Exploring Make.com Integration Options for Enhanced Functionality
Im assuming it would have something to do with a make.com integration or whatnot but I am not sure
Im assuming it would have something to do with a make.com integration or whatnot but I am not sure
To integrate a URL into your Clay account, you have a few options: 1. Webhook Integration: You can set up a webhook as a data source. Add webhooks as a new or existing source, then copy and paste the provided URL or cURL into your destination application. 2. HTTP API Integration: Use the HTTP API integration to interact with external URLs. Select the appropriate HTTP method (GET, POST, PUT, DELETE), define the API endpoint URL, and configure any necessary parameters or headers. 3. Add Integration Account: For specific integrations, go to your profile settings, select the Connections tab, click "Add Connection," and choose the desired integration. Configure it using an API key or SSO, then name and set it as the default if needed.Choose the method that best fits your specific URL integration needs and follow the steps provided in our documentation. Sources: Webhook integration guide | Documentation | Clay University HTTP API integration overview | Documentation | Clay University Managing integration accounts | Documentation | Clay University
You can setup automations in your crm or use a thrid party tool like make.com or zapier or n8n Process: The workflow will trigger based on the lead status in your CRM. Whenever it is marked as interested in your CRM, it will trigger a webhook and you can catch that webhook within clay table and then build a table on top of it. Matthew T.
To set up automations that trigger a webhook in Clay when a lead status is marked as interested in your CRM, you can follow these steps: 1. In Clay, create a new webhook table or use an existing one. 2. Copy the generated webhook URL from Clay. 3. In your CRM or third-party automation tool (like make.com, Zapier, or n8n), set up a new automation or workflow. 4. Configure the trigger to activate when a lead status changes to "interested" in your CRM. 5. Add an action to send data to a webhook, and paste the Clay webhook URL you copied earlier. 6. Map the relevant lead data fields from your CRM to the webhook payload. 7. Test the automation to ensure data flows correctly into your Clay table when a lead is marked as interested.This setup will automatically push data to Clay whenever a lead's status changes, allowing you to build workflows on top of it. Sources: Import Data to Clay Using Webhooks Intro to Typeforms, Webhooks, and Inbound Lead Sources [Automated Inbound] - Clay University Zapier x Clay integration | Clay.com
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