What this is
Propensity integrates with Clay in two ways: sending Propensity engagement data into a Clay table via webhook, and importing an audience built in Clay into Propensity as a CSV upload.
When to use this
Use this integration when:
- You want to keep a Clay table updated with Propensity signals, such as website visits or hot leads
- You've built an audience in Clay and want to bring it into Propensity to run campaigns or sales outreach
Sending data from Propensity to Clay
This uses Propensity's Webhook Alerts feature, pointed at a table in Clay.
In Clay:
- Open the table you want to update
- Go to Data Sources → Webhook
- Copy the Webhook URL
In Propensity:
Set up a webhook alert pointed at the Clay Webhook URL you copied. Follow the steps in Webhook Alerts to create the alert, choose your Alert Trigger, and set the Webhook Target to the URL from Clay.
Mapping fields in Clay
New Propensity activity is sent to Clay as part of the same hourly cycle described in Webhook Alerts. Once a delivery arrives in your Clay table, click the cell representing it to open the field mapping pane, then map the fields you want (such as work email, job title, or company website) to existing or new columns in your table. See Webhook Alerts for the full list of fields included in each delivery.
Bringing a Clay audience into Propensity
In Clay:
- Open your audience table
- Go to Actions → Exports → Download CSV to export your list
Preparing the file
Clay's column names are customizable, so your exported file may not automatically include a column named Website. Before uploading to Propensity, check the column containing the company domain and rename it to Website if needed. This is required for Propensity to match accounts.
Your file should also include:
- Email or LinkedIn Url (one of these is required for Contact Upload)
- First Name, Last Name, Company Name (optional)
Use clear, consistent column names for mapping.
Uploading to Propensity
Go to Audiences and choose Account Upload or Contact Upload, depending on what you exported. Follow the steps in How to Upload an Account List or How to Upload a Contact List to complete the upload.