📖 Table of Contents

✏️ Lesson Objectives

By the end of this lesson you will learn how to…

1. Send your data back to your CRM (Hubspot/Salesforce)
2. Hand off your data to your email sequencer (Smartlead.ai/Outreach)
3. Export your enriched Clay data via CSV

📜 Exporting data: The last piece of the puzzle

Now that you’ve built up an enriched table, it’s time to put everything together!

For 90% of people, that means syncing data to your CRM and/or email sequencing tool of choice. The vast majority of Clay customers use Salesforce (SFDC) and/or Hubspot for their CRM, and Smartlead, Instantly, or Outreach for email sequencing.

These different tools to send your data out are relatively straightforward, but might require some attention to detail to make sure everything is lined up!

Let’s walk through an example of how to pull in a list of contacts, and then update fields from those contacts using Clay.

<aside> 👉 For this lesson, feel free to just check out the tutorial relevant to your integration and skip the rest

</aside>

👥 CRM Integrations

In Clay, we have a few main ways to interact with the CRM

Lookup Company/Person/Object

Create Company/Person/Object

Update Company/Person/Object

Order of operations matter here because the standard best practice when adding external data to your CRM is to first lookup whether or not that data already exists by some unique primary identifier.

For companies it could be domain or LinkedIn profile url. For contacts, it could be email or LinkedIn profile url.

All of these practices ensure that you are not creating new objects with unfamiliar contacts (you can prevent this by looking a record up earlier in your workflow to make sure the contact is relevant).

Then, if the value exists, conditionally update or create records accordingly, and bring your CRM to the unified, up to date dream state.