Sync lead data between Clay and Sales Dialer for targeted outreach

Connect Clay and JustCall Sales Dialer to move lead data in both directions. Export call outcomes from Sales Dialer into Clay for enrichment, then import enriched leads back into Sales Dialer for targeted outreach campaigns.

Available on: Team plan or higher

Export call data from Sales Dialer to Clay

Set up a webhook in Clay

1. Open the Clay table where you want to receive data, or create a new one.
2. Click Import and select Import data from webhook.
3. Copy the generated webhook URL.

Create a Sales Dialer workflow

1. In Sales Dialer, go to Workflows.
2. Click New workflow and give it a name.
3. Select the campaign to apply it to (leave Apply to all campaigns off).
4. Under Conditions, add a condition: Disposition is set to and select the relevant dispositions. Add multiple conditions with the OR separator if needed.
5. Under Actions, add Send data to webhook.
6. Paste the Clay webhook URL.
7. Save the workflow.
8. Make a test call and select a configured disposition to send a sample payload.

The payload includes call details, recordings, disposition, notes, timestamps, and contact information.

Map fields in Clay

1. In Clay, find the parameters below the webhook URL.
2. Click a Column Name and select Edit column.
3. Type / in the Enter Value field.
4. Select Webhook > Data and choose the parameter to map.
5. Click Save settings.
6. Repeat for each parameter you want to capture.

Import enriched leads from Clay into Sales Dialer

Configure the HTTP API in Clay

1. Open your Clay table with lead data.
2. Click Add Enrichment and search for HTTP API.
3. Configure the request:

Method and endpoint:

Headers:

Find your API key and secret in JustCall under Account Settings > Developers.

Body (JSON):

{
  "campaign_id": "[CAMPAIGN_ID]",
  "name": "<Map column>",
  "phone_number": "<Map column>",
  "email": "<Map column>",
  "birthday": "",
  "occupation": "<Map column>",
  "address": "<Map column>",
  "custom_fields": [
    {
      "id": "<Map column>",
      "value": "<Map column>"
    }
  ]
}

Test and run

1. Click Save and run the request for the first 10 rows.
2. Check the status code:
   • 200: Contacts added successfully.
   • "Failed to parse body input": Fix the request body configuration.
   • 400 or other error: Read the error message and correct the request.
3. Once verified, run the API for all rows.
4. View imported contacts in Sales Dialer under Campaigns > Select campaign > Contacts List.