Log team discussions into CRM contact histories
When a new message is posted in Engage, automatically log the details as an activity against the contact record in Clay.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Engage Explore Engage →
TriggersFires when a new message is posted to a channel in Engage.
Fires when a new channel is created in Engage.
Fires when your team or a keyword is mentioned in Engage.
Fires when a new file is shared in Engage.
Posts a message to a channel in Engage.
Sends a direct message to a specific person in Engage.
Reacts to a message in Engage.
Adds a user to a channel in Engage.
Clay Explore Clay →
TriggersFires when Clay finds or captures a new lead.
Fires when a new contact is added to a list in Clay.
Fires when a new company matches a saved search in Clay.
Adds job title, phone and company data to a contact with Clay.
Looks up firmographic data for a company with Clay.
Finds and verifies a prospect's work email with Clay.
More Engage + Clay workflows
Celebrate closed deals in team channels
When a deal is marked as won in Clay, automatically send a celebration message to your team channel in Engage.
See details
Alert sales reps to new incoming leads
When a new lead is created in Clay, send a direct message in Engage to assign and notify the responsible salesperson.
See details
See all Engage + Clay integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log team discussions into CRM contact histories” between Engage and Clay?
Yes — describe it in the box above and Knit's Integrations Agent researches Engage and Clay's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Engage to Clay help sales teams close deals faster?
Sales reps receive instant channel updates in Engage whenever high-value leads or deal status changes occur in Clay, allowing rapid team collaboration.
Can chat conversations be tracked in customer profiles?
Yes, important conversations or messages posted in Engage can be automatically logged as activity notes in Clay.