Clay FAQ

Nope! You can build lists from LinkedIn, Google Maps, Github, CRMs, websites, and more for free on Clay. You only pay credits for data enrichment (e.g. finding contact information, firmographic data, etc.)

If a provider charges us for an API call, we will also charge Clay credits for that call. However, if a provider refunds us due to the inability to deliver valid data, we will correspondingly refund those credits back to you. Click here to view a list of actions that will refund if invalid data is returned.

For prospecting, we integrate with 10+ sources, including LinkedIn, Google Maps, Github, and more.

For data enrichment, we integrate with 75+ of the market’s top tools, including Hunter, Harmonic, etc. You can also our AI web scraper and enrichment tools, to read and summarize information on websites, PDFs, and more.

For CRMs, we integrate with Hubspot, Salesforce, Pipedrive, Close, Loxo, and more.

You’re never limited by our native integrations: you can also use webhooks and Clay’s HTTP API feature to connect to any tool that you have API access to.

For a full list, check out https://www.clay.com/integrations.

• How can Clay give me better data coverage and pricing than Zoominfo or other data providers?
• We often double or triple data coverage rates at a 1/5th or less of the cost of Zoominfo. A recent enterprise client, seeking to enrich inbound leads with basic company/contact info, had 30% coverage rates with Zoominfo at about ~25 cents per enrichment. They increased their coverage rates to 80% while cutting costs to less than ~1 cent per enrichment with Clay.
• The reason why we have better data coverage is simple: we have multiple providers and waterfall them.
• The reason we have lower costs…Large data providers like Zoominfo buy and whitelabel  small  providers, then  charging  a massive  premium  for subscriptions. Clay, on the other hand,  is  very  transparent.  We  tell  you  exactly  which individual providers your  data comes  from, and  we give  you  access  to  wholesale  rates from them.  The price of Clay depends entirely on the enrichment tools you choose to use. In most cases, even with higher-cost tools in your Clay stack, Clay will be more effective and affordable than Zoominfo.

Clay doesn’t have any native data. Instead, we allow you to get data directly from 100+ external enrichment tools in our central, credit-based marketplace. You can choose the providers you like most on Clay, including Hunter, Apollo, SalesNavigator, and more, and get their data directly into your workflows.

Customers often skyrocket their data quality and coverage using our waterfall feature, which lets you search multiple enrichment tools in order for any given field of information—and only pay once a result is found.

We also enable AI-based enrichment to scrape and summarize websites, PDFs, and more.

Yes. You can use our HTTP API feature to connect to any tool that you have API access to. That includes 6Sense enrichment & intent data, G2 intent data, Cognism enrich, Wappalyzer technographics, Zapier workflows, etc.

You don’t need any outside accounts to use Clay. You can pay with Clay credits to access most of our data enrichment tools. Most people find that Clay, an email sending tool, and a CRM are all they need to get started sending campaigns.

If you do already have active subscriptions with other data enrichment tools, you can use them in Clay for free by using your API keys.

Yes! We have various sources that you can use to kick off your list building. That includes scraping Google Maps to find local business leads, Github for engineering contributors, and more. You can also scrape any website with our Chrome Extension to kickstart your list building online.

Yes. We consolidate 75+ different enrichment tools, some with better global or regional coverage than others—you can choose which work best for your situation! If you ever find any gaps, let us know at support@clay.run and we’ll add a provider or help find you a solution.

Yes! You can assign your leads scores based on any criteria you’d like in Clay. See this video for more information.

An example of a trigger you can use in Clay is Finding Jobs from LinkedIn. There are other providers that can help you find news, headcount changes, etc. You can use our AI web scraper to monitor websites for changes as well. We’re actively working on expanding our list of trackable triggers.

Clay has two Chrome extensions. One of them can help you scrape any website for any list. Another connects to any website to help you pull leads into Clay, automatically enrich them, and send them to your CRM—in one click.

You can’t currently schedule enrichments, but we’re actively working on a solution. If you’re using a table with a CRM source, it’ll be live and updated in a two-way sync every 24 hours. (Just a reminder, you can simply click a button to re-enrich up to 50k records in a single table, even if it’s manual).

Clay doesn’t replace your email sequencer. Instead, we integrate with them so you can push finalized outreach from Clay to your sequencer and live campaigns.

