Become a sales prospecting pro

How to Get Notified When People Change Jobs on LinkedIn

When dealing with high-value customers in your CRM, it's crucial to be aware of their career movements, such as when they leave a company, get a promotion or change positions. In this guide, we'll walk you through an exciting way to set up an automatic monitoring system to keep track of your leads' career changes using Clay. This guide will be a great companion to the corresponding video tutorial.

Preparations
1. Identify Your Leads: First, you need a list of leads you want to monitor, including their names and their SalesNav profile links. For the purpose of this guide, we assume that you have this list ready.

Step 1: Set a Historical Record of Leads' Current Company and Title
1. Navigate to Enrichments: Start by using Clay to enrich the data from LinkedIn, using the SalesNav links from your list.
2. Create New Columns: Next, create new columns in your list named after the current date, such as 'March 24th'. This will serve as a timestamp indicating when you've pulled the original title and company data for each lead.
3. Map Out the Data: From the SalesNow box, scroll down to 'Latest Experience', then map out your leads' current titles and the companies they work for into the newly created columns. Update these column names to include the date.

Step 2: Create Continuous Enrichment
1. Duplicate the Original Columns: The next step is to duplicate the original columns containing the title and company data.
2. Rename the Columns: After reorganizing the columns for clarity, rename the duplicated columns as 'Continuous' to indicate that these will be continuously updated.
3. Pull the Latest Data: Re-run the SalesNav enrichment to pull the latest title and company data for each lead into these new columns, named 'Current Title' and 'Current Company Name'.

Step 3: Monitor Changes in Titles and Companies
1. Create a New Formula Column: To easily spot any changes in titles or companies, create a new formula column. Use an AI formula generator to set the value to 'true' only if the 'March 24th' title or company differs from the 'Current' title or company.
2. Turn the Formula into a Checkbox: Change the data type for this column to a checkbox. When you re-run the enrichment process, the checkbox will be marked if a lead's title or company has changed since the last check.

Step 4: Create a View for Leads with Job Changes
1. Create a New View: For convenience, create a new view and filter it down to only show leads whose job change checkboxes are checked.
2. Pull Out Additional Data: In this filtered view, you can also pull out other relevant data, like the start date of the new position, from the 'Latest Experience'.

Step 5: Automate Personalized Messages
1. Generate Personalized Messages: You can leverage GPT or other AI integrations to automatically generate a personalized message to the lead upon a job change.
2. Create a Message Generation Column: If you create a column for this purpose, a personalized message will be automatically generated anytime a job change is detected and the lead is added to the filtered view.

Step 6: Regularly Update the Information
1. Update the List Regularly: To keep the data current, all you need to do is run the enrichment process for all the rows every two weeks, three weeks, four weeks, or every six months, depending on your needs

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Finding Work Emails from LinkedIn Profiles (at scale)

Learn how to leverage Clay's powerful features to enrich LinkedIn profiles and effortlessly discover work email addresses. In this step-by-step tutorial by Matthew from clay.com, you'll discover how to import data from a CSV file, enrich LinkedIn profiles, and find work email addresses using Clay's intuitive user interface.

Step 1: Starting with a Blank Table
Begin by opening Clay's user interface and creating a new blank table. This provides a clean canvas to add and organize your data effectively.

Step 2: Importing Data
To import data, select the option to import a CSV file. Eric demonstrates using an export from Apollo, but notes that only LinkedIn profiles will be used, not the email addresses provided in the export.

Step 3: Enter LinkedIn URLs
For each person, enter their LinkedIn profile URL into the designated field and import the row. Apply a quick filter to ensure you're working with complete data.

Step 4: Enriching Data
Navigate to the "Enrich Data" section and select "Enrich Person from LinkedIn Profile (New)." This action adds a new column to your table, but it requires further information to function properly.

Step 5: Inputting LinkedIn Profile Information
Click on the cell in the newly added column and either drag or click the LinkedIn profile information into the cell. Save your changes and run the enrichment process for all relevant rows.

Step 6: Exploring Enriched Profiles
Now that the LinkedIn profiles have been enriched, you can open each profile to access the comprehensive information available about the individuals.

Step 7: Finding Work Email Addresses
To find work email addresses, navigate to the person's latest experience section and locate a profile with a filled company domain. Map this information to your table and then click "Enrich Data."

Step 8: Mapping Required Fields
Type "find work email" in the search box and select "Find Work Email" under the people section. Map the necessary fields, including the company domain and the full name.

Step 9: Automating Workflow
To streamline the process, you can add more LinkedIn profiles to the table, and Clay will automatically find the relevant information, including work email addresses. This workflow remains intact even if you delete rows or add new data.

Take advantage of Clay's powerful capabilities to effortlessly enrich LinkedIn profiles and find work email addresses. For more insights and to ask questions directly to the Clay team, subscribe to their YouTube channel or join the community at clay.com/slack.

How to Find Decision Makers and their Contact Information

Step 1: Start with Your Company List
Start with your list of companies enriched to the point where you know who you want to reach out to.

