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Integrating Smartlead with Clay and Slack for Lead Management

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Hi! How can I integrate a Smartlead --> Clay --> Slack workflow. When I get a positive meeting request in smartlead, it puts the lead in a workflow in clay wich enriches for their mobile phone number, then it sends a mesage to slack with the number & contact information.

Integrating Smartlead with Clay and Slack for Lead Management | Clay

8 comments

· Sorted by Oldest

Muhammad
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Setup a webhook that triggers whenever the status of a lead changes to Meeting booked <> catch that hook in clay <> enrich with mobile number <> send the details to a slack channel with the details of the lead for follow up
Tommy Gregory
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Pls can you record loom?
Tommy Gregory
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This would be superful
Muhammad
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You can huddle me and I can guide you.
Tommy Gregory
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Oooooo I don't speak enlgish.
Tommy Gregory
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Por favour loom.
Bo (Clay)
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Hey! I understand you want to create a workflow to automatically enrich and notify about positive meeting requests. Let me help you set this up step by step. 1. Create your webhook table in Clay - Go to new table - Get your webhook URL 2. Configure Smartlead - Add the Clay webhook URL to your Smartlead settings - Set it to trigger on positive meeting requests 3. Set up your Clay enrichment flow - Add phone number enrichment - Configure data processing 4. Connect Slack integration - Set up the notification format - Include phone and contact details Would you like me to help you configure any specific part of this workflow? I'm here to ensure your lead data flows smoothly from Smartlead to Slack
Channeled
APP
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