I asked this in another channel but it might be better suited here. Does anyone know if I am able to reference a column as a conditional statement within a clay table into a sales engagement tool? ie. Outreach
Yes, you can use conditional statements in Clay tables and integrate them with sales engagement workflows. Conditional statements can be used to control which data gets sent to your sales engagement tool based on specific criteria.Here's how it works: 1. You can create conditional statements using columns in your Clay table to filter or qualify leads. For example:
โข Filter based on lead scoring
โข Check for valid contact information
โข Qualify based on company criteria
2. For sales engagement specifically, you can use conditional runs to:
โข Add leads to sequences based on specific criteria (e.g., lead_score > 80 AND industry == "SaaS"
)
โข Filter prospects before sending them to your engagement tool
โข Control which data points get syncedRemember to properly handle cases where data might be missing or invalid to prevent errors in your workflow.
Sources:
Conditional statements | Documentation | Clay University
Conditional runs | Documentation | Clay University