Linking clay to non-native CRMs
Guide to linking non-native CRMs to Clay via Zapier.
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, youâll need Zapier so we can use it to connect Clay, Webhooks, and your CRM. Hereâs how to do it:
Step 1: Go to Zapier and start a new Zap with the trigger being âWebhooks by Zapierâ. Set the other app as your CRM. For the Webhooks event, select âCatch Hookâ.
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 youâre back in Clay, go to our âHTTP APIâ integration.
Step 4: Under âMethodâ, type âPOSTâ, and set the endpoint to the link you copied in step 2.
Step 5: The âBodyâ section is where youâre going to type the information that youâd like transferred. Here is an example syntax for this section:
{âemailâ;â[put your email column here]â;ânameâ;â[put your name column here]â}
Youâll want to do this for every column you intend on transferring. After youâre 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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