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
Here’s what I’m trying to do:
- Auto-pull enriched leads from Clay into Google Sheets.
- Push qualified leads into Lindy for personalized outreach.
- Track email status/responses and sync updates back into Sheets and ReThink CRM.
- 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
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!