Clay + Salespanel
Create records in Clay whenever new qualified leads emerge in Salespanel
Stay on top of your sales process with this efficient workflow. When a lead qualifies for a segment in Salespanel, it initiates a task to create a record in the Clay app's table. This streamlining process eliminates manual data entry, allowing more time for proactive sales strategies. Utilizing this system boosts productivity and ensures consistent record-keeping for all qualified leads.
Stay on top of your sales process with this efficient workflow. When a lead qualifies for a segment in Salespanel, it initiates a task to create a record in the Clay app's table. This streamlining process eliminates manual data entry, allowing more time for proactive sales strategies. Utilizing this system boosts productivity and ensures consistent record-keeping for all qualified leads.
- When this happens...Lead Qualified for a Segment
Triggers when a lead qualifies for a segment.
- automatically do this!Create Record in Table
Creates a new record in a table.
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SegmentRequired
Try ItSegmentRequired
Try ItLead Score Updated
Triggers when lead score of a lead is updated.
Try ItVisitor IdentifierRequired
CategoryRequired
LabelRequired
Activity Identifier
Metadata
Create a New Lead Automatically
Lead Identified
Triggers when a lead is identified.
Try ItExport Visitor
Triggers when you click the "Push to Zapier" button for a person or a visiting company lead in Salespanel.
Try ItVisiting Company Identified
Triggers when a new opportunity is identified.
Try ItVisitor IdentifierRequired
Visitor AttributesRequired
Create a New Lead Automatically
