Before we begin
Want to send personalized outbound messages to qualified prospects who submitted Typeforms for content downloads and event registrations?
In this Claybook, we’ll show you how to import Typeform contacts into Clay, enrich them with job titles, classify them based on seniority, qualify them for sales, and personalize an outbound message—without lifting a finger.
Steps
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.
Step 2:
Connect to Typeform and import leads
Next, import leads from Typeform and map form fields to column fields, one by one.
Note: You can only retrieve new responses from Typeform, not previous responses.
Step 3:
Customize “level grade”
Currently, this table uses Claygent, Clay’s AI research agent, to analyze LinkedIn profiles and categorize leads into three buckets (which later get used to qualify leads):
- “A“' if the role is founder, C-suite, or lead
- “B” if the role is at the manager level
- “C” if the role is junior
To customize level grades, edit the “Use AI to level grade” column.
Step 4:
Customize “sales qualified” criteria
This table labels leads “sales qualified” if they have more than 1,000 employees and received an “A” level grade (founder, C-suite, or lead).
To customize sales qualified criteria, edit the “Account Classification” column.
Step 5:
Customize sales pitch formula
Last, so you can tailor your outbound to fit your voice, tone, and needs, customize the sales pitch formula in the last column.
Copy the template
Automate your entire lead follow up process, from submission to enrichment to scoring to outbound.
Simply copy this template, follow the steps above, and let Clay work its magic.
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.
Clay University
Master Clay in a few core lessons. Uplevel your data enrichment, craft better outbound messages, and book more meetings.
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Our best content on growing your GTM motion, from outbound sales automation to AI lead generation.
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