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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

This campaign pulls in an existing list from the client's Hubspot or Salesforce Account. This list can be imported either from a CSV or from the native import feature in Clay.

Low Hanging Fruit is a term commonly used in sales that refers to leads that are most likely to convert. In theory, it'd be much easier to book a meeting with somebody who is already familiar with a client's company and their offering. This is why the re-engage can work well.

It's also a strong campaign because there's most likely existing data points about each prospect/lead that we can utilize in the copy. We'd run this campaign for a client pretty early on in our engagement with them especially if they have an existing inbound work-flow. The copy will reference whatever activity led to the prospect to be on the HS / SFDC list, whether that be a form-fill, a demo/meeting request, a meeting held, etc. A brief 1-liner overview of the client's offering should also be worked into the campaign. Additionally, referencing recent news or a problem the prospect may be facing that the client solves should be worked into the copy using AI prompting.

This generated us roughly 30 positive replies over the course or 2.5 months and 15 of those replies were meeting requests.

In this workflow, you'll be able to:

1. Enrich your prospect list with people and company data
2. Use AI and Google to identify their company's mission statement, ICP, and customers
3. Personalize emails referencing that data

Learn how to use this template

Check if a contact in HubSpot changed jobs and update their new job details in CRM

This workflow will allow you to:

1. Generate and enrich a list of companies based on size, industry, and headcount
2. Import a new list of people from your company list based on a criteria of your choosing\
3. Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
4. Personalize emails to your prospects referencing this data