Clay Integration

Pro

Enrich form data with company and contact info

Connect your Orbit AI forms to Clay and automatically enrich form submissions with powerful data. Look up company information, verify contacts, and score leads - all without leaving Orbit.

What You Can Enrich

Clay offers dozens of enrichment providers. Here's what you can add to your form data:

Setup Guide

1. 1

   Create a Clay Table

   Set up a new table in Clay with columns for the data you want to collect and enrich (e.g., Email, Company, LinkedIn URL)

2. 2

   Add Monitor Webhook Source

   In your Clay table, click Actions → Import → Monitor Webhook. Clay will generate a unique webhook URL for you.

3. 3

   Copy the Webhook URL

   Click Copy to copy the webhook URL. Make sure your webhook does NOT require an auth token.

4. 4

   Connect in Orbit

   Go to Integrations → Clay in your Orbit dashboard. Paste the webhook URL and click Save.

5. 5

   Test the Connection

   Click "Send Test" to send a test payload to your Clay table. Verify it appears in Clay.

6. 6

   Add to a Workflow

   Create a workflow with a form trigger and add a Clay enrichment node. Form submissions will now flow to Clay!

Data Format

Orbit sends form data to Clay in a structured JSON format. Here's an example payload:

{
  "Email": "jane@acme.com",
  "First Name": "Jane",
  "Last Name": "Smith",
  "Title": "VP of Marketing",
  "Company Name": "Acme Inc",
  "Website": "https://acme.com",
  "Seen At": "2024-01-15T10:30:00.000Z",
  "_source": "orbit_workflow",
  "_workflow_id": "wf_abc123",
  "_submission_id": "sub_xyz789"
}

Using Clay in Workflows

Clay works seamlessly with Orbit AI workflows. Here's a typical workflow:

In this example, form submissions are enriched by Clay, then processed by an AI agent for lead qualification, and finally synced to HubSpot with all the enriched data.