Learn how to use this template
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."
This workflow will enable you to:
- Find the investors of a target company
- Check to see if you have overlapping investors with them
- Identify the partner(s) that invested in that company
For detailed instructions on how to use this template, check out this Claybook