Clay integration is only available for RB2B Pro users.
Setting Up an Integration with Clay
To initiate your Clay integration, navigate to Integrations from the sidebar menu. Locate and select Clay among the integration options or visit https://app.rb2b.com/integrations/clay
In the input field provided, add your full Clay Webhook URL then click Save to publish your changes.
The URL used must be secure and include https://
Adding Webhook as a Source in Your Clay Table
If your Clay table does not already monitor a Webhook for incoming data, you'll need to add Webhook as a source of data for your table. To do that, follow these steps:
Click Actions then Import.
Search for and select Monitor Webhook in the list of available options.
Click Copy to copy the Webhook URL to your clipboard to paste in the RB2B dashboard.
In order to connect, your Clay webhook must not be configured to require an auth token.
Retrieving an Existing Webhook Source's URL
If your Clay table already monitors a Webhook for incoming data, you can get its URL by following these steps:
Click the + icon on the righthand side of the Webhook column in your Clay table.
Click Copy to copy the Webhook URL to your clipboard to paste in the RB2B dashboard.
In order to connect, your Clay webhook must not be configured to require an auth token.
Required Fields
Some, but not all, fields are required to have values for the payload to send. Required fields include:
LinkedIn URL
First Name
Content Preview
{
"LinkedIn URL": "https://www.linkedin.com/in/retentionadam/",
"First Name": "Adam",
"Last Name": "Robinson",
"Title": "CEO @ Retention.com. We help Ecomm brands grow & monetize their first-party audience",
"Company Name": "Retention.com",
"Business Email": "[email protected]",
"Website": "https://retention.com",
"Industry": "Internet Technology & Services",
"Employee Count": "1-10",
"Estimate Revenue": "$22M rev",
"City": "Austin",
"State": "Texas",
"Zipcode": "73301",
"Seen At": "2024-01-01T12:34:56:00.00+00.00",
"Referrer": "https://retention.com",
"Captured URL": "https://rb2b.com/pricing",
"Tags": "Hot Page, Hot Lead",
}