Step 2: Use LinkedIn Integration to Find People
To rectify this, use the 'Find People' LinkedIn integration. It's one of the core integrations that most people use. Fill out the required information like the company domain, LinkedIn profile, and the specific roles you're looking for, such as founder, CEO, or co-founder.
Note: If you're looking for roles with multiple results, such as 'Head of Sales' or 'VP of Sales', use the advanced section of enrichment to handle this.
Ensure the person is currently at the company by checking the relevant box.

Step 3: Run the Integration
Run the integration for the first 10 rows. You'll find that for most of these companies, there's a match. You can then view the details of the match, which will contain valuable information like the LinkedIn profile, title, and name.

Step 4: Find Work Email
Now that you have the person's name, you can go back to 'Find Work Email' and map the name from the 'Find People' integration to the email finder. Run it for the first 10 rows.

Step 5: Map Information to the Table
Now, you've gone from just a domain to fully enriched information about both the company and the contact. You can map all this information to your table, including their title, the summary of their profile, their country, and other relevant details.

Step 6: Reach Out to Contacts
Finally, you have a fully enriched list of contacts that you can reach out to, complete with detailed information about their company and their personal background.Note: If you're looking for more than one person per company, follow a few more steps in the advanced section.

By following these steps, you can go from a domain to a fully-fledged outbound campaign. This guide shows the power of LinkedIn integration for company enrichment and contact information gathering.

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Using Clay to Enrich Companies via LinkedIn

Introduction:
Welcome to this step-by-step guide on leveraging Clay's powerful integration with LinkedIn to enrich company data. In this tutorial, we will show you how to extract valuable information from LinkedIn profiles and use it to enhance your prospecting efforts. Follow along with the accompanying video for a comprehensive visual demonstration.

Step 1: Accessing the Enrich Data Feature
• Start by importing a list of companies that you want to enrich with LinkedIn data.
• Click on the "Enrich Data" button at the top of the Clay interface.
• A variety of enrichments will be available, but for this tutorial, we will focus on LinkedIn.
• Type "LinkedIn" in the search bar and select "Enriched Company" as it provides extensive information.

Step 2: Selecting the Enrichment Method
• There are different ways to enrich the company data using LinkedIn.
• If you have a column of LinkedIn URLs imported, you can use the LinkedIn URL option.
• Alternatively, if you only have website information, enter the website URL to proceed with a slightly less accurate method.

Step 3: Running the Enrichment
• Click the play button to initiate the enrichment process.
• Choose to run the enrichment for all rows or a specific number of rows, such as the first 10, for testing purposes.
• Running fewer rows helps conserve credits while evaluating the results.

Step 4: Reviewing the Enriched LinkedIn Profiles
• After the enrichment process, click on the "View Details" button to access the enriched LinkedIn profiles.
• The right-hand side will display a wealth of valuable information extracted from the company's LinkedIn profile.

Step 5: Extracting Specific Information
• Identify the data you want to prioritize and score your leads on, such as company size, founded date, or description.
• To extract this information, click on "Map to Table."
• If a corresponding column exists and is blank, select it. Otherwise, create a new column with an appropriate name (e.g., "company size").

Step 6: Expanding Data Extraction
• You can continue extracting additional information by creating new columns for desired data points.
• Consider pulling data such as the company's description or follower count to gain a better understanding of the company's presence and popularity.

Conclusion:
Congratulations! You have successfully used Clay's LinkedIn integration to enrich company data and extract valuable information.
By following the step-by-step instructions in this guide and watching the accompanying video, you can leverage the power of LinkedIn to enhance your prospecting efforts. Stay tuned for additional videos that explore other core building blocks of using Clay for effective prospecting. Happy enriching!

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Scoring Websites Based on Keywords Mentioned

Introduction
Hello everyone! In this guide, we're going to explore how you can employ Clay for one of the most efficient prospecting tasks: scanning websites for specific keywords. The use case we'll delve into is scanning Shopify stores for the word "wholesale", a critical qualifier for certain prospecting processes.

Setting Up Your Clay Table for Keyword Scanning
The first step in this process is to set up your Clay table. In this example, we start by populating our table with a list of Shopify stores and their respective websites. The goal is to scan these websites and score them based on the mention of "wholesale".

Normalizing URLs for Effective Scanning
The next step is to normalize the URLs for effective scanning. When utilizing Google search operators within Clay, normalizing the URL by removing additional details like "www" can yield better results.

Adding Google Integration to Find Keywords
The crux of this process is to add the Google integration to find keywords on these websites. Here's how we do it: Navigate to "Add Integrations", select the Google integration, and then choose "Find keywords in website". After entering the normalized URL and the keyword "wholesale", Clay can now scan these websites for the desired keyword.

Identifying Prospects Based on Keyword Mention
As a result of this keyword scanning, we can identify companies that mention "wholesale". Spot-checking a few of these can validate the results. For instance, in the video, we found several companies that mentioned "wholesale", correlating with Clay's findings. In some instances, the keyword might be on a different page than the main one, as with the "Tin Tin" example, but the Clay integration was still able to locate it.

Reach Out to Prospects
With a list of qualified prospects based on their mention of "wholesale", you are now ready to reach out. This process demonstrates how Clay can streamline prospecting tasks by identifying relevant keywords across a vast number of websites quickly and effectively.