You can use our AI integration to draft personalized lines of emails based on the research in your tables. Once you have a set of messages, you can connect them to an email sending tool of your choice.

We integrate natively with Smartlead, Instantly, Salesloft, Outreach, Hubspot and others. You can connect to any tool you want with HTTP API. You can also send messages directly to your CRM and use your CRM’s automations to send emails from there.

We integrate with Hubspot, Salesforce, Pipedrive, Close, Loxo, and more.

Clay is the enrichment layer that exists in a 2-way sync with your CRM to keep it always up-to-date. Your marketing operations team can set up all the enrichments you need in Clay. Because these will auto-sync to your CRM, your SDRs can operate simply in your CRM as usual.

For example, SDRs can find a relevant company and click a box to trigger Clay enrichments in the background. Within a few seconds, all the relevant enrichments will be added to your CRM as fields for them to reference.

Yes! Any current user can refer other users by navigating to their workspace settings in the app and clicking "Referrals". When somebody signs up for a paid account using your referral link, both of you will earn 3000 credits.

Unfortunately, we aren't able to grant any referral credits to those who didn't sign up using a referral link.

Clay credits are the currency you use to purchase different data points and actions in Clay. The vast majority of actions in Clay are either free, or cost 1-2 credits, but the average cost of a data point or action varies depending on the provider.

For example, finding an email costs 2 Clay credits if you use Prospeo, DropContact, Datagma, or Hunter.io. However, finding an email from People Data Labs costs 5 credits—simply because we pay more money to get the same data from People Data Labs vs. others.

Some data points, like mobile numbers, are harder to find and are more expensive as a result. Finding a mobile number starts at 2 credits, but it can cost 5 (People Data Labs), 13 (Selligence), 15 (ContactOut), or even 25 (Datagma) depending on the provider you use.

List building/prospecting and data cleaning is free on Clay. Integrations with CRMs or email sending tools are also free on our Pro plan.

We charge credits for data enrichment, because we have to pay data providers to access lead or account research. That includes things like fundraising data, LinkedIn profiles, contact information, AI web scraping, etc.

If you have existing subscriptions to any data enrichment tools, however, you can use them free of cost in Clay by connecting your own API keys.

If you are on a monthly plan, unused credits will roll over and accumulate in your account. The maximum accumulation is capped at 2x your plan’s monthly credit limit.

• For example, if your plan includes 50,000 credits per month, your maximum balance would be 100,000.
• If you cancel or downgrade, you have one month to use any excess credits. After that month, your balance will be reduced to the credit rollover limit of your new plan.

If you are on an annual plan, you are eligible for a 15% credit rollover of unused credits, provided you renew on the same or a higher-tier plan.

If you only need more credits for a particular month, you can purchase credit top-ups directly from your billing modal. New credits will be added to your balance instantly and there will be no changes to your plan or billing cycle. If you foresee an ongoing increase in credit usage, you can upgrade to the next tier in your pricing plan. This will reset your billing cycle and you will receive the new credit allotment from the new plan instantly.

Nope! You can add as many people as you’d like to your workspace, completely free.

Check out this credits explainer document and forecasting calculator (in beta) to better understand your credit needs. Email us at support@clay.run if you need more help.

You can change your plan in your billing section at any time. If you downgrade, you can enjoy your plan’s current features until the next payment due date. If you upgrade, your cycle will reset immediately, and the new credit allotment is added on top of your current credit balance so that you can use them and available features right away.

If you upgrade, the new credit allotment is added on top of your current credit balance, and your cycle will reset immediately to provide you a new month to use them.

You can find the option to cancel in the Billing section at any time. You’ll enjoy your plan’s features until the next payment due date; at that point, you’ll be moved to the free plan. You can subscribe to a new plan whenever you’d like by clicking on the Upgrade Plan button that would then replace Billing.

We have a 10% discount if you sign up for an annual plan—and you get all your credits upfront! We also have a non-profit discount of 25%. If you qualify, please send your 501c3 documents to support@clay.run.

By moving to enterprise you unlock features that:

1. Make your team more efficient at using Clay (credit use reporting, custom internal templates)
2. Enrich more leads (larger credit packs, unlimited LinkedIn)
3. Unlock new use cases (Continuous CRM Enrichment, 1st Party Data from Snowflake).

