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Snowflake
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
If you want to:
- Lookup whether an object exists (this could be an account, lead, etc).
- Lookup the information of an object in Loxo
For Lookup Record, you need to select:
- An object to look up
- And object field to search by
- And a "Search For" column - this is a column mapped from your Clay table
If you want to see if a person you found with Clay exists in Loxo, you would likely use the following setup:
- Loxo Object: "Lead"
- Object Field: "Email"
- Search For: /Email Column From Clay
🚨 We default to a contains search. This means - if you were searching for a company called "Clay", we would return a match even if the company name found was called "Clay Labs".
If you want to restrict results to only exact matches, simply toggle on "Exact Match?"
This action is particularly helpful if you want to conditionally exclude records you already have in your CRM from further enrichment.
If you want to:
- Create a new record (this could be an account, lead, etc).
For Create record you need to first choose the type of object you want to create (account, lead, etc). After mapping the initial input, you'll see all of the properties you have in your Loxo instance below. You can map entire columns to the different Loxo properties.
Just click on the property you want to add info to, type "/", and select a column from your table.
See example below for creating a new Lead.
🚨 By default we will not create duplicate records. {link}. If you would like to create duplicates, just toggle on "Duplicate Rule Override".
This action is particularly helpful if you want to take the information you've found in Clay and instantly create corresponding records in Loxo.
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:)
Last modified 1mo ago