Overview
This guide walks you through connecting your Sona Audiences to Clay for automated syncs. By completing this setup, your Clay database will stay updated in real time with high-intent leads from Sona, enabling more personalized sales and marketing outreach.
Prerequisites
A Clay account must be connected to Sona.
Access to Sona Audiences data.
Step 1: connect Clay to Sona
Go to Connectors in the Sona sidebar.
Locate or add the Clay Connector.
Authenticate and ensure the status reads Active.
Step 2: create a new destination
Navigate to the Destinations section.
Click + Add Destination.
Select Clay from the list.
Step 3: Clay-specific configuration
Destination Name: enter a name like "High-Value Prospects: Clay".
Source: select the Sona audience you want to sync.
Target: choose your Clay integration from the dropdown.
Enable Real-Time Processing: check this box if you want immediate data updates. When enabled, real-time processing will override the scheduled sync frequency, ideal for time-sensitive workflows and immediate lead follow-up.
For general destination configuration steps, such as selecting a Sona audience, setting sync frequency, record matching, field mapping, sync settings, and saving, follow the instructions in the Data: Destination Setup guide.
Best practices
Use descriptive destination names like "High Intent: Clay Pipeline Feed".
Segment audiences by funnel stage to improve downstream workflows.
Sync more frequently for time-sensitive plays, such as outbound triggers.
Ensure exported data includes unique identifiers for matching in Clay.
Regularly review sync logs to confirm successful updates.
Coordinate with your sales ops team to align Clay structure with incoming Sona data.
FAQs
What does this destination do?
What does this destination do?
This destination syncs a Sona Audience to Clay so your Clay database stays updated in real time with high-intent leads from Sona, enabling more personalized sales and marketing outreach.
What data does Clay need for matching?
What data does Clay need for matching?
Ensure your exported data includes unique identifiers so Clay can match incoming records correctly. Coordinate with your sales ops team to align Clay's structure with the fields coming from Sona.
When should I enable real-time processing?
When should I enable real-time processing?
Enable real-time processing when you need immediate data updates rather than waiting for the scheduled sync frequency. It is ideal for time-sensitive workflows, such as outbound triggers and immediate lead follow-up, since it overrides the regular sync schedule.