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Automated Messaging Campaign Issues: Zapier, Crunchbase, and Claygent Help

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Hey everybody! I have two questions. this is related to creating automated, personalized messaging campaigns. the first is an issue with a Crunchbase to Clay zap not properly running

  • I have a crunchbase to Clay zap set up. every time a company is added to saved search i have in crunchbase (recently funded), it's *supposed to automatically push to Clay

  • however -- the push is not automatic. instead, I have to go into Zapier and hit "run" and then the new company is added to the clay table. what gives?

secondly

  • once the recently funded company is pushed to Clay, i have specific Claygent research that's conducted on the company, and then the goal is to create a personalized email based on that research the Claygent is conducting.

  • i have very specific parameters of how i want the email to sound/ feel, and the level of personalization included in the email

  • what's the most cost-effective, but successful way to do this? not sure if i should push the company to an apollo list first, or what

  • Avatar of Channeled
    Channeled
    APP
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    👋 Hey there! Our support team has got your message - we'll be back in touch soon. If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!

  • Avatar of Channeled
    Channeled
    APP
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    This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

  • Avatar of Andy S.
    Andy S.
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    i'd like it to still sync to slack FWIW