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Clay is an Available CRM & Sales integration. Use it when daoco should inspect or update Clay tables, people, companies, enrichments, and CRM workflows from chat.

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Connect Clay

1

Enable CRM & Sales

A workspace owner or admin must enable CRM & Sales integrations in Settings -> Preview features.
2

Open the Clay card

In daoco, open Connections -> Integrations -> CRM & Sales and choose Clay.
3

Approve Clay access

Choose Connect, sign in to Clay, and approve access for the workspace daoco should use.
4

Verify from chat

Ask /integration for a read-only table, contact, company, or workflow summary before approving enrichments or record changes.
Clay actions may consume Clay credits. Review proposed enrichments, table updates, imports, and CRM changes before approving writes.