Conclusion
This guide has provided a detailed walkthrough of using Clay to scan websites for specific keywords, a powerful tool for effective prospecting. By leveraging Clay's Google integration, you can sift through thousands of websites, identify prospects based on keyword mentions, and streamline your outreach process.

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Finding Open Jobs by Company Domain Using Clay
If you're in search of the right talent, and not just any talent, you need to get creative with how you source candidates. In this guide, we’ll illustrate how to effectively utilize advanced search techniques to find professionals specifically suited to roles such as outbound sales.

Step 1: Begin Your New Project:
To kickstart the process, identify target websites where your potential candidates may have a presence. Then, input these websites into your new project.

Step 2: Customize Your Settings:
Next, navigate to your project settings. Here, map the websites and apply filters as per your specific requirements. These filters could be related to the department, job title, or description.

Step 3: Run Your Project:
Once you've set up the filters, such as for "outbound sales" or "outbound calling," save your changes. Now, it's time to run your search. The system will then display a list of professionals who match your specified criteria.

Step 4: Utilizing Google Jobs:
While the above method works effectively, Google Jobs can be a helpful alternative when you need a broader view of open roles. People frequently use Google Jobs when they need exact job openings, but if you're merely looking for a general sense of whether a company has certain roles, this can be an invaluable tool.

Step 5: Scouring Careers Pages:
Another approach to source potential candidates is to visit the career pages of target companies. By using the 'site:' operator in a Google search, followed by the domain of the company and specific keywords like "outbound calling" or "sales," you can scan the company's website. This method often leads to fruitful results as these keywords are likely to be found on a company's career page.

Conclusion:
This comprehensive guide provides you with an advanced search technique roadmap for efficient talent sourcing. By setting up project filters, using Google Jobs, and exploring company career pages, you can pinpoint potential candidates more effectively. With these steps, finding the right talent for your organization has never been easier.

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Find Any Company’s Tech Stack Using BuiltWith

Preliminary Steps
For this integration to work, you'll need the company's website. If you don't have this information, check our other videos on finding a website from just the company name. If you already have the website, you're all set to proceed.

BuiltWith Lookup
In the 'Enrich Data' section of Clay, select the 'BuiltWith Lookup Technology Stack'. From here, enter the company domain. Running the rows will display all technologies used on the website.

Significance of Technologies
The number of technologies installed can be indicative of the company's investment in their team, marketing, or other areas. Hence, this integration offers valuable insights into the company's budget and operations.

Refining the Search
If you're looking for specific technologies, such as WordPress for their blog, the 'BuiltWith' integration can help. By adding another integration and entering 'WordPress', you can identify companies using this specific technology.

Adding More Precision
To refine your search further, you can specify the capacity in which WordPress is used, like plugins, CMS, widgets, and more. By entering 'WordPress' and 'blog', you can identify the companies that use WordPress specifically for blogging.

Usage History
In the results, you'll notice 'First Detected' and 'Last Detected' fields. This data can inform you about how long the company has been using a particular technology, which can be crucial for prospecting efforts. Note that this feature only works when you use a combination of a keyword filter and a category.

Finding Absence of Technology
The 'Built With' integration can also reveal what technology a company does not use. For example, if you want to find companies that lack a DMARC policy, the integration can filter out those businesses for you.

Conclusion
That sums up our 'Built With' integration tutorial. This tool is a comprehensive solution for understanding a company's tech stack and refining your outreach. If you have questions, drop a comment below or join our Slack community at clay.com/slack.

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Creating Successful Lead Generation Campaigns Using GPT-4 and Clay.com

Introduction:

‍Are you seeking a way to generate leads for your company with the first campaign, without the need for continuous testing or iteration? This step-by-step guide will teach you a simple, AI-generated approach that has been successfully used by Growth Engine X and several other companies.This process involves combining GPT-4, an advanced language model by OpenAI, and Clay.com, an all-in-one tool for digital workflows. By altering the formatting to suit your business needs, this method can come across impressively, boosting your campaign's success.

‍Step-by-Step Process:

Step 1: Assemble Your Data
‍The first step is gathering the necessary data. You can either scrape LinkedIn or Sales Navigator for this. You'll need this data for verification in the next step.

‍Step 2: Verify the Emails
‍Now that you have your data, it's time to verify the emails. You can do this using one of our many email verification tools. Ensure that you're using this tool only on rows you plan on reaching out to - they must have an email address.

‍Step 3: Enrich the LinkedIn Company Data
‍With verified emails, the next step is to enrich their LinkedIn company data. This information is critical for the subsequent AI-generated prompts. You can do this by using our “Enrich Person” LinkedIn integration, which provides hundreds of datapoints from which you can use in the next steps.

‍Step 4: Leverage GPT-4 to Generate Prompts
‍Now it's time to use GPT-4 to create compelling, personalized emails. You don't have to write any of these yourself. Instead, guide GPT-4 on what to say and let it do the rest.

‍Step 5: Contextualize and Specify
‍After creating your initial prompt, further guide GPT-4 by providing context about your company, campaign goals, and desired outcomes. Define specific constraints, such as the length of your bullet points and the use of app and marketing strategies.

