Triggering Stop Sequences for Smartlead, Lemlist, and Heyreach Tools

Clark G. · 2024-10-15 18:09:31.208877+00

Hey, I need to trigger a stop sequence for a few tools (smartlead, lemlist, heyreach) based on a cross reference with an external database. What might be the best way to do this? (edited)

Triggering Stop Sequences for Smartlead, Lemlist, and Heyreach Tools | Clay

Channeled
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). 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!
Muhammad S.
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n8n.io
Bruno R.
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Hi Clark, thanks for reaching out! Could you clarify the specific conditions you're aiming to set up to prevent sequences from running with the tools you've mentioned? Clay offers several native lookup integrations that can help you easily retrieve records based on specific attributes across CRMs, Clay tables, or other databases where your leads may be stored. It would be helpful if you could provide some additional context on where your leads are currently being stored to guide you better.
Clark G.
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i believe supabase
Clark G.
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but we could probably do a CSV
Bruno R.
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I believe that Supabase is built on top of Postgres, database which you will be able to query for specific identifiers with out "Postgres Lookup Row" integration column: https://downloads.intercomcdn.com/i/o/w28k1kwz/1217118377/61c0480207f82278e450c656592c/CleanShot+2024-10-15+at+14_50_39%402x.png?expires=1729020600&signature=ac46cc4322d75caf92bde56c61cc252a9c2b69b5a22bfabd98c63ffbe680eab2&req=dSImEch%2FlYJYXvMW1HO4zez69X2iz3A0BQ8U4GIDSh7PzpLm1cLJKcUu%2FtIJ%0ATB60%0A By retrieving information on specific leads, you can conditionally run your sequencers. Watch this video to see how to set it up using our AI formulas feature: https://www.loom.com/share/36fc465117464d81832d6d8668dec95e?sid=e7bc68ca-7a40-4420-8394-e5e4038465d0 I hope this was helpful. If there's anything else I can assist you with, please let me know!
Clark G.
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Gotcha, the conditional run isn't the issue, it's stopping a sequence once it has started in smartlead or lemlist or Heyreach
Bruno R.
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Are you pushing your leads to all three of those tools simultaneously? Just trying to better understand the logic behind your data orchestration processes here so I can help you find a solution which suits your specific use-case best.
Clark G.
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Yep
Clark G.
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Conditionally of course
Clark G.
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Bruno R.
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You can implement the logic outlined in your flowchart using a basic clay table, applying the same conditional logic through the AI formulas feature I explained in the video above. If you run into any specific questions as you work through the implementation, feel free to reach out. We integrate with Findymail, Leadmagic, Heyreach, and Lemlist, so you should be able to complete all the steps in your process based on the instructions I’ve already provided.
Clark G.
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Yep, I've already got the workflow ready in clay, I just need to be able to take people out of the sequence when they book a call
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Bruno R.
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Got it! What system are you currently using to book your client meetings?
Clark G.
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Website is built on webflow and it's often actually not booking a call but just entering information in a form that triggers the workflow so I believe it's just a standard webflow form

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