Before you begin
Make sure you have:- Permission to edit and activate workflows in Conversion
- A Conversion Administrator account to create an API key
- Permission to create webhook sources and enrichments in Clay
- Writable contact or company fields for the data you want to save
Create a webhook in Clay
1
Create the webhook source
In a Clay workbook, click + Add, search for Webhooks, and select Monitor webhook.
2
Copy the webhook URL
Copy the URL that Clay generates. You will add it to your Conversion workflow.Clay webhook sources accept JSON sent with a
POST request. See Webhooks in Clay for current setup instructions and submission limits.Send contacts to Clay
1
Add an HTTP request node
Open the Conversion workflow that contains the contacts you want to enrich. Add an HTTP request node from Integrations.
2
Configure the request
Set Method to Post and paste the Clay webhook URL into URL.Add the contact data Clay needs to Body:The values inside double curly braces use Liquid to insert data from each contact. You can type
/ in the Body editor to insert fields without writing the Liquid expressions yourself.3
Test the webhook
Save and activate the workflow with one test contact. Confirm that Clay creates a row containing the values you sent.
Enrich the contact in Clay
In the Clay table, add the enrichments you need and map the webhook columns as inputs. For example, you can use an email address to enrich a contact’s job title, company name, or company website. Test each enrichment on one row and confirm that the result has the format expected by its destination field in Conversion.Create a Conversion API key
1
Open your integration settings
In Conversion, go to Settings → Integrations. Only workspace Administrators can manage API keys.
2
Add the key
In the API section, click Add API key. Name the key, such as
Clay enrichment, and create it.3
Copy the key
Copy the key when it appears. Conversion does not show the full key again.
Write the enrichment results to Conversion
1
Create a header account in Clay
In your Clay table, click Add enrichment and select HTTP API. Open the Select header account menu, click + Add account, and add:
Name and save the account, then select it for the enrichment. Clay automatically sends
Content-Type: application/json for the JSON request.2
Configure the Conversion request
Open the Configure tab and enter:For each value beginning with
Add a JSON body that maps your Clay columns to Conversion field keys:
/, type / in Clay and select the corresponding column. The values must be dynamic column references, not the literal example text.3
Check your field keys
Keys inside
fields must match writable contact field keys in Conversion. Keys inside companyFields must match writable company field keys.To find or create fields, go to Settings → Objects, open Contact or Company, and select Fields.4
Choose how to handle existing values
Keep
preserveExistingFields set to true to fill empty fields without replacing existing values. Set it to false, or remove it, only when Clay should overwrite existing values.5
Test the write-back
Add a conditional run so the request only runs after its required enrichment columns contain values. Test the HTTP API enrichment on one row.A successful request returns a
200 status and includes the Conversion contact ID in data.cnvContactId. See Upsert Contact for all request fields and response details.Test the complete workflow
- Enroll one test contact in the Conversion workflow.
- Confirm that Clay receives a new webhook row.
- Confirm that the Clay enrichments finish successfully.
- Confirm that the HTTP API enrichment returns a
200status. - Open the contact in Conversion and verify that the expected fields were populated.