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Add new leads or update existing leads in your EmailBison workspace directly from your Clay table.
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  1. Add the Enrichment
    • In your Clay table, click + Add column
    • Select Enrichments
    • Search for and select "Create or update lead"
  2. Select Your Workspace
    Choose your desired EmailBison account (workspace) from the dropdown.
    If you don’t see your workspace, click + Add account and connect your workspace.
  3. Map Your Data
    Under Setup Inputs, map the required columns:
    • First Name (required)
    • Last Name (required)
    • Email (required)
    All other fields are optional.
    If you are adding a custom variable, it must already exist in EmailBison. Follow the steps below to create a custom variable if needed.
    If you need to create a custom variable before running the Create or Update Lead enrichment:
    1. Click + Add column, select Enrichments, and search for HTTP API enrichment
    2. Select Configure and authenticate through one of your connected accounts
      If you don’t see any accounts, follow the authentication instructions.
    3. Under Setup Inputs → Method, select POST
    4. Under Setup Inputs → Endpoint, input: 
      https://subdomain.yourdomain.com/api/custom-variables
    5. In Setup Inputs → Body, input: 
      {
  "name": "New Name"
}
      Where "New Name" is the value of your new custom variable name. Example: 
      {
  "name": "Industry"
}
      You may also map this value using / to insert data from a column.
    6. Save the enrichment and run it to see the response
  4. Configure Update Behavior
    Under Setup Input → Select existing lead behaviour, you have two options:
    • PUT (Full Replacement) - Replaces the entire lead with only the fields you send. Any fields you don’t include will be removed.
    • PATCH (Partial Update) - Updates only the specific fields you send. All other fields remain unchanged.
    Select the option that works best for your use case.
    PUT Example (Full Replacement)If you send:
    {
  "first_name": "Alex",
  "email": "[email protected]"
}
    And the existing lead has:
    {
  "first_name": "Alex",
  "email": "[email protected]",
  "phone": "123-4567"
}
    Result: The lead is replaced with only the fields you sent. The phone field is removed because it wasn’t included.
    PATCH Example (Partial Update)If you send:
    {
  "email": "[email protected]"
}
    And the existing lead has:
    {
  "first_name": "Alex",
  "email": "[email protected]",
  "phone": "123-4567"
}
    Result: Only the email is updated to [email protected]. The first_name and phone fields remain unchanged.
  5. Save and Run
    After you’ve filled out all the required fields, save and add the enrichment as a column in your table. Run it to create or update leads in your workspace.
    Set this column to auto-run if you need your leads to be added or updated whenever new data flows into your table.