Is Lead Rotator in Clay Common for Round Robin?
Is it common for people to build a lead rotator in clay? e.g. round robin to Slack
Is it common for people to build a lead rotator in clay? e.g. round robin to Slack
Yes, round-robin lead distribution is a common use case in Clay! We have a built-in "Distribute Leads Round Robin" enrichment that lets you fairly route leads among your team members. [1]
The main use cases include lead assignment for sales teams to ensure balanced workloads, dynamic team assignments for changing compositions, and territory-based routing. [2] You can use either standard round-robin for even distribution or weighted round-robin to allocate leads based on capacity or experience. [3]
Many teams set up a rep table as their source of truth with fields like rep name, email, status, and weights, then use our round-robin enrichment to automatically assign leads. [4] Once you have the assignments, you can easily send notifications to Slack or integrate with your CRM.
Is that what you were looking for?
If you need any more help with setting up or understanding lead rotation in Clay, please let me know. Would you like to share more about what you're trying to achieve with your lead distribution?
how do I build a connection from Hubspot to Clay, so that form submission leads are immediately sent to the clay table
You can set up real-time lead capture from HubSpot to Clay using webhooks. Here's how:
In Clay:
Click "Import" then "Pull in data from a Webhook"
Copy the webhook URL that Clay generates [1]
In HubSpot:
Go to your HubSpot settings and look for "Integrations", "Exports", or "Connections"
Set up a new webhook and paste your Clay webhook URL [2]
This creates a direct connection so form submissions instantly flow into your Clay table for immediate processing [3].
Alternative option: You can also use Zapier to connect HubSpot form submissions to Clay if you prefer that workflow [4].
The webhook method is ideal for automating lead flow since Clay will start processing the data immediately when it arrives.
Did that answer your question?
If you need any further assistance with setting up the HubSpot to Clay connection or have other questions, I’m here to help. Would you like to provide more details about what you’re trying to accomplish with this integration?
hmmm flesh out the hubspot aspect more
For the HubSpot side, you'll need to set up a webhook in your HubSpot settings. Here's the detailed process:
In HubSpot:
Go to Settings (gear icon in top right)
Navigate to "Integrations" → "Private Apps" or look for "Webhooks"
Create a new webhook subscription
Paste your Clay webhook URL as the target URL
Configure which events trigger the webhook (form submissions, contact updates, etc.)
Set the properties you want sent to Clay
Alternative approaches:
Use HubSpot's workflow tool to trigger webhooks when specific conditions are met
Set up form-specific webhooks if you only want certain forms to send to Clay
Use HubSpot's REST API with Clay's HTTP API if you need more control
What specific HubSpot forms or triggers are you looking to connect?
Is it possible to send form submission events??
Yes! Form submission events can absolutely be sent to Clay via webhooks. When someone submits a form in HubSpot, the webhook will trigger and send that data directly to your Clay table in real-time. [1]
The webhook setup in HubSpot lets you choose which events trigger the data send - form submissions being one of the most common use cases. [4]
Is that what you were looking for?
hmmm Im not seeing forms as an object type for the webhook?
You're right - forms aren't a direct object type in HubSpot's webhook system. Form submissions actually create or update Contact objects in HubSpot. [1]
When someone fills out a form, HubSpot processes it as a contact creation or update event. So you'd set up your webhook to trigger on contact object changes rather than form events specifically. [2]
In HubSpot's webhook settings, look for contact-related triggers like "contact.creation" or "contact.propertyChange" - that's how you'll capture form submissions flowing into Clay. [3]
The available object types in our HubSpot integration are Company, Contact, Deal, and Lead objects.
Is that what you were looking for?