claybook

Qualify personal emails in your CRM with Minerva + Clay

How to enrich and action gmail leads in your CRM.

What we used

Clay (Free): to enrich people and personal emails with professional profiles

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Before we begin

Most CRMs are cluttered with dead ends like personal emails you can’t qualify. That means wasted SDR time and missed revenue. Minerva + Clay resolves Gmail leads into verified buyer profiles, complete with professional identity, wealth, and income insights so you know exactly who’s worth your time.

Minerva is the B2B2C identity graph built for operators. They turn any identifier into a 360° person profile so you can qualify, segment, and activate leads instantly inside Clay. Minerva can resolve a full person profile using any of the following: email, name or phone. The more info you provide, the higher the match rates will be. Try it out below!

How it works:

  1. Copy the template to your Clay workspace
  2. Input the fields you have (e.g. full name, personal email, phone)
  3. Run the enrichment to retrieve a full profile

Steps

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Step 1:

Copy this template

First, copy this template in Clay. 

If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

The interactive demos on the right will walk you through each step of this Claybook.

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Step 2:

Input identifiers

Next, enter as many identifiers as possible (email, name, phone). We can enrich using just an email, but adding more details increases our match and confidence rates. Once your identifiers get entered, the enrichment will run automatically.

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Step 3:

Add enriched data to columns 

Next, add in any additional relevant columns, like Linkedin URL, to your table. You can further enrich the profile (using Minerva’s “Enrich person wealth & income”) to get professional background, contact info, and more.

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Step 4:

Make it your own

Last, get creative!

You can further enrich the profile (using Minerva’s “Enrich person wealth & income”) to get professional background, contact info, and more. You can connect the table to your inbound lead form to enrich every net-new lead. Or you can layer in any of Clay’s enrichments—firmographics, technographics, hiring signals, news, social profiles, intent data, and more—to build the exact view you need.

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Copy the template

Start qualifying personal emails in your CRM with Minerva + Clay.

Simply copy this template, follow the steps above, and let Clay work its magic. 

Copy this template

Need help?

If you have any issue, you can ask for help in Slack or schedule time with a Clay expert.

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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