Check if a contact in HubSpot changed jobs and update their new job details in CRM
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 workflow will do the following:
- Auto-import companies from HubSpot, and see if they exist in Salesforce
- Enrich companies based on any criteria with any of Clay's integrations
- Update that record in Salesforce
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:
- Set up "GET Calls" to retrieve calls from Gong
- Send your call data to a separate table for enrichment
- Get the call transcripts and details
- Setup HubSpot lookups and updates
- Send next step notes summarized from Gong call recordings through Slack
In this workflow, you'll be able to
- Scrape search results of affiliate websites using Serper
- Scrape affiliate websites for companies that are typically hard to generate a lead list from
- 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.
This workflow will allow you to:
- Import support ticket threads from Intercom
- Use AI to summarize the support ticket thread
- Generate a help article that addresses the issue
For detailed instructions on how to use this template, check out this Claybook