‍Step 6: Teach GPT-4 Using Your Examples
‍Give GPT-4 some examples of what you'd write for various companies. This step will help train the AI and improve its understanding of what you're looking for in the messages.

‍Step 7: Automate and Execute the Campaigns
‍Now that you've taught GPT-4, you're ready to run your campaigns. All the lines will be written automatically and tailored to each company's operations. This will increase the campaign's effectiveness and conversion rate.

‍Conclusion:
‍This method, combining the power of GPT-4 and Clay.com, not only generates efficient lead generation campaigns but also provides a scalable solution for various businesses. By tailoring GPT-4's learning to your needs and business type, you can create compelling, personalized, and efficient campaigns.Whether you're running an SEO agency or any other business type, all you have to do is switch the examples and teach GPT-4 about your domain. Let the power of AI handle the rest, so you can focus on your core business.So, are you ready to take your lead generation game to the next level? Try out this method and watch your conversion rates soar!Please Note: If you do not have access to Clay.com, you can reach out for assistance, either by commenting on the video related to this guide or directly contacting via LinkedIn.

Using AI Snippets in Clay

Introduction
Enriched Data's 'Complete Prompt' integration offers a unique feature, 'Snippets', which provides pre-created prompts for quick and efficient message generation or data insights. This guide will walk you through how to use these 'Snippets' effectively, using the example of categorizing a company as B2B or B2C.

Procedure
1. Accessing Snippets
   ◦ Navigate to 'Merge Data', then 'AI and GPT', and finally to 'Complete Prompt'. Here, you will find the 'Snippets' button.

2. Selecting a Pre-Created Prompt
   ◦ Click on the 'Snippets' button to open a list of available pre-created prompts. These are designed to help with various tasks, for example, categorizing a company as B2B or B2C.

3. Mapping the Required Data
   ◦ Once you've selected a snippet, you'll need to map the required data. In our example, this would involve filling in the 'Company Description' field.
   ◦ This field is filled by mapping the company descriptions you have previously pulled from LinkedIn. To do this, navigate to 'Enrich Company' and scroll down to find 'Description'.

4. Using the Snippet
   ◦ With the description field mapped, simply click 'Use Snippet'. The system will auto-generate the prompt using the column data you've chosen.

5. Saving and Running the Snippet
   ◦ Click 'Save Changes' to keep your prompt. You can now run the snippet across all your rows of data.

By following these steps, you can efficiently use the 'Snippets' feature within Clay’s 'Complete Prompt' to generate insights from your data.

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Video and Description by Eric from Clay:

Here's a workflow I built that analyzes company's for 7 different triggers for why we should reach out to them.

This automates a methodology called "Why You, Why Now" I learned from John Barrows.

I will go over the triggers and you can see the process in the video below!

Trigger 1

New Customer support Team lead and past company support tech

Example of first line: "Hey Suchita, noticed you recently were promoted to Principal Customer Success Manager in March. Before working at 6sense, I saw you worked at Yext. Noticed both companies are using Zendesk and Drift right now. How's your experience with them?"

Trigger 2

Customer support team growth by percentage and looking for those that are in a qualifying range.

Example of first line: I noticed that 6sense added 20 customer support people in the last 3 months. Are your current processes still working with the team growth?

Trigger 3

New Product Launch and leverage AI to discuss what support questions might come up with it.

Example of first line: I figured customers might reach out for support around things like utilizing the new AI Writer tool in their sales process.

Trigger 4

No Support tech on site. We can even compare this to how many employees the company has and how long they have been in business.

Example of first line (not for 6sense): Noticed you aren't using any support tech on the site. I'd imagine that since the business was founded in 2014 and you just broke 100 employees that your old processes might not be working any more.

Trigger 5

Using competitive support tech on site and have different things to say depending on which competitor they are using.

Example of first line: Noticed you're using Zoho Support, have you found their multichannel inbox to be useful in support or are things falling through the cracks?

Trigger 6

Hiring for Customer Support and use AI to deduct tasks that are mentioned in the job description that your tool could optimize or replace!

Example of first line: Noticed you're hiring for as Customer Support Associate. Took a look at the job description and it looked like they will need to respond to emails with appropriate answers to customers. Are you thinking about how AI can be leveraged to speed up this process?

Trigger 7

They have a generic support email and either no support tech on site OR they have support tech on site (which let’s us know that they need to have everything in one place).

Example of first line: Noticed on the site you weren't using a support software but I found support@domain.com is up there. Are you finding that you can answer all of your support questions without dropping things with just an inbox?

In a follow up email, we could say something like below to keep the personalization going.

"I figured customers might reach out for support around things like leveraging 6sense's AI for creating and converting high-quality pipelines."

As always, let me know what you think!

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How to Scrape Websites in Clay and Use AI to Craft Hyper-Personalized Messages

In this SEO-optimized guide, we are going to explore the step-by-step process of using Clay to personalize outreach to potential leads, utilizing enriched company data and enriched contacts. We will leverage Clay's website scraping and GPT-3 integration for our endeavor.

