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Linking clay to non-native CRMs

Linking clay to non-native CRMs

Guide to linking non-native CRMs to Clay via Zapier.

Matthew Quan
2 min.
Overview

Integrating Clay with Unsupported CRMs via Zapier

This step-by-step guide walks you through the process of connecting Clay with a CRM that's not currently supported using Zapier. If your CRM is not listed among the built-in integrations in Clay, don't worry. By leveraging Zapier, you can easily bridge this gap.

Step 1: Prepare Your Data in Clay
Start with your information in Clay that you want to import into your CRM. This data could range from names, emails, to LinkedIn profiles, depending on what's relevant for your CRM records.

Step 2: Set Up the API Integration in Clay
Next, in Clay, select the API integration option. The goal here is to push the data from Clay to Zapier, which will subsequently pull this data into your CRM.

Step 3: Set Up a Webhook in Zapier
Go to Zapier and set the trigger event to 'Webhooks by Zapier' and select 'Catch Hook'. The webhook will act as a receiver, waiting for the data from Clay to arrive. After setting this up, Zapier will provide a unique webhook URL. Copy this URL.

Step 4: Link Zapier and Clay
Return to Clay's API integration setup and paste the copied webhook URL from Zapier into the endpoint field. Then, specify the body. Here, you should match the data attributes in Clay (like 'email' and 'name') with their corresponding columns. Make sure to click 'Save Changes' after setting this up.

Step 5: Run the Integration
Now, run the integration. If successful, you'll receive a 200 status code. If you encounter any error, you might need to adjust the rate limit settings. Once this is done, run the integration again.

Step 6: Test the Trigger in Zapier
Go back to Zapier and test the trigger to see if it has received the data from Clay. If successful, the test should display the data pushed from Clay.

Step 7: Connect Your CRM in Zapier
Now, choose your CRM from the list of apps available in Zapier. For this demonstration, let's use 'SugarCRM'. Set the action event to 'Create Record'.

Step 8: Map the Data to Your CRM
Once you've connected your CRM account and set up the event, the final step is to map the incoming information from Zapier to your CRM. This completes the integration process.

In just a few minutes, you've now successfully connected your CRM to Clay using Zapier, even if it's not directly supported in Clay.

Key Takeaways

Remember: Zapier connects with over 5,000 apps. Therefore, your CRM is highly likely to be supported by Zapier.

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