Scenario Help Integration: Clay, Google Sheets, ReThink CRM, Custom API, Lindy, Gmail, AI Agent

How To
1

Hi all,
I’m building a custom sales automation pipeline for my commercial real estate business using the following stack:

  • Clay (lead enrichment)
  • Google Sheets (central hub)
  • Lindy (AI email outreach)
  • ReThink CRM (Salesforce-based CRM)
  • Make to tie it all together

:pushpin: Here’s what I’m trying to do:

  1. Auto-pull enriched leads from Clay into Google Sheets.
  2. Push qualified leads into Lindy for personalized outreach.
  3. Track email status/responses and sync updates back into Sheets and ReThink CRM.
  4. Use Make to:
  • Update CRM fields (e.g. last contacted, lead stage)
  • Route leads conditionally based on data (e.g. franchisee tag or email verified)
  • Run prompts via AI Agent module to generate custom messaging
  • Log activity + send Slack/email alerts when milestones hit

:red_question_mark:Questions:

  • What’s the best way to connect ReThink CRM (Salesforce-based) with Make? Is it via webhook, custom API, or something else?
  • Can I push lead data into Lindy from Make? And pull message status/responses back?
  • If Clay doesn’t have a native module, should I use webhook or Google Sheets as the intermediary?
  • How do I trigger workflows based on updated rows in Google Sheets (not just new ones)?
  • Can I run AI Agent prompts to create emails inside Make and forward those drafts to Lindy or Gmail?
  • What’s the best way to test this end-to-end without triggering live emails or updating live CRM records?

Any advice, modules, or examples would be massively appreciated. Thanks in advance!