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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.

Written by Nora

Pushing Twain messages from Clay to your CRM or outbound tool

Once you've generated personalized emails and LinkedIn messages with Twain inside Clay, you can push them to your CRM, outbound tool, or LinkedIn automation tool. Here's how.

Before you start: This assumes you already have a Twain agent, an active campaign, and the Twain: Generate Sequence integration set up in your Clay table. If you're new to Twain, see Getting Started with Twain Agents first.

1. Map custom fields

  • Open the Twain: Generate Sequence integration in Clay.

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

  • This makes the steps easy to find 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 your tools

  • The same process works across:

    • Smartlead

    • Lemlist

    • HeyReach

    • HubSpot or Apollo (custom fields are called "custom properties" there)

  • Add your signature if required and preview the messages.

4. Verify formatting

  • Always send a test before running a full campaign.

  • Make sure custom variables and formatting look right.

βœ… 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 personalized.

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