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This workflow will do the following:

1. Auto-import companies from HubSpot, and see if they exist in Salesforce
2. Enrich companies based on any criteria with any of Clay's integrations
3. Update that record in Salesforce

This workflow uses Claygent to enrich school districts based on numerous data points. Specifically, you'll be able to find out:

• School district URL
• School superintendant
• School district size
• Student-teacher ratio
• Average SAT score
• Average ACT score
• City Locations

In this workflow, you'll see how LaunchDarkly finds and scores high propensity accounts. Specifically, you'll be able to:

1. Build a list of companies based on a specific criteria
2. Identify unique propensity signals
3. Score TAM and propensity for your target account lists

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

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This workflow can help you gain insight on your prospects digital advertising strategies. Specifically, you'll be able to:

1. Confirm whether your prospects are running search ads or shopping ads
2. Differentiate between text, image and video ads
3. View the ad transparency URLs from your enrichments

To run this play, you will need to input the company name, company domain, and your Serp API Key. 

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This template utilizes a combination of data providers to find work emails, starting with personal emails. Here's how it works:

1. Finds a person's professional profile identifier via their personal email
2. From their profile, finds their current company and that company's domain
3. Finds their work email using their name (from the newly found profile) and company domain

To find each of these data points, the template utilizes waterfalls – a powerful Clay feature that allows fetching data from multiple sources, providers, or databases with ease.

Enrich companies with positive news, 2 unique customers and the number of open jobs, to write a personalized cold email.

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Using the “People also viewed” section of someone’s professional page such as LinkedIn, you can find their close connections, map them to another table, and then qualify if they are a good fit for your ICP.

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

In this workflow, you'll be able to:

1. Enrich your prospect list with people and company data
2. Use AI and Google to identify their company's mission statement, ICP, and customers
3. Personalize emails referencing that data

This workflow will enable you to:

1. Find the investors of a target company
2. Check to see if you have overlapping investors with them
3. Identify the partner(s) that invested in that company

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

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

• Gong HTTP/API
• Calls and enrichment

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

This workflow will allow you to:

1. Find a publicly-traded company's most recent 10-K pdf
2. Analyze the 10-K report and extract a list of future priorities and operational risks

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

Learn how to use this template

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In this hiring workflow, you'll learn how Clay finds and prioritizes candidates with AI formulas, Claygent, and more. Specifically, this workbook will enable you to:

1. Find people from a list of target companies
2. Filter through candidates with job title keywords (strategy, consultant, account manager, etc.)
3. Calculate how many times a candidate has been promoted with respect to the length of time they've been in their current role, to determine performance success
4. Use Claygent to categorize the target companies
5. Draft personalized emails referencing the above data

Learn how this template works

This workflow will allow you to:

1. Import contacts from Typeform
2. Enrich them with personal  and company data
3. Categorize them and distribute those leads amongst your SDRs

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

Learn how to use this template

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Use this template to leverage Google Maps in your prospecting efforts. This is best used for companies that don’t have a great LinkedIn presence but are easily found on Google Maps. In this example, we found the company’s Google ratings, role email address, and the founder’s LinkedIn profile and work email. Noticed that we used the Clay “Get Keywords” integration to double check that the person we is in fact the correct person so that you can filter based on that.

Scraping Indeed job listings to get the number of business locations, and then using a formula to turn that into a personalized first line of an email.

This template will allow you to:

1. Create automated and enriched pre-meeting notes using Clay
2. Send pre-meeting notes to Notion documents automatically
3. Send automated Slack notifications with links to Notion docs

In order to run this workflow, you will need Zapier (Pro), Notion, and Slack. For detailed instructions on how to use this template, check out this Claybook

This workflow will enable you to:

1. Enrich users with company and personal data
2. Send enriched data back to Intercom as notes
3. Update Salesforce lookup columns

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

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

Learn how to use this template

In this workflow, you'll be able to:

1. Generate customized landing pages for your leads
2. Reference someone’s job title, company logo, and more
3. Automatically push live updates to all published landing pages

Use this workflow to generate hundreds of pages for your ABM campaigns, outbound email sequences, inbound follow ups, and even ad campaigns, to help your leads convert. For detailed instructions on how to use this template, check out this Claybook

This template will allow you to

1. Automate account research
2. Create automated research summaries in Google Docs
3. Use account signals and context to prioritize targets, tailor messaging, and schedule outreach

To run this workflow, you will need Zapier(Pro), Slack, and Google Docs. For detailed instructions on how to use this template, check out this Claybook

