Integrations / Sales & CRM
Connect Clay to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Clay once, then ask Flann to look things up in it or get work done in it, by text or voice note. Leads arrive on WhatsApp, Instagram and Facebook long before they reach Clay. Flann answers those conversations and can prepare the matching record in Clay, so nobody falls between the chat and the CRM.
6 actions in Clay. 3 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Clay
Send any of these on WhatsApp, in your own words. Flann finds the right Clay action and fills in the details from the conversation.
“Show me my routine run results in Clay.”
“Look up the search query reference in Clay.”
Step by step: Clay jobs you can hand to Flann
Each step below names the Clay action Flann actually runs.
Get answers about your users
- You message Flann on WhatsApp: “What is the latest on our users in Clay?”
- Flann runs
Get Current Userin Clay and shows you what it found. - Nothing in Clay is changed: these are look-ups, so they run straight away.
Repetitive Clay work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Chat enquiries into proper leads
Today
New enquiries arrive on WhatsApp, Instagram and Facebook, and most never make it into Clay. The ones that do are typed in late, with the phone number missing.
With Flann
“Add everyone who enquired on Instagram this week to Clay as new leads.”
Because Flann already answers those conversations, it knows who asked about what. It prepares a lead in Clay for each new enquirer, with their name, channel, the product they asked about and the language they wrote in.
What you stop doing: Leads from social messages no longer vanish between apps.
Deals with no next step
Today
Deals pile up in Clay with no next action, no date and no owner. The pipeline looks full while a good part of it is quietly dead.
With Flann
“Show me open deals in Clay with no next step or no activity this month.”
Going stage by stage through Clay, Flann lists the deals that have stalled, with the last contact date and who owns each one. Short and honest.
What you stop doing: Pipeline reviews no longer begin with clicking through every deal.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Clay
- Search for Clay in Flann’s Connectors.
- Paste your Clay API key into the secure form Flann opens. You will find the key in your Clay account settings.
- From then on, message Flann on WhatsApp. It works in Clay whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Clay. You can disconnect Clay from Connectors at any time.
Ways to use Clay with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Clay: last deal, last note, last time you spoke.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Clay in a few lines you can read in a queue.
Follow up the leads you forgot
Ask Flann which leads in Clay have not heard from you in a week. It lists them and drafts the follow-up for each.
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Clay.
| Compare | Clay on its ownEvery step is yours | A fixed workflowTriggers built in advance | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | Only the look-ups someone built | 3 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 3 changes, made from a message |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Clay API key, once |
YesPartlyNo
Everything Flann can do in Clay
The full list of Clay actions available to Flann once you connect it.
Looks up 3
- Get Current User
- Get Routine Run Results
- Get Search Query Reference
Changes 3
- Continue Search
- Run Routine
- Search People or Companies
More Sales & CRM apps Flann works with
HubSpotCommon questions
How does Flann connect to Clay?
Open Connectors in Flann, choose Clay and paste your Clay API key into a secure form. You will find the key in your Clay account settings. Once it is connected, Flann can use 6 actions in Clay.
Can I use Clay from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Clay for you. You do not need to open Clay.
Is Clay included in my Flann plan?
Yes. Every Flann plan includes every app, Clay included.