Overview
Use Clay to enrich both companies and contacts across your Planhat workspace as part of flexible “if-this, then-that” automation flows.
How it works
Activate the Clay integration using an API key and add a webhook step to any custom automation. For example, when a person or company is created or updated, send the record to Clay for enrichment and then write the results back to Planhat; you can run these automations on-demand or automatically, and you can also build Clay-initiated automations that send net-new data directly into Planhat and vice versa.
Configure
Your Planhat TAM will handle the setup - reach out to them or your CSM for any steps required on your side.
