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Add a Loxo action to quickly connect to your CRM and automatically lookup or sync records.
For Loxo there are 4 different actions that can be used for any record:
Lookup Record
Create Record
Update Record
1️⃣ Lookup
If you want to:
Lookup whether an object exists (this could be an account, lead, etc).
Lookup the information of an object in Loxo
This action is particularly helpful if you want to conditionally exclude records you already have in your CRM from further enrichment.
2️⃣ Create Record
If you want to:
Create a new record (this could be an account, lead, etc).
This action is particularly helpful if you want to take the information you've found in Clay and instantly create corresponding records in Loxo.
3️⃣ Update Record
If you want to:
Update an existing record (this could be an account, lead, etc).
For Update record you need to first map the record ID of the object.
If you do not already have this in your table, run "Lookup Record" first.
If you imported the records from Loxo initially, you can find the record ID in the initial Loxo column. See below:
⭐️ Cost: Free:)
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