Clay Templates

Use our community’s most popular Clay templates to jumpstart your outbound motion.
Find high-intent accounts with long-term expansion potential
by
Kyle Asay

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

Find retail companies with active promotions
by
Clay Team

This workflow will help you:

  1. Find lookalike companies similar to your target prospects
  2. Determine whether those companies have active promotions
  3. Capture promotional details
  4. Check to see if those companies use a specific product, service, or competitor

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

Mine anyone’s professional network for warm intros
by
Clay Team

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.

Extract a list of companies that can't be filtered for on Apollo or scraped from Google Maps
by
Clay Team

In this workflow, you'll be able to

  1. Scrape search results of affiliate websites using Serper
  2. Scrape affiliate websites for companies that are typically hard to generate a lead list from
  3. Compile them into JSON format to export to a different table with each scraped domain in a separate row

To run this play, you will need your own Serper.dev API Key. 

Recruit Github contributors
by
Clay Team

Pull in contributors from a specific github repository, find their email and write an email.

Build a lead list using Google and Yelp
by
Clay Team

This workflow will allow you to:

  1. Find local businesses using Google Maps
  2. Find business info with Yelp such as recent reviews, phone numbers, and ratings
  3. Categorize these businesses
Check if you have mutual investors with target companies
by
Clay Team

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

How Clay uses Clay to find, prioritize, and reach out to job candidates
by
Clay Team

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
Pitch partner programs to companies
by
Amit Sarda

Learn how this template works

Use Google Maps to find local businesses and their contact information
by
Clay Team

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.

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

Generate target ICPs using AI
by
Clay Team

Determine a company’s ICP and competitive edge using AI

Check a company's investment in sustainability
by
Ian Carnevale

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
Recruit Sales Managers
by
Clay Team

Learn how to use this template

Find company lookalikes from HubSpot
by
Clay Team

This workflow imports contacts from HubSpot, enriches them, and finds lookalikes using AI and native integrations.

Find Influencers by Following, Recent Posts, and Experience
by
Clay Team

Description

The Clay workflow 'Find company influencers by following, recent posts, and experience' is an invaluable tool for marketers and sales teams as it enables them to identify key players in their industry. By tracking influencers' activity and analyzing their following, sales and marketing teams can strategically reach out and engage with these influencers, potentially expanding their brand's visibility and reach. Additionally, this workflow streamlines the process of finding collaborators for content partnerships and promotional campaigns, ultimately driving more leads.

Instructions

Change prompts and formulas to your company's operations and campaign objectives

Find Recently Hired Decision Makers at Companies
by
Clay Team

Learn how to use this template

Enrich people's profiles of who commented on a LinkedIn post
by
Clay Team

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.

Generate new leads from the deals you just closed
by
Mark Larson

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
Target your competitor's followers
by
Balsa Kosic

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
How To Outbound - Clay's Outbound Motion for ClickUp
by
Clay Team

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
Track Past Clients Who Changed Job
by
Alexis Martial
Find Key Decision Makers at any Company with just a Website URL
by
Clay Team

Learn how to use this template

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