This automation adds a client folder to Clay and links the folder ID to your PJM tool for future automations.
This automation has 2 components.
1. Adding a client folder to Clay
2. Adding your Clay folder ID into your PJM tool (for future automations)
I recommend combining this automation with Smartlead client onboarding SOPs.
Pre-requisite: You must have a way to initiate the automation while providing the required fields.
Insert the blueprint in make (new scenario)