How to Whitelabel RB2B with Clay

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In this video, I'm going to show you how to white label our B2B services by

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sending a

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custom Slack message with all of your website visitors to you, your company, or

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one of your

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clients Slack channels with all of your custom logo and branding.

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So with that further ado, let's get into it.

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The first thing we're going to do is we're going to go to retention and we're

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going to

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go to the integration section and we're going to find clay.

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Once you click on it, this Webhook URL prompt pops up asking for a Webhook URL.

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To do that, we go to clay, we're going to go back to our home, create new,

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table, and

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import data from Webhook.

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From there, we click new blank table and it's going to give us a Webhook URL,

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which we can

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then copy and paste back into retention.

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So once you save it and those website visitors start streaming in, you'll see

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something that

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looks a little bit like this.

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Our goal here is to send this information to Zapier, which is then go to send

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the information

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to Slack using our custom branding.

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So what we want to do first is create an HTTP API integration in clay.

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All you have to do is click add enrichment, HTTP API, and boom, it has all this

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extra

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stuff that you have to add information to.

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Luckily, I have already put that information in.

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So first, we have the method.

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We're going to be using posts because we're sending data from clay to Zapier,

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which requires

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the post method.

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Next, it's going to be asking for an endpoint.

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In order to get that, just go to your Zapier automation, make the first step,

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catch hook

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in Webhooks by Zapier.

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Then once you go to the test section, it'll actually give you that Webhook URL,

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which

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you can then just copy.

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You can go back to the endpoint section and paste that Webhook URL right here.

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Voila, you have found your endpoint and pasted it in the correct spot.

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From there, we have to define what information we're sending as well as the

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variables associated

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with that information.

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So in this body section, you can format it the way clay asks you to in this

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bottom area

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and just put the variable and the column associated with it for each one of the

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variables that

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you want to send.

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So I've done full name, personal LinkedIn, company LinkedIn and email in this

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case.

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Once you save all of that and you click the go button, you'll see that when the

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200 thing

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pops up, like it has for these five, it will actually have tested it and sent

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you a request

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with that person's information just as we formatted it.

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From there, you can go ahead and check out your Slack channel and it'll look a

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little

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something like this.

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So we have this kill website visitor bot that is now sent out all this

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information by just

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getting this channel message and Slack step in the Zapier, making sure you

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connected to

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your account, adding action and then putting the message text right here.

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So I just have a new website visitor, name, name, email, email, company

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LinkedIn, company

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LinkedIn, personal LinkedIn, personal LinkedIn.

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And then I named the bot the kill website visitor bot.

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So now it doesn't have any RV to be branding.

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It seems completely white labeled and we are good to go.

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So if you have any questions about this, feel free to reach out and enjoy.