Integrations · Outbound
Trigger Curated Gifts Directly From Your Clay Tables
Enrich contacts, qualify accounts, and send hyper-personalized Spanish gourmet gifts as a native Clay action. No manual handoffs, no spreadsheets.
How It Works
Enrich, Qualify, Gift
Clay handles the data. We handle the gift. Your team handles the follow-up.
Enrich Your Prospect List
Pull in a Clay table of target accounts or contacts. Clay enriches them with company size, industry, seniority, and intent signals so you can qualify who deserves a gift before you spend a dollar.
- ✓ Company and contact enrichment
- ✓ Account scoring and prioritization
- ✓ Intent signals and firmographics
Trigger a Curated Gift Send
Map a Clay action to the Soto & Segovia portal. When a contact hits your criteria, a curated Spanish gourmet gift is queued for send, with optional approval before it ships.
- ✓ Per-row gift actions from Clay tables
- ✓ AI-recommended gift selection
- ✓ Manual override or auto-send
Approve and Ship
Review the send queue in your Soto & Segovia client portal. Approve individually, approve in bulk, or let auto-send handle it. Every shipment is tracked from our warehouse to the recipient's door.
- ✓ Approval workflow (optional)
- ✓ Batch sends of 1 to 1,000
- ✓ Full shipment tracking
Use Cases
Gift at Every Stage of the Funnel
ABM Outreach
Identify high-value accounts in Clay and trigger a premium olive oil or curated gift box as a door-opener before your sales team reaches out.
Pipeline Acceleration
Flag deals that have gone cold in your CRM, pull them into Clay, and trigger a personalized gift to re-engage decision makers.
Champion Gifting
Enrich contacts by seniority and send meaningful gifts to economic buyers and champions at the moment they move roles or close a deal.
Customer Journey Milestones
Automate gifts at renewal, upsell, or loyalty milestones. Clay reads the trigger, Soto & Segovia ships the gift.
Setup Flow
From Clay Table to Doorstep
Build your table in Clay
Load the accounts or contacts you want to gift. Enrich them with firmographic and intent data to qualify recipients.
Add the Soto & Segovia action
Configure the Clay action with your portal API key. Select gift type or let AI recommend based on enrichment data.
Set your approval preference
Choose manual approval, bulk approve, or fully automated sends. You stay in control of spend at every stage.
Clay triggers the send
When a row meets your criteria, the gift is queued in your client portal and shipped from our warehouse.
Track delivery and engagement
Monitor shipment status in your portal. Every send is logged so your team can follow up at the right moment.
Requirements
What You Need to Get Started
Clay Pro account
Clay Pro or higher is required to use custom actions and webhooks.
Soto & Segovia client portal access
An active client account at portal.sotoandsegovia.com with gifting enabled.
Portal API key
Generated from your portal settings. We walk you through it during setup.
Gift budget configured
Set a per-send or monthly spend cap in your portal to control costs.
Get Connected
Set Up Your Clay Integration
Fill out the form and our team will contact you within 24 business hours. We handle the configuration, you just need your Clay workspace and portal API key ready.