Automating Contact Personalization with Workbooks and Webhooks

I'm looking to create a workbook with the initial table being a primary contact table and a second table being a secondary contact table with additional stakeholders from the first contact table companies. The goal is to generate personalized email and messaging snippets for each initial contact that reference their colleagues. What is the best method to achieve this in an automated fashion? Initial contacts will be populated via a webhook.

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Here's how to set up your automated workbook: 1. Create a new workbook by clicking "+Create New" > "Workbook". 2. Set up your primary contacts table: • Create a webhook to automatically receive your initial contact data • Configure the webhook endpoint to receive your data in JSON format 3. Create your secondary contacts table: • Use Clay's enrichment capabilities to gather additional stakeholder information • Include relevant fields like email addresses, names, and company information 4. For personalized messaging: • Create columns in your tables for custom subject lines and email content • Use AI-generated content to create personalized messages • Set up custom variables to map your personalized contentFor the best results, prepare all your final copy and custom fields before setting up any automation or integration with external tools. Sources: Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University Import Data to Clay Using Webhooks Push Data To Your Email Sequencer [Clay 101] - Clay University Create a Workbook
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