Connect Clay to Your CRM and email sequencing tool
Export contacts from Clay to your CRM or Email Sequencing Tool.
The last step of the Clay flow is to export your enrich contacts to the CRM or email sequencing tool of your choice. Since your contacts have now been prepared for outreach, it’s time to start securing those sales!
There are two methods one can use in Clay to export their contacts, and the method used depends on what CRM you have. This video is meant for you if you have Hubspot, Salesforce, Pipedrive, Close, Outreach, Customer.io, Lemlist, Instantly, or Salesloft.
In this video, Matthew goes through the super easy process of exporting your leads to third party outreach tools. Here’s how to do it:
Step 1. Go to “Send Data” on the top right of your Clay table.
Step 2. Find the CRM you use and select the integration associated with the task you want to complete. Most of our integrations involve adding, editing, or looking up records in a CRM.
Step 3. If you haven’t already, connect your CRM using an API key and then select where in the CRM you want to make the export.
Step 4. From there, you’ll likely have to map out each part of your lead into their respective columns within the CRM.
Step 5. Save your changes, run the integration, and your desired outcome will happen automatically!
If you don’t have any of the CRMs we mentioned in the beginning of this video, check out the next video in this series for how to connect non-native CRMs to Clay. We hope this helps, and happy prospecting ⛏