Step 1: Set Up the Scrape Website Integration
Your first task is to set up the 'Scrape Website' integration in Clay, inputting the URLs of your target companies. When executed, Clay will scrape the content of each webpage, leaving you with a substantial body of text.

Step 2: Deploy the GPT-3 Integration to Personalize Your Hook
To craft personalized messages without spending an enormous amount of time reading through the scraped content, you can use Clay's 'Complete Prompt' integration, powered by GPT-3.

Input a prompt that instructs GPT-3 to craft a hook based on the provided text. You might ask the AI to help fill in a sentence like, "I love that you…" with something specific about the company.

Use the 'Scrape Website' result for the 'text to analyze' input. Run the process and check the output for sentences that can be used as personalized hooks for your outreach.

Step 3: Refine Your GPT-3 Prompt for Conciseness
If your resulting prompts are too long or wordy, you can revise the GPT-3 prompt to request a single, concise sentence. Repeat this process until you get desirable and succinct sentences.

Step 4: Use the AI Formula Generator for Further Personalization
For a more specific approach, you can create a new text column and use the AI Formula Generator instead of GPT-3. In this guide, we're taking into account whether a company uses Hotjar or not, and the amount of funding they've raised.

Depending on the presence of Hotjar, craft two different messages highlighting your cost-effective solution or a platform that can provide actionable results from a small fraction of their funding.

Step 5: Reformat the Funding Amount
Since the funding amount is a number, it can be challenging to include in a readable sentence. Utilize the AI Formula Generator to convert the funding amount into a more readable format, adding necessary characters like commas and a dollar sign.

Step 6: Replace Old Values with Reformatted Values
After successfully reformatting the funding amount, return to the AI Formula Generator and replace the old funding value with the new, reformatted value. Regenerate the text and check for accuracy and coherence.

Step 7: Utilize Your Personalized Merge Field
With all steps complete, you now have a personalized merge field for each company, which can be directly incorporated into your email marketing tools.

As you can see, Clay has turned a simple list of company websites into enriched company data, enriched contacts, and personalized outreach messages that are ready to be integrated into your CRM and email marketing platforms.

It might take some upfront work to create this template, but once done, you can scale it up by adding hundreds or thousands of companies, and Clay will continue generating personalized outreach materials.

If you have any questions or need further assistance, don't hesitate to drop a message in the Clay Slack community. This guide serves as a foundation for you to explore more use cases and develop your own techniques. Give it a try!

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In this video, Eric goes over how to personalize all 4 emails in an outbound sequence for a SaaS company that helps people post automatically on LinkedIn.

Here are the steps:

1. Import a company and Enrich them via LinkedIn
2. Then, navigate to our "Converse with ChatGPT" OpenAI integration to come up with creative ideas for how your company can benefit the company that you're pitching to. Eric shows us this method in the video.
3. Then, add the lead to your email tool and get sending!

We hope this helps, and happy prospecting!

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Using Clay x OpenAI to Summarize What a Business Does

Introduction
Harnessing the power of AI and GPT can vastly simplify the task of comprehending and summarizing the essence of a company from its description. This guide demonstrates how you can transform lengthy descriptions into easily digestible summaries, improving the efficiency of your lead analysis and email outreach.

Procedure
1. Navigate to ChatGPT Integrations
   ◦ Start by navigating to the 'Enrich Data' section in Clay. From there, select 'AI and GPT', followed by 'Converse with Chat GPT'. This will open the interface where you can instruct the GPT on the task.

2. Set Up AI Messages
   ◦ To get the desired output, create two messages. The first message sets the context for the AI, for example, stating the need to summarize a company description.
   ◦ For the second message, acting as the user, provide the input for the AI. Specifically, instruct the AI to summarize what the company does based on its description in a limited number of words.

3. Input the Company Description
   ◦ Obtain the company description from the 'Enrich Company' section and use this as the input for the AI.

4. Review the AI-Generated Summary
   ◦ Once you've inputted the description, the AI will generate a concise summary of what the company does. For instance, if the input was a lengthy description of 'Critical Start', the output might be something like 'Manage detection and response resolving security risks, security alerts'. This makes it quick and easy to understand the essence of the company.

5. Transform the Summary into a Reference
   ◦ Optionally, you can further leverage the summary by incorporating it into your email outreach. An example could be: "Hey, I saw that Company X does Y and Z."

Conclusion
Using Clay's AI and GPT integrations can simplify the task of comprehending company descriptions. By transforming lengthy descriptions into concise summaries, you can more efficiently analyze leads and personalize your email outreach, saving you valuable time and energy.

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A Step-by-Step Guide to Referencing Specific News Articles Using Clay and GPT

Introduction
Leveraging Clay's integration with GPT to reference specific news articles can add a personalized touch to your email outreach. This step-by-step guide will walk you through how to utilize this feature effectively, particularly when dealing with acquisition news.

Procedure
1. Find Recent News by Domain
   ◦ Start by using Clay's 'Find Recent News by Domain' integration. Simply map the domain of the company you're interested in, focusing particularly on news about acquisitions.

2. Set Up AI Integration
   ◦ Navigate to 'Enrich Data' and select the 'AI and GPT' option. From the dropdown list, choose 'Converse with Chat GPT'.

