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Clay (clay.earth) Make integrationAutomate Clay (clay.earth) with Make.
Tired of copying new contacts into Clay by hand? The Clay (clay.earth) Make integration gives you 2 actions, both about contacts. This guide is for people who keep their network in Clay and shows how to link the account and build a first scenario that fills it for you.
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What can the Clay (clay.earth) Make integration do?
The Clay (clay.earth) Make integration lets another tool write contacts into Clay without you retyping them. In Make, you build a scenario, the automation itself, out of modules, the bricks of that automation. Clay brings two of them, and both are actions: one saves a contact, the other edits one that already exists.
A cleaner address book after events. A registration tool or a form receives a new attendee; Create or Update a Contact places that person in Clay, so nobody has to paste names after the event.
Details that stay current. When someone changes jobs or email in your CRM, Update a Contact carries the new value over to the matching person in Clay. The Airtable Make integration works well as the source if your team tracks people in a base.
One record for leads from many places. Point several sources at the same Create or Update module and your Clay network grows from every channel at once.
Clay has no trigger in Make, which means Clay itself cannot start a scenario. The start comes from another app or from the scenario clock. Make also says its own documentation for this app is limited because little public information exists, so testing each module on a real contact matters more than usual. The same app may also exist in n8n; the n8n vs Make comparison explains how the two tools differ, and Make training covers the editor from the start.
How do you connect Clay (clay.earth) to Make?
- 01
Add a Clay module
In your scenario, add one of the two Clay modules, then click Create a connection. A connection is your Clay account linked to Make once; every Clay module in your scenarios reuses it afterwards.
- 02
Name the connection
This field is optional, yet useful. A name such as the account owner or the workspace tells you, months from now, which Clay account a scenario writes into, especially when a colleague also connects theirs.
- 03
Authorize and save
Follow what Make shows next: either approve Make on the Clay page that opens, or paste the key Clay gives you. Then click Save. The module fields unlock as soon as the connection works.
Your first scenario with Clay (clay.earth)
GoalWhen a new person arrives in another app, Make saves them as a contact in Clay (clay.earth).
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the +. Pick the app where new people show up first, such as your form tool, and choose its trigger.
- 02
Add the Clay module
Click the + on the right of that first module, search for Clay (clay.earth) and choose Create or Update a Contact. Link your account with Create a connection.
- 03
Map the person
Fill the Clay fields with data from the first module. Each person that module passes along is a bundle, one item flowing to the next module, so one bundle becomes one contact.
- 04
Test with Run once
Click Run once to run the scenario a single time. Read the bundles each module received, then open Clay and check the contact looks the way you expected.
- 05
Schedule and switch on
Set the schedule on the first module; a new scenario checks every 15 minutes by default. Then switch the scenario on so it keeps working without you.
What the Clay (clay.earth) modules do
Clay (clay.earth) gives you 2 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Create or Update a Contact
ActionIn Make“Create a contact in Clay.”
This module writes a person into Clay, so a lead captured anywhere ends up in your network without copy and paste.
Update a Contact
ActionIn Make“Updates an existing contact in Clay.”
Here you edit a person Clay already knows, which keeps a phone number or a job title in step with the tool where it changed first.
Need help automating Clay (clay.earth) with Make?
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