Before we begin
How does GoNimbly streamline multi-threading and next steps after sales calls?
By automating the entire process using Gong, Hubspot, and Clay.
This Claybook helps sales reps efficiently multi-thread by automatically capturing meeting attendees' emails, enriching their profiles, sending them directly to the CRM, and messaging them at the right time.
Here’s how it works:
- Capture meeting attendees emails
- Enrich their profiles in Clay
- Send enriched contact data back to your CRM
- Receive Gong call summaries in Slack
- Automate multi-threaded outbound via Gong Flows
Steps
Copy this template
First, copy both templates 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:
Prepare “GET Calls” HTTP/API
To retrieve calls from Gong, open the “GET Calls” column and edit the timeframe for which you want to import. Then paste your Gong API token in the marked spot. Clay will store all calls within the timeframe—directly in the table. No data warehouse needed.
This table uses the “Basic Authorization” HTTP header. You can also retrieve calls through Oauth using the Bearer token. Learn how to create both here: Gong API, retrieve call data.
Step 3:
Set up “Write to other table”
Next, send call data to your second table (Calls and enrichment) where we’ll pull in all details, enrich contacts, find emails, and draft quick, informed follow ups.
Step 4:
Configure “Transcripts” HTTP/API
To get transcripts for calls in the “Calls and enrichment” table, open the “Transcripts” column and paste your API token in the marked spot. Learn more about Gong’s “transcript” documentation here.
To get detailed call data from Gong records, open the “Get call details” column and paste your API token in the marked spot.
In order to change what call details you want to retrieve, edit the body (optional). Currently, the main call details include: brief, topics, parties on the call, outline, keywords tracked, highlights, and points of interest.
Learn more about Gong’s “extensive” documentation here.
Step 5:
Set up HubSpot lookups and add to Gong “Flow
Next, add your HubSpot account so you can “lookup” contacts in your CRM and update or create a deal. This table repeats this step seven 7 times, so add your Hubspot account to each of the seven columns. If you don’t use HubSpot, you can delete these columns and replace them with your CRM.
Last, add your enriched prospects to your Gong “Flow” (their version of an automated outbound sequence) for multi-threaded outreach.
Copy the template
Capture meeting attendees' emails, enrich their profiles, send them directly to the CRM, and message them at the right time.
Simply copy this template, follow the steps above, and let Clay work its magic.
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.
Clay University
Master Clay in a few core lessons. Uplevel your data enrichment, craft better outbound messages, and book more meetings.
Go to market blog
Our best content on growing your GTM motion, from outbound sales automation to AI lead generation.
Integrations
Browse through all the integrations you can connect to Clay in seconds and discover what you can do!
Clay Experts
Hire a Clay Enterprise expert or find a Clay partner to help with your next project
Clay's Chrome extension
Clay’s Chrome Extension makes it wicked easy to find leads almost anywhere on the internet