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?
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What software you using to connect over phone?
Hi Derek, thanks for reaching out. This is an interesting use case, taking a look at this now.
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!
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.
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!
It sent me back this error. I followed the loom instructuctions
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
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