1.Receives contact synced payload
Integrate Wiza and lead capture tools to receive new prospect contact fields and extract email, name, company, title, phone, and domain.
Create lead records from prospecting contacts into table
Automatically monitor contact synced events from Wiza across Clay and Zapier data tools. Create and update when new contacts sync, email fields populate, or existing records matchβso you can create lead records, normalize contact fields, and prevent duplicates without manual data cleanup.
How this automation standardizes your lead records
When new prospecting contacts sync, scattered entries can slow outreach and create duplicate records. This automation receives contact payloads, finds and filters duplicates, then normalizes fields and creates or updates lead records in Clayβso your team can act fast.
Wizaor swap with your favorite app
2.Looks up record by email
Integrate Clay and data lookup tools to find existing table records using email and map source fields to contact fields.
Clayor swap with your favorite app
3.Skips matched duplicates
Integrate Filter by Zapier to continue only when the Clay lookup shows no matching table entry, preventing duplicates.
Filter by Zapieror swap with your favorite app
4.Normalizes fields and formatting
Integrate Formatter by Zapier and data normalization tools to standardize phone numbers and format name and company fields.
Formatter by Zapieror swap with your favorite app
5.Creates lead record in table
Integrate Clay and lead routing tools to create a new table record with contact fields, ownership or queue, and a source tag.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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