Clay Templates

Use our community’s most popular Clay templates to jumpstart your outbound motion.
Send website visitors custom videos in Sendspark
by
Patrick Spychalski

In this workflow, you'll be able to:

  1. Import a list of website visitors
  2. Find lookalikes of those website visitors
  3. Send them a custom video in Sendspark
Streamline multi-threading and next steps after sales calls
by
Alex Carstens

In order to run this workflow, you'll need to use the two templates below:

Once you've copied both of these templates into your workspace, follow the instructions in the video above to:

  1. Set up "GET Calls" to retrieve calls from Gong
  2. Send your call data to a separate table for enrichment
  3. Get the call transcripts and details
  4. Setup HubSpot lookups and updates
  5. Send next step notes summarized from Gong call recordings through Slack
Personalize outbound to former bosses of recent job movers
by
Clay Team

This workflow will enable you to:

  1. Find people who recently changed jobs and fit your ICP
  2. Find the job movers' bosses and enrich them with emails
  3. Personalize outbound to job movers' bosses

For detailed instructions on how to use this template, check out this Claybook

Find lookalikes of warm leads and send to a Smartlead campaign
by
Patrick Spychalski

This workflow will enable you to:

  1. Import leads from Common Room and RB2B
  2. Find lookalikes of your warm leads
  3. Find people from those lookalikes, enrich them with emails, and send to a Smartlead campaign
Identify website visitors for warm outbound (R!B2B, Clay, Lemlist)
by
Stan Stojanovic

Learn how to use this template

Personalize Outbound with Prospects Main Challenges
by
Mark Colgan

Description

The Clay workflow 'Personalize outbound with prospects main challenges' is highly useful as it allows sales and marketing teams to tailor their communication to directly address the primary concerns or problems faced by their potential customers. This not only shows a deep understanding of the prospect's needs but also helps in crafting more effective and targeted marketing strategies. The personalization can lead to a higher response rate and engagement, improving the overall effectiveness of the marketing or sales campaign.

Update Claygent prompts to your industry/outbound focus

Clay brand asset shaped as a conglomerate of 3D objects made out of yellow, red, blue and green clay

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Submit one of your Clay templates and help others get a head-start in their outbound journey!
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