Streamline multi-threading and next steps after sales calls

Duplicate

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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:

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

Explore more templates

Find lookalikes of warm leads and send to a Smartlead campaign

Patrick Spychalski

This workflow will enable you to:

Import leads from Common Room and RB2B
Find lookalikes of your warm leads
Find people from those lookalikes, enrich them with emails, and send to a Smartlead campaign

Build a lead list using Google and Yelp

Clay Team

This workflow will allow you to:

Find local businesses using Google Maps
Find business info with Yelp such as recent reviews, phone numbers, and ratings
Categorize these businesses

Generate personalized gift ideas

Clay Team

This workflow will help you:

Identify a prospect's skills and personal interests based on their LinkedIn profile
Suggest a gift for you to send based on their interests
Provide a gift URL to show where you can purchase it

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

Find Keywords in a Company Website

Clay Team

Learn how to use this template

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Find ICP with one product and it's price of E-Commerce Stores

Utkarsh Singh Rana

This Clay workflow takes the website of the E-Commerce store you are reaching out to and does the following:

Determines the customer type the store caters to
Identifies the product, price of the product, and type of product that the store is selling
Performs a quantity calculation to determine what quantity of the product it would take to be equal to the services you are offering.

For a more detailed walkthrough of this template, visit here.

Use LinkedIn and formulas to track when a person changes jobs

Clay Team

This workflow enriches LinkedIn profiles and provides formulas intended to track if and when a person changes jobs as well as the start date of their current role.