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How do I push personalised Twain messages from Clay to my CRM or automation tool?

Learn how to push personalised Twain messages from Clay to your CRM, Lemlist, Smartlead, or LinkedIn automation tools. This guide shows how to map custom fields, add new message steps, and ensure formatting before sending.

Updated this week

Exporting Twain Messages from Clay

Once you’ve generated personalised emails and LinkedIn messages using Twain inside Clay, you can push them to your CRM, outbound tool, or LinkedIn automation tool. Here’s how:

1. Map Custom Fields

  • Open the Twain enrichment in Clay.

  • Under custom fields, map each message step and give it a clear name.

  • This ensures you can find and reference them in your destination platform.

2. Add New Steps if Needed

  • For example, add a LinkedIn follow-up.

  • Map it to the appropriate custom field and save.

3. Export to Platforms

  • The same process works across tools like:

    • Smartlead

    • Lemlist

    • Hey Reach

    • HubSpot or Apollo (custom fields are called “custom properties”)

  • Add your signature if required and preview the messages.

4. Verify Formatting

  • Always send a test before running a full campaign.

  • Ensure custom variables and formatting are correct.

✅ Pro Tip: Once set up, this flow works the same across most CRMs and outbound tools, making it easy to scale your outreach while keeping messages personalised.

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