Learn how to use this template
In this workflow, you'll be able to:
- Look for facts mentioned on prospects' LinkedIn profiles
- Use AI to generate a unique one-liner
- Reference a fact on a prospects' website if it cannot find anything relevant on their LinkedIn
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 allow you to:
- Import information from prospects through a webhook, such as favorite snacks and whether they requested company merch
- Add that information to a row in a Google Sheets document
- Do an allergen check on the snacks listed and provide an amazon link on where to purchase them
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."