Auto Outbound
Auto Outbound with Clay
Extend Auto Outbound with Clay tables
Auto Outbound supports triggering complex enrichment and routing logic using Clay Tables.
Examples include:
- Enriching the prospect with additional data from LinkedIn, Clearbit, or other data providers
- Using OpenAI to summarize the contents of the Intent Signal
- Looking up more people at the same company to include in the Sequence
Getting Started
This guide will walk you through integration your Auto Outbound campagin to a table in Clay
1. Create your Auto Outbound campaign in Koala, and select Webhooks as your destination.
2. Head over to Clay and create a new Table
- Click
Other
- Then select
Import Data from Webhook
3. Copy the Webhook URL from Clay
4. Paste the URL into your Auto Outbound configuration
5. Use the Preview panel on the right to test your Webhook
You can use the Audience Preview card on the right side of the screen to see eligible users for your Audience.
After you hit Preview, select one of the users from the list and hit Send Test
A message should show up in your destination containing the Account, Intent Signal, and Visitor that triggered the Intent Signal.
6. Get creative with your Auto Outbound Prospects in Clay
You can create new columns using Account, Visitor, and Intent Signal data from Koala, and use them to kick off enrichment and third party actions from your Clay Table.