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Hi, has anyone used Close CRM with Clay?
Hi, has anyone used Close CRM with Clay?
Yes, Close CRM can be used with Clay. We offer an integration that allows you to connect Close CRM to our platform. This integration enables several actions, including: 1. Importing contacts from Close 2. Creating and updating leads in Close 3. Creating and updating contacts in Close 4. Looking up objects in Close 5. Subscribing to sequences in Close To set up the integration, you'll need to: 1. Go to the Settings page in Clay 2. Navigate to Connections 3. Click "+ Add Connection" and select Close 4. Enter your Close API key and name your account This integration can help streamline your workflow by allowing you to pull in key records from Close for enrichment, segmentation, and automation in Clay.
I did. What do you want to achieve, close is natively integrated with clay
Our native integration with Close CRM offers several powerful capabilities: 1. Create and update contacts and leads in Close directly from Clay. 2. Import contacts from Close into Clay for further enrichment and analysis. 3. Lookup specific lead or contact objects in Close from within Clay. 4. Subscribe Close contacts to predefined sequences using Clay's automation. 5. Update contact and lead information in Close using Clay's data enrichment features. These actions allow for seamless data flow between Clay and Close, enhancing your CRM workflows and enabling more efficient contact management and lead nurturing.
Louie··Muhammad S. if I add the contacts from clay to close, and if I have a column in clay for personalized message/email, can I use that in close or how do I call those variables in close?
You can use the personalized messages or emails from your Clay table when creating or updating contacts in Close. Here's how: 1. In Clay, ensure you have a column with your personalized messages. 2. Use the "Create Contact" or "Update Contact" action in Clay to send data to Close. 3. When mapping fields in the action setup, you can include your personalized message column from Clay. 4. In Close, you'll need to have a custom field set up to receive this data. Map your Clay column to this custom field in Close. 5. Once synced, you can use this custom field in Close for personalized communication. Remember to use our "write to table" feature to keep your Clay data updated with any changes made in Close.
Louie you have to create custom contact fields in close and store the custom messages in those fields
To create custom contact fields in Close for storing personalized messages from Clay: 1. In Close, set up custom fields for your contacts to receive the personalized data. 2. In Clay, use the "Create Contact" or "Update Contact" action when sending data to Close. 3. When mapping fields in the action setup, include your personalized message column from Clay. 4. Map your Clay column to the corresponding custom field in Close. 5. Use our "write to table" feature to keep your Clay data updated with any changes made in Close. This way, you can use the custom fields in Close for personalized communication based on the data from Clay.