Assistance Needed: Integrating HeyReach with Clay for Lead Messaging | Clay

Assistance Needed: Integrating HeyReach with Clay for Lead Messaging

Hi everyone! I'm using HeyReach to contact my leads from Clay. The problem I'm having right now is retrieving each user's last status and sending back to HeyReach a personalized message generated by Clay based on other inputs. Has anyone donene something like that? If not, what do you recommend?

3 comments

Bo (.
·
·
You can achieve this by using Clay’s lookup function and HeyReach’s webhook. Here’s how to set it up: 1. Create a new webhook table in Clay: This table will store the data sent by HeyReach. Here's a video showing a few automations you can set up in Clay (webhook example in the first few minutes of this video): https://youtu.be/yw5paDolwTQ?feature=shared 2. Add the webhook URL from Clay to HeyReach: Set up HeyReach to send user status updates to this webhook. https://howitzer.notion.site/HeyReach-Webhooks-Documentation-400c53b3aa8743d085937419bccfe276 3. Receive the data in Clay: When HeyReach sends the data, it will be stored in the webhook table you created. 4. Run a Clay lookup in the webhook table: Use Clay’s lookup feature to check the last status of each user in this table. https://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85?sid=c8b78c32-9bc1-4501-8124-d6c70d2218cf 5. Generate personalized messages based on other inputs: After the lookup, use those inputs and generate the personalized message. https://www.clay.com/university/category/ai-research-writing Once that’s done, you can send the message back to HeyReach Let me know if you’d like further details on any part of the process!
1
Julian R.
·
·
Awesome, thanks!
Channeled
APP
·
·
Hi Julian R.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: