Linking clay to non-native CRMs

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

Matthew Quan
2 min.
Overview

If your CRM was not listed in the last video for native CRMs, not to worry! We have a way of connecting non-native CRMs that is just as effective and fast. For this, you’ll need Zapier so we can use it to connect Clay, Webhooks, and your CRM. Here’s how to do it:

Step 1: Go to Zapier and start a new Zap with the trigger being “Webhooks by Zapier”. Set the other app as your CRM. For the Webhooks event, select “Catch Hook”.

Step 2: Once you test the trigger, Zapier is going to generate a link. Copy the link and go back to Clay.

Step 3: Once you’re back in Clay, go to our “HTTP API” integration.

Step 4: Under “Method”, type “POST”, and set the endpoint to the link you copied in step 2.

Step 5: The “Body” section is where you’re going to type the information that you’d like transferred. Here is an example syntax for this section:

{”email”;”[put your email column here]”;”name”;”[put your name column here]”}

You’ll want to do this for every column you intend on transferring. After you’re done, save changes, run the integration, and check to make sure your Zap ran correctly.

We hope this helps, feel free to reach out if you have any further questions, and happy prospecting!

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