3. Create a Custom Message
   ◦ The objective here is to create a message that summarizes why the recent acquisition is exciting. To do this, draft two messages for the AI. The first message sets the context, stating: "You're an assistant helping me write emails to the CEOs of companies. You'll be referencing a news article about a recent acquisition. I'd like you to summarize why the acquisition is exciting."
   ◦ The second message instructs the AI on what to do, stating: "Using this input, complete the sentences: 'I saw an article about... ' and 'It seems very exciting as... '." Remember to keep the output to a maximum of eight words.

4. Map the News Input
   ◦ For the AI to generate the required summary, map the input using the news articles found in the first step.

5. Review the AI-Generated Summary
   ◦ The AI should provide a concise summary of why the acquisition is exciting. For example: "I saw an article about StartupGen acquiring CetanVest. It seems very exciting as it expands the industry leader's reach."

6. Refine the Prompt
   ◦ Depending on your specific needs, the prompt can be refined and made more specific, further improving the accuracy and relevance of the output.

Conclusion
Clay's integration with GPT can effectively synthesize information from specific news articles into succinct, personalized messages for your email outreach. This step-by-step guide shows how to leverage this feature, enhancing the effectiveness of your communication strategy.

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How to Automate Your Prospecting Research with Clay

Introduction
Hello everyone! This guide is your step-by-step roadmap to automate your prospecting research on both an account and personal level using OpenAI. Having spent considerable time compiling these prompts and refining them for best results, we are ecstatic to bring this valuable information to your fingertips.

Discovering Company Missions
By leveraging the LinkedIn company description and OpenAI, we can generate a succinct mission statement for a given company. By using the prompts like "what is the mission of the company using this input," OpenAI can generate concise, conversational phrases that represent the company's focus. From Canva's focus on revolutionizing design to Salesforce's mission of connecting companies and customers for good, OpenAI can help you quickly identify the primary goals of various companies.
Identifying Ideal Customer Profiles

The second step is to determine the typical customers that a company caters to. Using a company's LinkedIn description, we can prompt OpenAI to generate a list of job titles that may benefit most from the company's products or services. For example, Canva's ideal customers could include graphic designers, visual designers, and creative designers, whereas Notion could be targeting project managers.

Inferring Pricing
The next step involves using Google search to find a company's pricing page. This can provide us with a quick summary of the company's pricing strategy. From Canva's monthly price of $12.99 to Calendly's free service, OpenAI can provide a brief overview of each company's pricing structure.

Identifying Role Focus
Next, we analyze the job titles from LinkedIn profiles to determine the main focus of various roles within a company. For instance, a CTO's role could involve leading, organizing, and strategizing technical strategies. OpenAI has proven effective at predicting the primary responsibilities associated with different job titles.

Summarizing News Articles
By leveraging Predict leads feature and OpenAI, we can generate a succinct summary of the latest news articles about a company. For instance, OpenAI could note that Canva launched a new AI feature, or Calendly hired a new Chief Marketing Officer. This feature provides a quick way to keep up to date with a company's latest developments.

Inferring Company Goals from Job Listings
Finally, OpenAI can also help infer the problems a company is trying to solve based on their open job positions. For example, if a company is hiring an Account Executive, OpenAI can suggest that the company is looking to improve international sales and customer relations.

B2B or B2C?
Let's explore using AI to differentiate between B2B and B2C companies using LinkedIn's company descriptions. This method is highly accurate, with the AI correctly identifying B2B companies like Calendly, Loom, Bitwarden, and Salesforce, and B2C companies like Canva, Liquid Death, Red Bull, and Lime.

Summarizing LinkedIn Posts
AI can summarize the main ideas from LinkedIn posts, providing a quick way to gauge the content of the post. It can be used to efficiently reach out to individuals or companies about specific posts they have made, thereby personalizing your interaction.

Cleaning Job Titles
It's often the case that LinkedIn job titles are embellished or unnecessarily complex. This can lead to misunderstandings or could even make your communication seem automated. Utilizing AI to clean these titles will ensure your outreach seems personal and well-researched.

Identifying SaaS Companies
SaaS companies can be tricky to identify, especially when they cater to specific industries. AI can help distinguish these companies based on their LinkedIn descriptions. It successfully identifies SaaS companies like Canva, Calendly, Clay, and others, while also accurately labeling non-SaaS companies such as Red Bull, Target, and Walmart.

Reviewing Glassdoor Ratings
Glassdoor reviews can offer crucial insights into a company's operations and culture. By automating a Google search to find Glassdoor reviews and utilizing AI to extract a company's overall rating, you'll have access to this valuable information in a structured format.

Using AI for account level research can drastically reduce the time and effort spent on identifying key company information. Whether you're a salesperson, a marketer, or a founder, these AI prompts will prove beneficial in improving your understanding of your prospects and enhancing your outbound messaging.

Remember, if you have any questions about this process, don't hesitate to reach out to the team or join our Slack channel at clay.com/slack.

In a digital world that's always evolving, it's key to stay ahead of the curve. Embrace AI, save time, and streamline your business intelligence process.

