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Integrating AirTable Data Sets for Instantly Campaign: Recommendations on Merging Contacts and Data Sets Efficiently

Avatar of Mike O.Mike O.
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Hey Team, New User here. I’m trying to integrate data sets from AirTable for an Instantly campaign. The options for AirTable seem to support creating/updating records IN Airtable - rather than pulling FROM Airtable. Would you recommend merging my Contacts (CSV File) and Data Set (in Airtable) into a Spreadsheet first - and THEN merging into Clay? I can’t seem to pull the Airtable data set into Clay and merge with my existing contacts….

13 comments

  • Avatar of Mike O.
    Mike O.
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    Thanks - note: you can see both the attempts and syncing Airtable and Instantly.

  • Avatar of Clay T.
    Clay T.
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    Hey there Mike sorry for the delay, taking a look.

  • Avatar of Mike O.
    Mike O.
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    No worries, Luis. Thanks for taking a look

  • Avatar of Clay T.
    Clay T.
    APP
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    So you yes can put your data into a CSV and then upload it into Clay or you can also try using our webhooks and HTTP API to pull and send data from other APIs into Clay. Here is some info on webhooks: https://docs.clay.com/enrichments-and-providers/sources/import-data-from-webhook#2-how-to-set-it-up And this is for HTTP API: https://docs.clay.com/enrichments-and-providers/enrichments/all-providers/http-api

  • Avatar of Mike O.
    Mike O.
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    Thanks, Luis. I really appreciate it... I considered the API - but that seemed a bit clunky for what I needed it for. I didn't consider the Webhook thing...

  • Avatar of Mike O.
    Mike O.
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    Would webhooks allow me to compart a lot of different data points at once?

  • Avatar of Clay T.
    Clay T.
    APP
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    That's a good question let me double check, I'm sure it does since its used to create tables in Clay, but let make sure.

  • Avatar of Mike O.
    Mike O.
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    Thanks, Luis. You are awesome, and I appreciate your help.

  • Avatar of Mike O.
    Mike O.
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    Luis - When you get a quick second, do you think could diagnose this integration issue I'm having with Instantly?

  • Avatar of Mike O.
    Mike O.
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    (Data not feeding between the two)

  • Avatar of Clay T.
    Clay T.
    APP
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    Hey Mike!! Will loop Luis back in soon, we had an increased number of tickets from multiple channels and unfortunately got behind on checking follow-ups. Will get to this soon!

  • Avatar of Mike O.
    Mike O.
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    Hey Arturo - Don't worry about it, dude! I think I figured out a work around for this issue.