Integrating Instantly with Clay for Streamlined Outreach

Joe S. · 2024-09-27 20:58:32.570615+00

It looks like a lot of ppl have been using RB2B to import website visitors to clay and then do outreach from there. We use instantly for cold email outreach and they have a website visitor tracker as well. Is it possible to bring those contacts into clay, compare them against our existing customer base, divide them into categories, and then reach out if they fit certain filters? I'd rather have one website tracker with Instantly instead of adding in RB2B to the mix as well for simplicity sake. Open for feedback and suggestions here.

Integrating Instantly with Clay for Streamlined Outreach | Clay

6 comments

· Sorted by Oldest

Arturo O.
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Great question, Joe! I'll let others share their thoughts here on how they're approaching it. If instantly has the option to send those results to a webhook, that's how you can import them into Clay. In that table, you can then run a Lookup to check if they exist in your database (CRM, spreadsheet, or sequencer) to then conditionally enrich and categorize them, if needed, based on if they're found or not. This may be a bit more of a surface level explanation but guessing you have specific criteria in mind to configure into the logic, but formulas will help a lot. [App: Article Inserter]
Oleg T.
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Yes, Instantly has the direct webhook now, but it’s on paid website visitors plan
Channeled
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Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
Daniela D.
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Hey Joe! Thanks for the reply. Got it, that means you'll need to first upgrade your plan on Instantly to that tier. Once that is done, you can set up the webhook import using this guide: - https://help.instantly.ai/en/articles/6261906-how-to-use-webhooks - https://docs.clay.com/en/articles/9730014-import-data-to-clay-using-webhooks - 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 I also reccomend checking with Instantly support to confirm any additional steps needed to push website visitor data to another platform. Let me know if you have any questions!
Channeled
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
Channeled
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Hi Joe S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: