Home
Events
Groups
Members

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
04 FT Job Opps

Community Guidelines

Powered by Tightknit

Using Clay for Tracking CRM Field Changes: Possible Solutions

·

·

Hi, does anyone know if it is possible to use clay to track changes on a field in CRM for example each time close date changes, could it update in a clay table so we have an audit trail?

Using Clay for Tracking CRM Field Changes: Possible Solutions | Clay

1 comment

· Sorted by Oldest

Loading comments

Clay
APP
·
·
Clay can track CRM changes and maintain audit trails through automated workflows. You can set up Clay to monitor specific fields and trigger updates when changes occur. Clay creates closed-loop systems that continuously update your CRM with the latest information without manual intervention. The platform supports automated refresh strategies that can track any crucial data point you need to keep current. For Close CRM specifically, Clay offers Update Lead and Update Contact actions that can automatically modify existing records using data from Clay. You can configure these actions to run automatically when new data is added to your Clay table. Clay maintains a 2-way sync with your CRM, allowing you to set up enrichments that auto-sync back to your CRM. This enables you to create comprehensive audit trails by capturing field changes and storing them in Clay tables for historical tracking.
Sources: Why good CRM data matters—and how Clay helps - The GTM with Clay Blog Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Close x Clay integration | Clay.com Update Lead with Close Close integration overview | Documentation | Clay University FAQ | Clay.com