Check if a contact in HubSpot changed jobs and update their new job details in CRM
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
This workflow will help you:
- Find lookalike companies similar to your target prospects
- Determine whether those companies have active promotions
- Capture promotional details
- 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
Using a company URL, you can use this workflow to:
- Enrich companies with firmographics and find champions within those companies using job titles
- Find the annual revenue for each company
- Find customers at each company
- Automate a personalized email referencing this enriched data
In this workflow, you'll be able to:
- Find target companies (and their LinkedIn profiles) based on specified criteria like location, size, employee count
- Enrich companies with pain points, feature sets, and company narratives
- Use AI to turn enriched data into personalized product demo snippets
- Send those personalized product demos to your prospects at scalee
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