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Title: Step-by-Step Guide to Using Zapier with Clay for Lead Management

Intro
In this guide, we'll show you how to connect your tools with Clay using Zapier, a powerful automation platform. We'll walk you through a specific use case where we integrate an email-based lead form into Clay, enrich the lead data, score the lead, and subsequently send appropriate responses.

Step 1: Understanding the Process
If your email CRM or automated email sender isn't supported on Clay, you can use Zapier to bridge the gap. This also applies to any other tools not currently supported by Clay.

Step 2: Setting Up Zapier with Clay
To start, we'll use a 'New Email' trigger on Zapier. Once this trigger is activated, we'll create a new record in Clay. The Clay-Zapier integration is quite straightforward. You only need to log into your account, choose your workspace, table, and view. Then, map the email data (date, email, and body) into the corresponding Clay columns.

Step 3: Structuring the Data in Clay
Once the data is in Clay, we can use its AI formula generator to create columns for different form inputs, such as name, company, LinkedIn profile, etc. This ensures that all important data from the form is extracted and organized efficiently.

Step 4: Enriching and Scoring the Lead
Once your data is structured, Clay can enrich your leads by integrating other data. For instance, in our use case, we'll enrich the company's details. Next, we create a 'Good Lead' column in Clay to score the leads based on certain criteria. In our example, if the company is in California and has between 1,000 to 5,000 employees, the lead is marked as a good lead.

Step 5: Generating the Response
Based on the 'Good Lead' status, we generate the appropriate response. If the lead is good, our response column says, "Let's meet". If not, it says, "No thanks".

Step 6: Automating the Response with Zapier
After the data is enriched and scored, we set a delay in Zapier for two minutes. Then, Zapier finds the enriched record in Clay and pulls the new information, including our response. We then configure Zapier to send the email response using the data pulled from Clay.

Step 7: Scaling the Process
Now, every time someone fills out the lead form, they'll be enriched in Clay and an email response will be sent automatically. This process can be extended for other use cases. For example, you can use the enriched data to personalize a Google Slides deck or any other automated action.

Conclusion
Using Zapier with Clay expands the capabilities of your lead management process, allowing you to connect, enrich, and automate responses for your leads effectively. If you have any questions or need help with a specific use case, you can always reach out to the Clay community for support.

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Connecting Clay to Email Automation Tools via Zapier

Looking for a way to integrate Clay with your email automation tools? This step-by-step guide offers a detailed overview of how you can easily use Zapier as an intermediary to pass data from Clay to your chosen email automation tool.

Step 1: Prepare Your Data in Clay
You should start with a prepared table in Clay that contains companies you intend to contact. This list can include specific merge fields that you intend to use in your campaign. For instance, the 'year of foundation' of each company can be a great addition.

Step 2: Set Up the API Integration in Clay
Next, click on 'Send Data' and choose the API integration. This allows you to push data from Clay to a specific URL. It works well with Zapier as Zapier can collect the data sent and push it to your desired tool.

Step 3: Set Up a Webhook in Zapier
In Zapier, set the trigger event to 'Webhooks by Zapier' and select 'Catch Hook'. Zapier will provide a webhook URL. Copy this URL.

Step 4: Link Zapier and Clay
Return to Clay's API integration setup and paste the copied webhook URL from Zapier as the endpoint for the data. Then, add the data fields you wish to include in the body section. Make sure to use the correct format as shown in Clay. Click on 'Run' to send the data to Zapier.

Step 5: Map the Data to Your Email Automation Tool in Zapier
Once the data is in Zapier, you can choose your email automation tool (e.g., MailerLite). Make sure your Zapier account is connected to your chosen tool. Set the action event to 'Create Subscriber' or an equivalent action in your tool.

Map the information from Clay to the relevant fields in your tool. If you have additional fields in your tool, you can map those too. Remember to ensure that any attribute you want to associate with the contact also exists in your email automation tool.

Click 'Continue', and test the setup. If successful, your data from Clay should now be successfully passed to your chosen email automation tool via Zapier.

There you have it! You've just successfully connected Clay to your email automation tool using Zapier. If you have any questions, feel free to ask in the Slack community.

Remember: Zapier connects with over 5,000 apps, so most likely your marketing email automation tool is included. If not, do let us know. Happy data connecting!

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How to Use Write to Table in Clay - Creating Individual Rows When Multiple Prospects are Found

Intro:
Write-to-table is an essential tool when dealing with a large amount of data. In this SEO-optimized guide, you will learn how to utilize this tool to transfer and organize data effectively. The guide will walk you through how to write a list of objects from one table to another, using a practical example of contact and company information.

Step 1: Identify What You Are Writing
The first step in utilizing the Write-to-table tool is to identify the data you want to transfer. In our example, we're dealing with a list of objects, specifically LinkedIn matches.

Step 2: Visualize Your Target Table
Before you begin the process, visualize what your target table should look like. In our example, the ideal table contains all the columns about the company, along with the person's name, title, and LinkedIn profile that the LinkedIn Find people integration found.

Step 3: Create Your Target Table
The easiest way to create your target table is to export your source table as a CSV file and upload that table into your new location. Then, delete all the old information, leaving a carbon copy of the columns. In our example, we added columns for contact name, contact title, and contact LinkedIn profile.

