Home
Events
Groups
Members

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
04 FT Job Opps
Gtm Career Advice
Member Spotlight

Community Guidelines

Powered by Tightknit

Trigger Automation to Remove Prospect from Smart Lead Campaign

·

·

If I connect with a propespect over the phone I want to trigger an automation that removes a prospect from a smart lead campaign. How do I configure this?

Trigger Automation to Remove Prospect from Smart Lead Campaign | Clay

10 comments

· Sorted by Oldest

Channeled
APP
·
·
👋 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.
·
·
What software you using to connect over phone?
Bruno R.
·
·
Hi Derek, thanks for reaching out. This is an interesting use case, taking a look at this now.
Bruno R.
·
·
There’s an action that allows you to remove leads from a Smartlead campaign, which you can run conditionally using the AI formula feature. https://downloads.intercomcdn.com/i/o/w28k1kwz/1229219984/9a62ca4aa646ec696ea0cc06e49b/CleanShot%2B2024-10-25%2Bat%2B14_08_27.png?expires=1729881900&signature=d992ef2d357fa4a7226ed023a75d756292f4dc2f7026393826f26902c7a188ee&req=dSIlH8t%2FlIhXXfMW1HO4zeG6lUOGc1zp5QgWiZEYzvhGZDQRkEMgQt6uWnud%0AKIAf%0A The key question is: where is your contact history currently stored? You’ll likely need to query your cold-calling software via our HTTP API using the specific phone number or contact information. Here are a few resources that should help with connecting through HTTP API in Clay: Quick video on how HTTP API works: https://www.loom.com/share/114ff06973bd4ed7985b32fa031be867 - Bonus! troubleshooting example of failed body parse issues: https://www.loom.com/share/678e4c40e8c14894a6cd53948176e434 This data can then be used to trigger the Smartlead action. I hope this was helpful. If there's anything else I can assist you with, please let me know!
Derek S.
·
·
I just go down the list and call, if I connect with somebody, I will then check the box. When the box is checked, I want the "remove from sequence" automation to trigger. I couldn't figure out how to set up the run condition.
Bruno R.
·
·
I see, thanks for the added context Derek - just recorded this quick video to show you how you'd set this up: https://www.loom.com/share/752a8f9bd0f442d6915424d8aaba3ed1?sid=1b96f881-0af6-4492-9ede-94bc3e1bf028 I hope this was helpful. If there's anything else I can assist you with, please let me know!
Derek S.
·
·
Loading attachments
Derek S.
·
·
It sent me back this error. I followed the loom instructuctions
Bruno R.
·
·
Do you mind sending the link to the table so we can take a look? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1729883700&signature=d62ba4c2dd21c22febe823794d4da12b54eb6c42179d76b4de7df5bafeadaf0b&req=dSEgF85%2FmohWX%2FMW1HO4zYTywCL0DpQR2BKsam%2FhVPtErA%3D%3D%0A
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.