CRM and Sales tools

Clay

5min

With the Clay app in , you can create records in your Clay account.

Requirements

To use the Clay app in , you must have a paid Clay account. For subscription information, refer to the Clay pricing page.

Connect Clay and

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 , you must:

Obtain your webhook URL in Clay

To obtain the webhook URL:

1

Log in to your Clay account.

2

Click + New and create a new Workbook.

3

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 Clay Webhook source guide.

4

Copy the URL value and store it in a safe place.

5

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 .

Set up a Clay webhook

To set up the webhook:

1

Log in to your account, add a Create a record in table​ module to your .

2

In the Webhook URL field, enter the webhook URL copied from your Clay account.

3

In the Authentication Token  field, enter the key you copied from your Clay account if authorization is enabled

4

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.

5

Click ​Save​.

Your webhook is now set up. When you run the , the data you entered will be sent to Clay.

Templates

You can look for Clay templates in Make's template gallery, where you'll find thousands of pre-created .

Clay resources