Clay + Lead Forensics
Create records in Clay table for each new visit trigger in Lead Forensics
Turn your Lead Forensics visit data into actionable insights by instantly creating records in the Clay app. As soon as a new visit is detected in Lead Forensics, this workflow generates a record in the Clay Table. This process helps to streamline your data management and allows you to easily keep track of your visits, ensuring that no valuable lead falls through the cracks.
Turn your Lead Forensics visit data into actionable insights by instantly creating records in the Clay app. As soon as a new visit is detected in Lead Forensics, this workflow generates a record in the Clay Table. This process helps to streamline your data management and allows you to easily keep track of your visits, ensuring that no valuable lead falls through the cracks.
- When this happens...New Trigger Visit
Triggers when a new visit that meets a trigger report is completed.
- automatically do this!Create Record in Table
Creates a new record in a table.
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New Contact
Triggers when a new Contact is added to the Lead Forensics portal.
Try ItTrigger Report IDRequired
Try ItSkipped
Find Select Option ID for Table Field
Finds a Select Option ID by its text value
New Visit
Triggers when a new Visit completes.
Try ItSkipped
Find Row in Table
Find a row in a table.
Find User
Finds a user in a Workspace by email, name, or id