Trial and free accounts are limited to 50 rows per table. This helps new users explore Clay more broadly by trying different data sources, enrichments, and workflows before committing credits to large actions. It also prevents accidentally using up all your credits on a single table before you have had a chance to see everything Clay can do.

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You get access to the features from our Pro Plan and 1000 credits to test Clay out. Tables in trial are limited to 50 rows. We highly recommend going through our learning resources, like Clay University, and running just 20 to 30 rows at a time as you get more familiar with Clay.

This quick demo video answers most of the questions we see from customers going 0 to 1. You can also access our learning library at Clay University or reference our Docs to learn about the basics of Clay’s UI and integrations.

Your team members can make their own trial accounts, or you can invite them to work with you in a your central workspace: just go to “Workspace Settings” in the top left corner of your Clay app to invite them.

This quick demo video answers most of the questions we see from customers going from 0 to 1. You can also access our learning library at Clay University.

If you still feel uncertain feel free to reach out to us at support@clay.com!

Clay is primarily self-serve outside of Enterprise plans. The best places to learn about us are by going through Clay University, messaging us on Slack, or emailing us at support@clay.run!

Please fill out this form with a few details about yourself and we’ll be in touch shortly.

• The Clay Creators Program is focused on thought leadership and Clay advocacy. The aim is help you grow your audience through Clay content! – Apply here
• The Clay Experts Program is designed for mutual growth with agencies that offer top-notch Clay service. – Apply here
• The Clay Enterprise Partner program is our most elite partnership program with active co-marketing and co-selling initiatives
• The Clay Club Hosts program supports passionate, natural leaders in bringing together and growing their local GTM communities, starting with existing Clay users. – Join the club.

In order for customers to get attributed to you for rev-share and receive 3,000 credits, they must:

1. Visit clay.com using your unique referral link from Rewardful
2. Not clear the mandatory cookies used to tag you as the referrer
3. Use the same browser from visit to signup
4. Become a paying customer

If all of the above conditions were met but you are still missing attribution, please fill out this form: https://clayhq.typeform.com/to/pV2u1kxs#intercom_id=xxxxx

You will need to prepare:

• The referred customers email associated with Clay
• new signup workspace #
• referrer name
• Your unique referral code from Rewardful
• A screenshot of your conversation with the customer confirming their intention to be referred by you

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Please check your spam folder for an email from “rewardful.com”. If there’s nothing there, please email lele.xu@clay.com with the subject “[Your name] - Rewardful invite needed”

We have a default 30 day waiting period. This is used to prevent paying commissions to sales that may be refunded. You will see these in the ‘Pending Commissions’ category.

After your affiliate payment has passed the 30 day waiting period and we review / approve payout, your payment will be deposited to the Paypal account associated. We review and approve payouts on a weekly basis.

As a part of our policy, we unfortunately do not retro-actively attribute revenue for forgotten sign-ups or sign-ups that occurred prior to creator program membership.

Our apologies for the inconvenience.

Per policy, we do not provide free credits or premium feature access for our programs.

However, we can provide temporary access and one-time credits on a case-by-case basis for certain marketing campaigns or for testing use cases.

Please email social@clay.com with your content or testing idea and desired access and we’ll be in touch with what we can do! :)

We do not offer product discounts to our creators at this time. However, many of our creators and experts make meaningful money from the 20% affiliate rev-share program

You’re already knowledgeable in Clay and actively engage with our product. You’re comfortable creating and posting content regularly on social platforms, especially LinkedIn, and already have an audience focused on marketers, sales, and ops. Maybe you’re a freelancer or agency lead already using Clay with your clients. Or maybe you’re an SDR, AE, RevOps leader integrating Clay into your enterprise GTM motion. Creators are Claymakers that push the boundary of our product, keep up with our new features, and engage within our ~15,000 Slack community‍

We process Creator applications at the beginning of each month. E.g. if you submitted your application any time in January, you’ll hear back in the first week of February.

