How to Sync Clay for Immediate Contact Updates and Notes

Brittany L. · 2024-01-23T17:48:11.092Z

Hi all! How can I sync Clay to reflect new recent contacts i've added? Is there an SLA? I'd like to get my contacts added immediately after meeting them so that I can add notes when they're fresh in my mind!

How to Sync Clay for Immediate Contact Updates and Notes | Clay

11 comments

· Sorted by Oldest

Clay Team
APP
·
·
Hey, thanks for reaching out, sorry for the delay!
Clay Team
APP
·
·
QQ, do these contacts get created in or added to a database before or after a meeting? If so, you could potentially import them either through some of our integrations or webhooks if we don't have the tools yet in Clay. Then, you can further enrich or ask chatGPT to add the notes if you have a takeaway or transcript you send over with the import. Or manually add these notes in as needed; there should be a created column that could let you know when the record was imported, or the webhook itself may include that too.
Clay Team
APP
·
·
Let me know if that was it!
Brittany L.
·
·
Thanks so much for getting back to me Arturo!!
Brittany L.
·
·
I've been using the iOS application, not the web app. So I haven't been using the integrations but it sounds like that could be helpful
Brittany L.
·
·
I'm not quite sure how to get started with the web app, any resources on where to begin?
Brittany L.
·
·
To take a step back, I'm a bit confused about the correlation between the iOS Clay app and app.clay.com. Are my personal contacts that I integrated into the iOS app (from contacts, email, LinkedIn, etc) available on my account on app.clay.com?
Clay Team
APP
·
·
Ah! any chance you're using Clay.earth instead? We're actually Clay.com and don't have an app, it's just our site version so there must be some confusion here lol. No worries! :)If it helps clarify what we do, here’s three of the most helpful resources we often send on getting started in Clay: • This quick demo video answers most of the questions we see from customers going 0 to 1 • This B2B prospecting guide is a whole resource on the Clay philosophy of outbound • This AI for sales guide is a resource specifically focused on AI in ClayWe also have a lot of other custom content and videos at https://www.clay.com/learn
Brittany L.
·
·
Omg!! That explains my confusion 😂 So there's no connection between clay.com and clay.earth?
Brittany L.
·
·
So grateful you cleared that up – I thought I was going crazy 😂
😁2
Clay Team
APP
·
·
Haha, no worries! Glad we were able to figure it out too! :D

Clay Team
APP
·
·
Hey, thanks for reaching out, sorry for the delay!
Clay Team
APP
·
·
QQ, do these contacts get created in or added to a database before or after a meeting? If so, you could potentially import them either through some of our integrations or webhooks if we don't have the tools yet in Clay. Then, you can further enrich or ask chatGPT to add the notes if you have a takeaway or transcript you send over with the import. Or manually add these notes in as needed; there should be a created column that could let you know when the record was imported, or the webhook itself may include that too.
Clay Team
APP
·
·
Let me know if that was it!
Brittany L.
·
·
Thanks so much for getting back to me Arturo!!
Brittany L.
·
·
I've been using the iOS application, not the web app. So I haven't been using the integrations but it sounds like that could be helpful
Brittany L.
·
·
I'm not quite sure how to get started with the web app, any resources on where to begin?
Brittany L.
·
·
To take a step back, I'm a bit confused about the correlation between the iOS Clay app and app.clay.com. Are my personal contacts that I integrated into the iOS app (from contacts, email, LinkedIn, etc) available on my account on app.clay.com?
Clay Team
APP
·
·
Ah! any chance you're using Clay.earth instead? We're actually Clay.com and don't have an app, it's just our site version so there must be some confusion here lol. No worries! :)If it helps clarify what we do, here’s three of the most helpful resources we often send on getting started in Clay: • This quick demo video answers most of the questions we see from customers going 0 to 1 • This B2B prospecting guide is a whole resource on the Clay philosophy of outbound • This AI for sales guide is a resource specifically focused on AI in ClayWe also have a lot of other custom content and videos at https://www.clay.com/learn
Brittany L.
·
·
Omg!! That explains my confusion 😂 So there's no connection between clay.com and clay.earth?
Brittany L.
·
·
So grateful you cleared that up – I thought I was going crazy 😂
😁2
Clay Team
APP
·
·
Haha, no worries! Glad we were able to figure it out too! :D