1.Catch incoming message payloads
Integrate Webhooks by Zapier and message parsing to extract payload fields and route each request to Clay lookup decisions.
Create and approve contact records from incoming messages
Automatically catch incoming message payloads across Webhooks by Zapier and Clay. Automatically create and update approved contact lookup records when message payloads arrive, action identifiers are set, or matching identifiers are foundβso you can route and enrich outreach without manual data cleanup.
How this automation approves your contact records
When incoming message payloads arrive, inconsistent contact data can slow outreach and break routing. This automation routes action identifiers, finds existing contacts, updates approval status, and creates new lookup rowsβso your team can use consistent prospects data without manual reconciliation.
Webhooks by Zapieror swap with your favorite app
2.Route by action identifier
Integrate Paths by Zapier and routing rules to branch add actions versus load more sets and continue only for qualifying records.
Paths by Zapieror swap with your favorite app
3.Find record in contact table
Integrate Clay and lookup tables to map source identifiers to a search query and find an existing contact row.
Clayor swap with your favorite app
4.Update approved contact record
Integrate Clay and CRM fields to update contact values, set status to approved, and append message snippets to notes.
5.Create approved contact record
Integrate Clay and contact mapping to create a new row when no match exists and set status to approved or pending.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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