In this workflow, you'll be able to:
- Retrieve support conversations from Intercom
- Use ChatGPT to run them through qualitative checks
- Send the feedback to a Slack channel
For detailed instructions on how to use this template, check out this Claybook
This template will allow you to
- Automate account research
- Create automated research summaries in Google Docs
- 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 will help you:
- Import newsletter subscribers from HubSpot or another CRM
- Categorize them based off of name and email information
- Enrich contacts with missing name or email information and LinkedIn profile data
- Create or update contacts back in HubSpot
This workflow will help you:
- Identify a prospect's skills and personal interests based on their LinkedIn profile
- Suggest a gift for you to send based on their interests
- 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 clean and update companies in your CRM with corporate hierarchy data from HG Insights. This is useful for preserving your CRM's data quality and strengthening your outbound campaign efforts by targeting accounts more precisely.
This table will enable you to add a list of cities you want to find businesses in and use Serper.dev to pull Google Maps listings of those businesses into Clay. Using Claygent, Clay’s AI web researcher, you can find the owners of those businesses and find their work emails to perform outreach.
