Confirming Email Logging in Loxo with Smartlead Integration | Clay

Confirming Email Logging in Loxo with Smartlead Integration

Hey team! Quick question. I'm trying to:

1.
Pull in a candidate list from Loxo
2.
Then, add the existing emails from Loxo into the table.
3.
Enrich that list with any missing emails.
4.
Send emails to those people via Smartlead
5.
Log that those emails were sent within Loxo.

My Question: Can you confirm with me if #5 is possible if I run the integrations between Loxo, Clay, and Smartlead, since Smartlead doesn't directly integrate with Loxo? Here's a Brandon Charleson video I'd wanted for inspiration to figure this out: link

5 comments

Channeled
APP
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Based on the information available, it's not possible to directly log emails sent via Smartlead within Loxo using the integrations between Loxo, Clay, and Smartlead. Clay integrates with Smartlead for sending emails, but there's no direct integration between Smartlead and Loxo for logging those sent emails. However, you can use Clay to find activity records in Loxo, including emails, using the "Find Activity with Loxo" action. This might help you keep track of email activities, but it won't automatically log emails sent through Smartlead. To get a more accurate solution for your specific workflow, could you provide more details about why you need to log the emails in Loxo and what kind of information you're looking to track?
Sources: FAQ | Clay.com Smartlead integration overview | Documentation | Clay University Loxo integration overview | Documentation | Clay University
shlok p.
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Is there a way to let Clay push the email sequencing activity through Loxo? Or how would I rotate inboxes?
Channeled
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Clay doesn't directly push email sequencing activity through Loxo. Instead, Clay integrates with email sequencing tools like Smartlead to send emails. For rotating inboxes when sending emails via Smartlead while integrating with Loxo and Clay, you'd need to set this up in Smartlead itself. Clay can push your finalized outreach data to Smartlead, but the inbox rotation would be managed within Smartlead's settings. To set this up: 1. Prepare your data in Clay 2. Push the data to Smartlead using Clay's integration 3. Configure inbox rotation in Smartlead 4. Use Smartlead to send your emails If you need more specific guidance on Smartlead's inbox rotation feature, you may need to consult their documentation or support.
Sources: Push Data To Your Email Sequencer [Clay 101] - Clay University FAQ | Clay.com
shlok p.
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Can I use Clay to update Loxo profiles saying an email sequence has been sent?
Channeled
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Yes, you can use Clay to update Loxo profiles to indicate that an email sequence has been sent. We offer an "Update Person with Loxo" action that allows you to modify existing person records in Loxo using data from Clay. To do this: 1. Use the "Update Person with Loxo" action in Clay. 2. Provide the Person ID (required) from Loxo. 3. Update the "Description" field to include information about the sent email sequence. This action enables automatic updating of contact information in Loxo, helping maintain current and accurate candidate profiles. If you need more specific guidance on setting this up, let me know and I can provide further details.
Sources: Loxo integration overview | Documentation | Clay University Update Person with Loxo Update Person with Loxo | Clay.com