Mapping Personalized Messages from Clay to Salesforce Campaigns

Channeled Does anyone know how to map a personalized message in Clay (written by Claygent) into something that Salesforce can send out in a unique way to each person in a Salesforce campaign?

3 comments

Channeled
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Here's how you can send personalized messages from Clay to Salesforce: 1. First, use Clay's AI integration (Claygent) to draft your personalized messages based on your table's research data. 2. Once you have your personalized messages ready, you can: • Send the messages directly to your Salesforce CRM • Use Salesforce's own automations to handle the email sending 3. For implementation: • Create custom fields in your setup that match between Clay and Salesforce • Map these fields to the corresponding columns in your Clay table containing the AI-generated content • Ensure all variables are properly mapped for seamless transmission For example, you can create conditional snippets based on company segments to further personalize your messages for different audience groups within your Salesforce campaign.
Sources: FAQ | Clay.com Example Salesforce workflows Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University
Corey P.
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https://app.clay.com/workspaces/315108/workbooks/wb_7btqvZTbeZ4o/tables/t_pBx9oUYpPwyQ/views/gv_SHpAmyYaXjpx
Channeled
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