Hey there! š
It sounds like youāre looking to create a personalized campaign in Clay and send it via Salesloft. Youāve already got the contacts and emails ready in Clay and connected it to Salesloft, but youāre having trouble pushing the email subject lines and body over. Letās walk through the process step by step to help you out.
1. Create Custom Fields in Salesloft
To ensure that the email subject lines and body from Clay can be sent to Salesloft, you first need to create custom fields in Salesloft. These fields will store the email details you want to push over.
2. Create or Upsert an Account
If you havenāt already created an account in Salesloft for the contacts, youāll need to do that. You can either:
ā¢ Create an account: Follow these steps
ā¢ Or perform an upsert if youāre unsure whether the account exists: Check the upsert method here
3. Create or Upsert Persons and Parse Email Fields
Once the account is set, youāll need to create persons in Salesloft and make sure the email values (subject, body, etc.) are parsed as custom fields. If youāre unsure if the person already exists, you can:
ā¢ Create a person: Hereās how
ā¢ Or upsert the person: Check this method
4. Create a Salesloft Sequence
After setting up the person and parsing the necessary fields, create a sequence in Salesloft. Then, go back into Clay, and add the person to the cadence using their person ID (returned from the previous steps). Hereās the detailed guide: Add person to cadence.
Youāre almost there! š Let me know if you need any more details, and Iād be happy to assist further.
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