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Set up your first integration
Quickly connect Leadinfo to Clay with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Leadinfo with Clay - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Bot" from Leadinfo.
Add your action
An action happens after the trigger—such as "Create Record in Table" in Clay.
You’re connected!
Zapier seamlessly connects Leadinfo and Clay, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- LeadbotRequired
- ComponentRequired
Try ItTriggerInstant- Share
Triggers when a company is manually shared in the Inbox
Try ItTriggerInstant - Skipped
ActionWrite- Find Row in Table
Find a row in a table.
ActionSearch
- Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Try ItTriggerInstant - Trigger
Triggers when a configured trigger inside Leadinfo is matched
Try ItTriggerInstant - Skipped
ActionWrite- Find Select Option ID for Table Field
Finds a Select Option ID by its text value
ActionSearch
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Practical ways you can use Leadinfo and Clay
Track user engagement from website interactions
Zapier can help IT teams by automatically fetching website visitor details logged in Leadinfo and tracking it in a Clay table. This offers a streamlined way to monitor user interactions, helping IT departments optimize web performance and identify tech issues. With less time spent on manual logging, attention can instead be directed to improving user experience.
ITLog new website visitors to an internal tracking sheet
When a company visits your website (logged in Leadinfo), Zapier can automatically create a record in a Clay table. This workflow helps marketing teams monitor website traffic seamlessly and track companies that have shown interest, boosting lead generation efficiency. The automation eliminates manual data entry and ensures the sales pipeline is filled with valuable insights.
Marketing & Marketing OpsMonitor collaboration tool adoption rates
When a visitor who may be a potential client interacts with your Leadinfo Lead Gen Form, Zapier can log a record in a Clay table to track initial interest and use trends. Project managers can use this data to analyze potential collaboration tech adoption, ensuring effective project resource allocation.
Project Management