It can take up to a month as we process applications in batches. While you wait, keep building tables and making content! Feel free to re-submit your application if your answers have significantly changed

Due to the volume of applications we receive each month, we’re unable to provide individual feedback. A few notes on our acceptance criteria:

1. We do not qualify based on follower count. Rather, we look for consistent posting and evidence of growth.
2. Acceptance is based on our judgement of content quality and originality, as well as how your application fits into the rest of the accepted cohort.

We always encourage you to re-apply when you’ve posted more consistently and seen growth in channel size / engagement, and when you hone in on your voice and audience a bit more!

Oh no, our email may have bounced or gone to spam! Please email lele.xu@clay.com with your email with the subject “[Your name] - Creator Application Status Request” and the date when you submitted the application.

While we don't have a cap on the program, Clay keeps the bar high for creators. It can take up to a month as we process applications in batches. While you wait, keep building tables and making content! Feel free to re-submit your application if your answers have significantly changed.

Unfortunately (or fortunately), Yarn is doing really new things with AI that sometimes take a few tries to get right. If you refresh, let the content generation load, and still doesn’t work, feel free to use the static assets provided.

Yes! Please email lele.xu@clay.com with subject “[Your name] - Creator Photo Update” and make sure to attach the image you’d like to use to the email.

Yes! Please message in #06_creators-and-experts-support

We process Expert applications at the beginning of each month. E.g. if you submitted your application any time in January, you’ll hear back in the first week of February.

Due to the volume of applications we receive each month, we’re unable to provide individual feedback beyond the email given. A few notes on our acceptance criteria:

1. We only admit the top ~20% of candidates out of every batch. Almost every single application we receive is from a user who knows Clay well. Please don’t take rejection here to mean that we don’t see and value your contribution to the Clay ecosystem!
2. The use cases that our customers are looking for also influences who we accept into the network, and this is constantly changing.
3. Finally, we try to diversify the skillsets, locations, industries, and other factors of the cohort as a whole. E.g. if we have a big number of outbound agencies, we try to accept fewer in order to provide the range of services that customers look for when browsing clay.com/experts

We always encourage you to re-apply when you’ve worked with more clients, hone in on specialized use cases, and continue to stay on top of the products!

Oh no, our email may have bounced or gone to spam! Please email support@clay.com with your email with the subject “[Your name] - Creator Application Status Request” and when you submitted the application.

You will need your Expert ID, given to you when you first created an Expert page.

If you no longer have this, please email lele.xu@clay.com with the subject “[Your name] - Expert ID”.

If you do have it, you can use it to submit an update form here: https://airtable.com/appxvE80Wojwdo9yE/paga8DK8qkT91w0yy/form

We will review and publish your update within 3-5 business days.

We approve 1 request per quarter per Expert - quality over quantity!

Please fill out this form to propose your idea: **https://clayhq.typeform.com/to/gEXmNrQp**

We are currently not customizing these for you but you can find all the assets to DIY, pinned in 06_experts in Slack!

The main reasons customers want an Enterprise plan are: their credits volume requirement is higher than the max Pro plan of 1.8m credits/year, they want Enterprise-only features such as SSO or pass-through tables, or they want a dedicated Growth Strategist.

Please get in touch with us by submitting as many details as possible using this link:  http://clay.com/refer-a-deal. The GTM Engineering team will review your request and be in touch  after to coordinate with you and your client.

On your invoice, sales tax is calculated based on Clay’s determination of the taxability of the product(s) you purchased, the address information provided by you, and the tax rate of the applicable jurisdiction where you are located. If you need to update your address information please contact support@clay.com.

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For customers located in the United States, Clay is required to charge and collect taxes on sales in certain jurisdictions that have laws requiring the taxation of our products AND Clay has either a physical presence or has met certain economic thresholds within that jurisdiction. These taxes vary by jurisdiction but include sales taxes and excise or privilege taxes.

For customers located in the United States where Clay’s products are taxable but Clay does not have a physical presence or has not yet met the economic thresholds, no sales tax will be charged. This however may change in the future due to changes in law or Clay meeting any of the requirements for charging and collecting tax in that jurisdiction.

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The entire amount charged to a customer for sales tax is remitted to the required

jurisdiction and no amounts are retained by Clay.

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Certain businesses such as non-profit organizations, educational institutions and other organizations may have tax exemptions in various jurisdictions. If your business has an exemption certificate please contact support@clay.com and provide a copy of the exemption certificate to us.

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