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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.

  • Avatar of Muhammad S.
    Muhammad S.
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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

  • Avatar of Tommy G.
    Tommy G.
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    Pls can you record loom?

  • Avatar of Tommy G.
    Tommy G.
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    This would be superful

  • Avatar of Muhammad S.
    Muhammad S.
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    You can huddle me and I can guide you.

  • Avatar of Tommy G.
    Tommy G.
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    Oooooo I don't speak enlgish.

  • Avatar of Tommy G.
    Tommy G.
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    Por favour loom.

  • Avatar of Bo (.
    Bo (.
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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

  • Avatar of Channeled
    Channeled
    APP
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    Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

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    Channeled
    APP
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    We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

  • Avatar of Channeled
    Channeled
    APP
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    Hi Tommy G.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: