This template will allow you to:
- Create automated and enriched pre-meeting notes using Clay
- Send pre-meeting notes to Notion documents automatically
- 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
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
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.
In this workflow, you'll be able to:
- Send data from your CRM to Clay from a webhook
- Enrich company data using company domain and company LinkedIn URL as well as the people that were hired in the last 12 months
- Update rows in Google Sheets with company reports.
It's important to note that you will need to connect it to your own Google Sheet. To help you, here's the Google Sheet template that you can copy to your own workspace. Be sure to add your data to "Data Company."