Step 4: Begin Mapping the Columns
Choose to write a list of objects, then begin mapping the different columns. The Write-to-table tool will ask you if the value of each field is a constant or not. A value is constant if it's the same for all objects in your list.

Step 5: Map Constants and Variables
If a value is constant, map it by using the token. In our case, the company's founding date and total funding are constants. However, for values that vary like the prospect's name, title, and LinkedIn profile, type out exactly what the name is instead of using the token.

Step 6: Finalize and Save Changes
After mapping all constants and variables, check your entries, save the changes, and run the process. Refresh your table, and you should start seeing your new table populated with organized information.

Outro:
You have now successfully used Write-to-table to map contacts and company information. This guide aims to help you use this tool more effectively, but if you have further questions, don't hesitate to reach out to the community on Slack.

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Sending Data from Clay to Your CRM or Email Automation Tool

Welcome to the final step in our comprehensive guide to Clay data integration. In this tutorial, we're going to detail how you can push your data from Clay to your CRM or email automation tool, specifically focusing on HubSpot and Outreach. The process is pretty similar for both tools.

Step 1: Prepare Your Data
You should have a list of companies, a list of contacts, and custom merge fields ready within Clay. These are the data you'll be sending to your CRM or email automation tool.

Step 2: Connect Clay with Your CRM or Email Tool
Here we're going to demonstrate this process using HubSpot as our CRM and Outreach as our email sequencing tool. Please note, if your CRM or email tool is not supported directly, you can use Zapier for the integration. Refer to our separate guide on "Linking to Unsupported Email Automation Tools" for detailed instructions.

Step 3: Setting Up Integration with HubSpot
To push your data to HubSpot, first, choose the option to create a new contact. You'll see a list of fields within HubSpot, and your goal is to map these with the data in Clay.

• For instance, the 'final contact info' from Clay can be mapped with the corresponding field in HubSpot.
• Similarly, 'first name' and 'last name' from Clay can be mapped with their counterparts in HubSpot.
• If you have any custom merge fields in Clay (like 'Hot Jar Clay 1' for a campaign), create a custom merge field in HubSpot and map this field accordingly.

Once all fields are mapped, the integration will auto-update each time a new row is added in Clay.

Step 4: Setting Up Integration with Outreach (or Similar Email Tools)
The setup for email sequencing tools is similar to the CRM setup. Here, we're using Outreach as an example.

• Start by choosing the appropriate campaign ID and input the contact information.
• If you have any custom merge fields in Clay, create the corresponding fields in your email tool. Then map these fields similarly to the CRM setup.

After mapping, just like the CRM, the integration will auto-update each time a new row is added in Clay.

Conclusion
If your CRM or email tool is directly supported by Clay, it's quite simple to set up this integration. If it's not, alternatives like Zapier can be used to achieve the same results. For any further assistance, please refer to our other guide videos.

You've now reached the end of our guide! As a bonus, we'll provide some extra examples to inspire you to leverage Clay to its full potential. The aim of these guides is to help you understand Clay's capabilities better and supercharge your sales processes.

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Enrich Your CRM with Clay

Introduction
Hello, everyone! In today's guide, we're showcasing how you can leverage Clay to enhance your inbound signup processes and enrich your company data using HubSpot CRM. This method streamlines your CRM experience by automating company data enrichment with just a person's name and email address.

Adding HubSpot as a Source in Clay
A typical challenge for many is the limited information available for HubSpot contacts, often leading to manual lookup and data entry. Clay eliminates this problem by allowing you to add HubSpot as a source for your contacts table, as demonstrated in our video.

Fetching Contacts from HubSpot CRM
With the HubSpot source established, Clay can now fetch the most recent contacts from your CRM, providing their first name, last name, and email address. We've set a limit of 20 contacts for this example, but this can be customized based on your needs.

Enriching Company Information Using Clay
Now, we're set to enrich these contacts with more company information, automatically using Clay's integration. The first step involves extracting the company domain from the contact's email address. This domain then feeds into Clay's enriched company website section, which in turn identifies the LinkedIn company profile for these contacts.

Extrapolating Company Data
With access to the LinkedIn profiles, you can extract various data about these companies. For this guide, we've retrieved employee count, industry, foundation date, address, and follower count, which can all be mapped to your Clay table for visual representation.

Updating HubSpot CRM with Enriched Data
The culmination of this process is updating your HubSpot CRM with this enriched data. While our focus is primarily on the contacts, we're enhancing the company-level information. By associating the data with the company domain, your inbound signups are now enriched with details like company size, industry, and foundation year, all without manual intervention.

Additional Enrichment: Identifying Company Technologies
To further enhance your contact and company information, you can identify the technologies a company is using. For example, in this guide, we've filtered for companies using HubSpot within their domain, enabling better integration opportunities.

Conclusion
While many users leverage Clay for outbound prospecting, this guide highlights its powerful capabilities in automating and enriching inbound prospecting. The benefit of this setup is its automatic updating; as more leads populate your CRM, they are instantly enriched, with all details flowing back into your HubSpot, requiring no manual effort on your part.

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