Streamline multi-threading and next steps after sales calls
Duplicate template
Duplicate

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

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
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Instantly enrich Intercom support tickets every time a new one gets opened
by
Clay Team

This workflow will enable you to:

  1. Enrich users with company and personal data
  2. Send enriched data back to Intercom as notes
  3. Update Salesforce lookup columns

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

Extract a list of companies that can't be filtered for on Apollo or scraped from Google Maps
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In this workflow, you'll be able to

  1. Scrape search results of affiliate websites using Serper
  2. Scrape affiliate websites for companies that are typically hard to generate a lead list from
  3. Compile them into JSON format to export to a different table with each scraped domain in a separate row

To run this play, you will need your own Serper.dev API Key. 

Personalize emails to prospects based on customer data
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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
Track new business locations, funding announcements, acquisitions and intent data by puling information from RSS Feed
by
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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
Find keywords on LinkedIn profiles
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In this workflow, you can find LinkedIn profile URLs with only a full name and company name and search those profiles for specific keywords 

Auto Prospect B2B Companies Listed on Product Hunt via RSS Feed
by
Daniel Greaves

This recipe pulls in the RSS feed of Product Hunt automatically every 24 hours. From there, this workflow provides the following:

  1. Product Hunt link
  2. Company name and domain
  3. Company type (B2B, B2C, etc.)
  4. Enriched company data, such as latest fundraising information or number of employees
  5. People at the company based on job titles and other criterias

Streamline multi-threading and next steps after sales calls

Duplicate

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

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

Learn with our resources

Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.

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providers
Dynamic label
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use cases
AI copywriting
AI personalization
Enrichment
Automated outbound
roles
Sales
author
Alex Carstens