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🎉 How to Integrate Saleshandy with Clay: Your Ultimate Guide!
🎉 How to Integrate Saleshandy with Clay: Your Ultimate Guide!
Yashal Vagadia avatar
Written by Yashal Vagadia
Updated over 4 months ago

Hey there! 👋

Are you ready to supercharge your workflow by connecting Saleshandy with Clay?

Whether you're a sales pro looking to automate your processes or just love the idea of making your life easier, you've come to the right place! Let's walk you through the steps to seamlessly integrate these two powerful tools using Webhooks and HTTP API.

It's easier than you might think—promise! 😉

Setting Up Webhooks with Clay🚀

What’s a Webhook? 🤔

Think of a webhook as your personal assistant that automatically sends data from Saleshandy to Clay whenever something cool happens—like when a prospect opens your email or clicks on a link. No more manual updates are needed!

How to Create a Webhook in Saleshandy

  1. Head to the Webhooks Section:

    • Log in to your Saleshandy account.

    • Click on the 'Integrations' tab and select 'Webhooks'. Simple, right?

  2. Let’s Set It Up:

    • Click 'Create New Webhook'.

    • Give your webhook a fun name, like "Send to Clay 🚀".

    • Paste the webhook URL from your Clay table into the 'Endpoint URL' field.

  3. Choose Your Events:

    • Pick the events that should trigger the webhook. Popular choices include:

      • Email Sent

      • Email Opened

      • Email Clicked

      • Reply Received

    • Click 'Save', and you’re good to go!

  4. Time for a Test Run:

    • Send a test email or trigger one of the events you selected. If everything's working, data will flow into your Clay table like magic! 🎩✨

Real-Life Example: Sending Prospect Data to Clay

Imagine this: every time a prospect opens your email, their details zoom straight into a Clay table. You can use this data to supercharge your segmentation, enrichment, or whatever else you dream up!

Integrating Saleshandy with Clay using HTTP API 🔌

What’s an HTTP API? 🤷‍♂️

An HTTP API is like the secret handshake between two systems. It lets Saleshandy and Clay talk to each other, sharing data like besties. With a few clicks, you can set up this integration and watch the magic happen.

Step-by-Step: Setting Up the HTTP API

  1. First, Get Your API Key from Saleshandy:

    • Go to the API section in your Saleshandy account.

    • Generate a new API key to authenticate your requests.

  2. Now, Let’s Hook It Up in Clay:

    • Open your Clay Table, head to the 'Integrations' tab, and click 'Add Enrichment'.

    • Choose 'HTTP API' and fill in the details:

      • Method: Pick your HTTP method (like POST for sending data).

      • Endpoint: Enter the Saleshandy API endpoint (e.g., /api/v1/prospects). You can take a look at Saleshandy API Documentation: https://leo-open-api-gateway.saleshandy.com/api-doc/

      • Headers: Pop your Saleshandy API key into the headers (e.g., Authorization: Bearer YOUR_API_KEY).

      • Body: Here’s where you pop in your data in JSON format. Easy peasy!

  3. Example: Sending Prospect Data in a Flash

    • Use a POST request to send prospect data to Clay:

      {
      "name": "John Doe",
      "email": "[email protected]",
      "status": "Interested"
      }

    • Voilà! Your Clay table now has the latest data, ready for action! 🎉

FAQs (Frequently Asked Questions) 🧐

  • Do you integrate with Clay?

    • Absolutely! Connect Saleshandy with Clay using Webhooks or HTTP API. Follow our guide, and you’ll be a pro in no time!

  • How do I connect my Clay account with Saleshandy?

    • Easy! Just set up a webhook or use our HTTP API, and you’re all set. Check out the steps above!

Resources to Help You Shine 🌟

Explainer Video? Yes, Please! 📹

We’re working on a cool video that’ll guide you through the entire process. Stay tuned—it’s coming soon!

Keep an Eye on Rate Limits and Best Practices

To keep everything running smoothly, be sure to follow our rate limits and best practices. You can find all the nitty-gritty details in our API documentation here & here.

Wrapping It Up 🎁

And there you have it! Integrating Saleshandy with Clay is a breeze with Webhooks and HTTP API. Whether you’re a tech whiz or just getting started, this guide has everything you need to make it happen.

Got questions? Need more help? Our support team is just a click away. Happy integrating! 🚀

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