CRM and Sales tools
Clay
5 min
with the clay app in {{product name}} , you can create records in your clay account requirements to use the clay app in {{product name}} , you must have a paid clay account for subscription information, refer to the https //www clay com/pricing connect clay and {{product name}} to get started, you must first obtain a webhook url from your clay account, allowing the two services to communicate to set up the webhook in {{product name}} , you must /#obtain your webhook url in clay /#set up a clay webhook obtain your webhook url in clay to obtain the webhook url log in to your clay account click + new and create a new workbook from the add a source section in the left sidebar, add webhooks as either an existing or new source for more information, refer to the https //www clay com/university/guide/webhook integration guide copy the url value and store it in a safe place optional click +add auth token > create to create an authentication token for your wehbook copy the generated authentication token value and store it in a safe place you'll use these values in the webhook url and authentication token connection fields in {{product name}} set up a clay webhook to set up the webhook log in to your {{product name}} account, add a create a record in table module to your {{scenario singular lowercase}} in the webhook url field, enter the webhook url copied from your clay account in the authentication token field , enter the key you copied from your clay account if authorization is enabled in the data field, enter the rows with the column name and value that you want to send to clay if a column name is duplicated, the most recent value will be used click save your webhook is now set up when you run the {{scenario singular lowercase}} , the data you entered will be sent to clay templates you can look for clay templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} clay resources https //www clay com/university/guide/http api integration overview