Clay + Dealfront
Create new records in Clay when recurring leads occur in Dealfront
Streamline your lead management with this workflow. When a recurring lead comes up in Dealfront, it will instantly create a record in your Clay table. This saves you time by eliminating manual data entry, whilst ensuring your records are regularly updated. Benefit from seamless data transfer and stay on top of all your business leads.
Streamline your lead management with this workflow. When a recurring lead comes up in Dealfront, it will instantly create a record in your Clay table. This saves you time by eliminating manual data entry, whilst ensuring your records are regularly updated. Benefit from seamless data transfer and stay on top of all your business leads.
- When this happens...Recurring Lead
Triggers when a lead matching your criteria visits your site again. Visit information on the trigger contains data of the first visit during that day.
- automatically do this!Create Record in Table
Creates a new record in a table.
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Search FieldRequired
Search ValueRequired
Skipped
Find Select Option ID for Table Field
Finds a Select Option ID by its text value
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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
