Find people using a Sales Navigator URL, enrich for contact info, and push updates to your CRM

This workflow imports contacts from HubSpot, enriches them, and finds lookalikes using AI and native integrations.

In this workflow, you'll be able to:

1. Pull in news articles relevant to your search query by extracting the RSS Feed
2. Extract the business referenced in the article with Claygent and enrich it using integrations
3. Find contacts at those companies and enrich them with emails

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In order to run this workflow, you'll need to use the two templates below:

• Gong HTTP/API
• Calls and enrichment

Once you've copied both of these templates into your workspace, follow the instructions in the video above to:

1. Set up "GET Calls" to retrieve calls from Gong
2. Send your call data to a separate table for enrichment
3. Get the call transcripts and details
4. Setup HubSpot lookups and updates
5. Send next step notes summarized from Gong call recordings through Slack

Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:

1. Import opportunity data from Salesforce
2. Find and enrich similar companies based on keywords and industry
3. Find and enrich people from these companies that fit your ICP
4. Use AI to generate some discussion points that can be used for potential outreach
5. Send these records back to Salesforce

This workflow will allow you to:

1. Import contacts from Typeform
2. Enrich them with personal  and company data
3. Categorize them and distribute those leads amongst your SDRs

For detailed instructions on how to use this template, check out this Claybook