Clay + RevBoss integrations
Create records in Clay table when new prospect events occur in RevBoss
This workflow activates when a Prospect Event occurs in RevBoss, leading to the creation of a new record in the Clay app. Enhance your efficiency and keep your database updated with this seamless process. It's an ideal automation solution for sales professionals seeking to track prospective clients in a more organized and effective manner.
- When this happens...Prospect EventTriggers when a Prospect completes a specified event.
- automatically do this!Create Record in TableCreates a new record in a table.
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More things you can do with RevBoss and Clay
Discover other triggers and actions you can use with RevBoss and Clay
- Event_typeRequired
- Flow
Try ItTriggerInstant- EmailRequired
- Suppression_typeRequired
- Title
ActionWrite- Skipped
ActionWrite- Find Select Option ID for Table Field
Finds a Select Option ID by its text value
ActionSearch
- EmailRequired
- SegmentRequired
- Company_domain
- First_name
- Last_name
- Middle_name
- Nickname
- Linkedin_url
- Job_title
- Phone_number
- City
- State
- Country
- Company_name
- Company_linkedin_url
- Company_size
- Company_industry
- Company_location
- Company_linkedin_id
- Company_phone_number
- Company_city
- Company_state
- Company_country
- Company_keywords
- Company_annual_revenue
- Company_seo_description
- Company_number_of_retail_locations
- Company_technologies
ActionWrite- Skipped
ActionWrite- Find Row in Table
Find a row in a table.
ActionSearch - Find User
Finds a user in a Workspace by email, name, or id
ActionSearch
Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.
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