In this workflow, you'll be able to:
- Find companies that use your competitors
- Find contacts at those companies
- Generate personalized messages and push them to your email sequencer
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:
- Import opportunity data from Salesforce
- Find and enrich similar companies based on keywords and industry
- Find and enrich people from these companies that fit your ICP
- Use AI to generate some discussion points that can be used for potential outreach
- Send these records back to Salesforce
This workflow will help you:
- Import newsletter subscribers from HubSpot or another CRM
- Categorize them based off of name and email information
- Enrich contacts with missing name or email information and LinkedIn profile data
- Create or update contacts back in HubSpot
This workflow will enable you to see whether your prospects are running ads on a variety of platforms, such as LinkedIn, Facebook, Google, or a combination of them. Based on which platform they're using, you can personalize copy to reference this data as a conversation-starter.
Furthermore, you can determine the type of customer this company sells to and generate digital ad ideas to mention in your outbound.
This workflow is triggered when someone books a meeting with you. From there:
- An automation is triggered which sends a team member a message about the booked meeting
- This slack message will include enriched information on the prospect
- Then it sends the prospect a quick pre-call video with whatever you want to say