claybook

Find lookalike companies from CRM contacts

Expand your targeting pool with high-fit companies seconds.

What we used

Clay (Free) to find lookalike companies 

CRM to import contacts that Clay will use to find lookalikes

free resources
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Before we begin

Need a quick way to find high-fit target accounts? 

This Claybook takes imported contacts from your CRM, finds lookalike companies automatically, and use ChatGPT to write a short summary about what they do. 

Steps

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Step 1:

Copy this template

First, copy this template in Clay: 

If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

The interactive demos on the right will walk you through each step of this Claybook. 

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Step 2:

Import contacts from HubSpot (or your CRM)

Next, if your HubSpot account isn’t connected already, add it. If you don’t use HubSpot, you can remove this column and add your CRM import instead.

After you connect your CRM account and import contacts, open the “Enrich company” column and map the company URL field from your import data. 

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Copy the template

Expand your targeting pool with lookalike audiences. 

Simply copy this template, follow the steps above, and let Clay work its magic.

Copy this template

Need help?

If you have any issue, you can ask for help in Slack or schedule time with a Clay expert.

Learn with our resources

Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.

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