overview | Clay University Google Sheets [Clay 101] - Clay University

Here's how to set up your RB2B to Clay workflow: 1. Set up the webhook connection: • In Clay, add a new source by clicking "Import Data from Webhook" • Copy the generated webhook URL • Go to RB2B's Integrations > Clay section and click "Set up integration" • Paste your Clay webhook URL 2. The webhook will then: • Automatically receive basic lead information from RB2B • Update your Clay table in real-time whenever new visitors are de-anonymized 3. For lead scoring: • Use Clay's Formula Tool to create a scoring system based on your criteria • Select which data points you want to include in your lead score 4. For enrichment after scoring: • Set up your enrichment waterfall to gather additional data like: • • LinkedIn profiles • • Company information • • Industry details • • Headcount data • Configure your table to only enrich leads that meet your scoring threshold Sources: Intro to Typeforms, Webhooks, and Inbound Lead Sources [Automated Inbound] - Clay University Claybooks: Turn website visitors into warm outbound using Clay, RB2B and Lemlist | Clay.com Lead Scoring [Clay 101] - Clay University Example Salesforce workflows

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To configure where your webhook data goes, you'll need to set up the payload structure. Here's how: 1. Define key-value pairs in the payload section to specify which data goes where. This maps incoming data to specific columns in your Clay table.For example, you can structure your payload like this: ** first_name={{incoming.First Name}} ** last_name={{incoming.Last Name}} ** company={{incoming.Company Name}} ** email={{incoming.Email}}The exact format will depend on your data source, but the principle is the same: map each incoming data field to your desired Clay table column.When setting up the webhook, you can include any data fields from your source that you want to use, formatted as JSON. Make sure to use dynamic column names so that each row gets sent correctly. Sources: Fivetran integration overview | Clay University Connect Clay to Marketo via a webhook | Clay University Guide: How to send your Clay table data to Zapier with HTTP API