i use clay + smartleads for my email sequences. I'm looking for the best way to keep track of leads in a centralized place. I would prefer to able to view activity (or at least lead status on whether they are in an existing or previous campaign, whether or not I've reach out to them via email, phone, linkedin or sales navigator) . any thoughts on how best to achieve this?
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Hey Miguel! Thanks for reaching out. Happy to help. Smartlead also has an integration to check lead status and lookup leads in a campaign to confirm if they've already been reached out to or what the contact's current status is. You can set this for tables in your workspace to better track leads. Let me know if this is what you want to achieve. https://downloads.intercomcdn.com/i/o/1178299802/197907c2e8c46974a4c4191c/CleanShot+2024-09-12+at+21_31_11%402x.png?expires=1726174800&signature=09c81830b762ce97b6440ecc149b5b92504471b70aec74f5a3537ad33ea6f717&req=dSEgHst3lIlfW%2FMW1HO4zdXRcLDePeMefoHP6KAYe15XoPuyrzj1aSn8gKBE%0AcQq4%0A
Thanks Daniela, yes I currently do this today - I want to keep better track of all activity, across all channels. Do you know if there's a way to track Linkedin and Sales Navigator activity for each lead as well? An off topic question: what's the difference between tables and workspaces?
Hi Miguel, thanks for reaching out. If you're looking to track specific signals for the linkedin profiles you have associated with your leads you can try to use our track job changes signal feature you can find here: https://downloads.intercomcdn.com/i/o/1179326481/e41e3930e19b2bcbd51343a0/CleanShot+2024-09-13+at+12_52_43%402x.png?expires=1726248600&signature=3fea67b7436758e49b88992ce942959440f0a5183f2dbf93a5b64362129707ca&req=dSEgH8p8m4VXWPMW1HO4zTuQckfnHgHKzrqT3YuW7%2FVzxHmtzNNaiW0gyiph%0AANL1%0A Alternatively, you can try to set up an apify or phantombuster run. Tools like Phantombuster & Apify.com have scrapers that can pull account level data and the results can be imported through the integration. However, both options use your live session cookies which may risk your LI account. Let me know if this helps. I found this actor, for example, which should get the job done for your specific use case. Apify integrates with Clay, so you'll be able to build tables based on Apify actor runs, or trigger actor runs at strategic points in your workflow. Here's how you can set up a Clay table from an Apify actor run: https://downloads.intercomcdn.com/i/o/1136960340/97e4e0aa1500879dbbe57ea0/CleanShot+2024-08-06+at+15_48_57.gif?expires=1726248600&signature=d7574653867087befad7908c1c28f614537480baaa57ff7a3ab6034d2fdc7e41&req=dSEkEMB4nYJbWfMW1HO4zejWag7f7n8BAut9xPamiwAE6w%3D%3D%0A And here's how you can trigger an Apify actor in an active workflow: https://downloads.intercomcdn.com/i/o/1137852576/18ba4740bed56137b073908c/CleanShot+2024-08-07+at+11_15_01.gif?expires=1726248600&signature=48ec806927963b1ee18449bae18eb0cbf79075a99b8dffdd14c6148a76f14706&req=dSEkEcF7n4RYX%2FMW1HO4ze%2BfSm%2BpS%2F%2BQ98ZbnAjuOC9v3A%3D%3D%0A For the trigger-based approach you'll likely have to study the documentation of the specific actor, to see what JSON payload it expects to trigger the run. A workspace is where all your tables are stored. If you're referring to workbooks, these are combinations of various tables that help you build complex workflows while maintaining a clear structure. This structure makes it easy to see the origin of each data point and how different tables interact. For instance, if you start a people search from a company search, a link between these two tables is created. A workspace allows you to seamlessly switch between these connected tables. hope this was helpful. If there's anything else I can assist you with, please let me know!
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
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