This workflow is triggered when someone books a meeting with you. From there:

1. An automation is triggered which sends a team member a message about the booked meeting
2. This slack message will include enriched information on the prospect
3. Then it sends the prospect a quick pre-call video with whatever you want to say

Determine a company’s ICP and competitive edge using AI

This workflow will help you:

1. Identify a prospect's skills and personal interests based on their LinkedIn profile
2. Suggest a gift for you to send based on their interests
3. Provide a gift URL to show where you can purchase it

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

This workflow will enable you to:

1. Use a company's domain to check if they public webpages or recent news discussing sustainability
2. Check if any of those pages contain a sustainability report
3. See which countries the company operates in

Learn how to use this template

This workflow will help you:

1. Import newsletter subscribers from HubSpot or another CRM
2. Categorize them based off of name and email information
3. Enrich contacts with missing name or email information and LinkedIn profile data
4. Create or update contacts back in HubSpot

Learn how this template works

In this workflow, you can find LinkedIn profile URLs with only a full name and company name and search those profiles for specific keywords 

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In this workflow, you can find emails, clean company names, enrich LinkedIn company URLS, and enrich LinkedIn profile URLS before uploading contacts to Smartlead. This workflow can work for almost any CSV but is made specifically for the CSV you get from exporting from Apollo.

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Learn how this template works

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Here is the workflow that Oneaway uses to maintain less than 2% bounce rate on your emails. It includes prompts to clean your First name, Company name and Job title as well as a prompt to generate 3 variations of Email 1 of your campaign.


This walkthrough shows how Oneaway gets started on campaign work and helps service their clients much faster.

In this template you can: 

1. Find company domains and enrich them with funding data
2. Find and scrape these companies' Crunchbase URLs
3. Generate a summary of the reasons for the fundraising and what the company is most excited to do next

In this workflow, you can use a Google search and AI to find and compare the price of a hotel room between different booking sites, find the total number of rooms that hotel has, recent positive reviews, and if they use a specific type of booking management software. Lastly, you can reach out to people on your prospect list referencing this data.

Learn how to use this template

A table that enriches, scores, researches, and drafts an email for an inbound lead, using a person’s email + responses to the lead form questions

Learn how this template works

This template uses AI to determine the likelihood and potential for a prospect to understand AI or be pro-AI, checks for usage of a specific tool within the prospect's company, and then customizes & tailors the outreach to them based on the collected data points and research.

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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

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In this workflow, you'll be able to

1. Identify people who commented on a LinkedIn post
2. Enrich their profile with more information about them
3. Send enriched data into Google Sheets

This unlocks many use cases, such as the ability to identify people in your ICP who are engaging with your LinkedIn posts.

This workflow will allow you to:

1. Import Typeform contacts into Clay
2. Enrich and qualify those leads
3. Personalize a sales pitch outbound message

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

Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:

1. Import opportunity data from Salesforce
2. Find and enrich similar companies based on keywords and industry
3. Find and enrich people from these companies that fit your ICP
4. Use AI to generate some discussion points that can be used for potential outreach
5. Send these records back to Salesforce

This workflow uses LinkedIn URLS to verify whether a person still works at a given company. It is perfect for enriching a list of old LinkedIn URLS to determine whether your former contacts' have switched jobs.

Learn how to use this template

Example using mutiple types of research to personalize an email.

Find people using a Sales Navigator URL, enrich for contact info, and push updates to your CRM

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This workflow will enable you to target the followers of your competition. In this video walkthrough, you'll see how Oneaway targets the followers of RB2B and generate 75 leads in less than a week. This template will also allow you to:

1. Find the tech-stack from your prospects with Apify
2. Scrape the number of monthly visitors on your prospects site with Zenrows
3. Generate copywriting frameworks and provide email cleaning to ensure less than 2% bounce rate
4. Cleaning (name, title, company name) prompts that you can always use

In this workflow, you'll learn how to:

1. Enrich target companies with headcount growth, acquisition info, and the time they spend on documentation per year
2. Find the tech leads at these companies, such as product managers, senior directors, and project leads
3. Draft custom emails with AI referencing the company data to their prospects

Learn how to use this template

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Check if a contact in HubSpot changed jobs and update their new job details in CRM

Learn how this template works

This template uses a person's professional profile data, Claygent's research, and Google's Gemini LLM's reasoning capabilities to score people for outreach. It then uses additional logic to tailor the value-prop in the message for each prospect.

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Enrich prospects using their URLs to find name, role, company, email, and much more!