Issue with Custom Template: Save Button Greyed Out After Mapping Fields | Clay

Issue with Custom Template: Save Button Greyed Out After Mapping Fields

Cant seem to kick off a custom template after I mapped all the fields. The Save button is still greyed out. Thoughts? https://app.clay.com/workspaces/460716/workbooks/wb_rKYX35fJoVBX/tables/t_WsZTiUvZsQ2x/views/gv_mbFZyd7b44wZ

7 comments

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I apologize, but I don't have specific information about why the Save button is greyed out in your situation. However, I can provide some general guidance on using templates and field mapping in Clay. When working with templates, it's important to ensure that all required fields are properly mapped and that the field types in Clay match those in your destination system (e.g., your CRM). This includes choosing between existing fields and custom fields, and making sure the data types are compatible. If you've mapped all the fields but the Save button is still greyed out, there might be an issue with the data compatibility or a required field that hasn't been properly configured. To help troubleshoot this issue, could you please provide more details about the specific template you're using and the types of fields you've mapped? This information will help me better understand your situation and provide more targeted assistance.
Sources: Salesforce integration overview | Documentation | Clay University Enrichments | Documentation | Clay University
Justin T.
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Template is called Zoom Events2. all the fields are mapped but still unable to Save
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I apologize, but I don't have specific information about the Zoom Events2 template or why the Save button is greyed out in your situation. However, I can provide some general guidance on field mapping in Clay. When setting up integrations, it's crucial to ensure that all required fields are properly mapped and that the field types in Clay match those in your destination system. This includes choosing between existing fields and custom fields, and making sure the data types are compatible. If you've mapped all the fields but the Save button is still greyed out, there might be an issue with data compatibility or a required field that hasn't been properly configured. If you need further assistance with this specific template, please request human support by clicking on "Talk to a person" in the chat. They'll be able to investigate your particular case in more detail.
Source: Hubspot integration overview | Documentation | Clay University
Justin T.
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Not really, would love help troubleshooting
Justin T.
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https://app.clay.com/workspaces/460716/workbooks/wb_rKYX35fJoVBX/tables/t_WsZTiUvZsQ2x/views/gv_mbFZyd7b44wZ
Smit V.
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Hi Justin, thank you for reaching out! It’s interesting that the option remains greyed out even after you’ve selected all the required fields. When I tried to replicate the issue, I found that filling in the two optional fields allowed me to save the template. This suggests those fields might actually be set as required in the current setup.
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For now, I recommend selecting dummy values for those optional fields to get your template working. Once you’ve submitted your template, try creating a new one where those two columns are definitely set as optional. If you still get prompted to fill them in, please let me know, that could be a bug, and we’ll investigate further. I hope this helps! Let me know if you have any other questions :)
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