Become a sales prospecting pro

Discover creative ways to build targeted, high converting outbound campaigns.

Getting started finding leads

Learn the fundamentals of building targeted lists of companies and people.

Getting Started with Clay

This tutorial will teach you how to use Clay end-to-end including: finding companies and people, enriching with 50+ data providers, qualifying leads, creating hyper-personalized messages with AI, and using formulas.

Matthew Quan
14 min.
Learn more
How it works

Hi, and welcome to Clay! In this video, we go through everything you need to know to start using Clay effectively. A few different things we cover here:

- Finding companies to enrich
- Enriching company data
- Qualifying companies
- Finding people within companies
- Using Clay Data Points
- Creating hyper-personalized messages at scale
- Using formulas
... and more!

Matthew gives several step-by-step examples in this tutorial to show you the insane amount of things that are possible when using Clay. We hope this tutorial helps you find more leads, reach out to more people, and close more deals with Clay. Happy prospecting!

Hi, and welcome to Clay! In this video, we go through everything you need to know to start using Clay effectively. A few different things we cover here:

- Finding companies to enrich
- Enriching company data
- Qualifying companies
- Finding people within companies
- Using Clay Data Points
- Creating hyper-personalized messages at scale
- Using formulas
... and more!

Matthew gives several step-by-step examples in this tutorial to show you the insane amount of things that are possible when using Clay. We hope this tutorial helps you find more leads, reach out to more people, and close more deals with Clay. Happy prospecting!

This tutorial will teach you how to use Clay end-to-end including: finding companies and people, enriching with 50+ data providers, qualifying leads, creating hyper-personalized messages with AI, and using formulas.

Find leads from LinkedIn

Use LinkedIn as a source to import profiles and companies into Clay

Eric Nowoslawski
3 min.
Learn more
How it works

Title: Utilizing LinkedIn Profiles as a Source with Clay: An SEO-Optimized Step-by-Step Guide

Introduction
Greetings! I'm Eric Nowoslawski from Clay.com, and in this guide, we will delve into how you can use LinkedIn profiles as a source in your Clay tables, a powerful feature to aid in your research or prospecting efforts.

Setting a Limit
Upon choosing 'LinkedIn profiles' in Clay, you will be able to set a limit for the profiles you want to fetch. The default limit is 100, but you can increase it up to 2000 according to your needs.

Searching by Location
You can search for people based on city or country. For this example, we'll search for profiles from London to showcase how location-based searching works.

Understanding LinkedIn Headline Vs. Experience Title
LinkedIn 'Headline' and 'Experience Title' are different, and it's important to understand the distinction. The 'Headline' is the short description at the top of a profile, while the 'Experience Title' refers to the person's professional job title. If you're aiming for high accuracy based on job titles, use the 'Experience Title'. If you're targeting people who emphasize certain aspects in their 'Headline', then use the 'LinkedIn Headline'.

Company Name, Domain, and Profile
Under 'Company Name', you can input multiple company names separated by commas. However, 'Company Domain' and 'Company LinkedIn Profile' can only accept one input. Ensure 'Currently at Company' is selected to avoid finding past employees.

Industry and Skill
You can also perform a search based on industry and skill to refine your search results further.

Creating a New Table
After adjusting your search parameters, hit 'Continue' and open up a new blank table. You'll have a list of LinkedIn profiles along with enriched person data. In some cases, you may need to run the enrichment separately, but in most cases, it should populate automatically.

Analyzing Data
You'll get extensive data, including the person's summary, education, and past experience. Additionally, you can see when their LinkedIn profile was created and other useful information to aid your workflows.

Importing More Data
If you need more data, click 'Import Data' and run the process again. Your workflows will remain intact, making the process seamless and efficient.

Conclusion
That's how you use LinkedIn profiles as a source in Clay. If you have any questions, don't hesitate to comment on this video or join our Slack community at clay.com/slack. We're always here to help! Have an amazing day!

Title: Utilizing LinkedIn Profiles as a Source with Clay: An SEO-Optimized Step-by-Step Guide

Introduction
Greetings! I'm Eric Nowoslawski from Clay.com, and in this guide, we will delve into how you can use LinkedIn profiles as a source in your Clay tables, a powerful feature to aid in your research or prospecting efforts.

Setting a Limit
Upon choosing 'LinkedIn profiles' in Clay, you will be able to set a limit for the profiles you want to fetch. The default limit is 100, but you can increase it up to 2000 according to your needs.

Searching by Location
You can search for people based on city or country. For this example, we'll search for profiles from London to showcase how location-based searching works.

Understanding LinkedIn Headline Vs. Experience Title
LinkedIn 'Headline' and 'Experience Title' are different, and it's important to understand the distinction. The 'Headline' is the short description at the top of a profile, while the 'Experience Title' refers to the person's professional job title. If you're aiming for high accuracy based on job titles, use the 'Experience Title'. If you're targeting people who emphasize certain aspects in their 'Headline', then use the 'LinkedIn Headline'.

Company Name, Domain, and Profile
Under 'Company Name', you can input multiple company names separated by commas. However, 'Company Domain' and 'Company LinkedIn Profile' can only accept one input. Ensure 'Currently at Company' is selected to avoid finding past employees.

Industry and Skill
You can also perform a search based on industry and skill to refine your search results further.

Creating a New Table
After adjusting your search parameters, hit 'Continue' and open up a new blank table. You'll have a list of LinkedIn profiles along with enriched person data. In some cases, you may need to run the enrichment separately, but in most cases, it should populate automatically.

Analyzing Data
You'll get extensive data, including the person's summary, education, and past experience. Additionally, you can see when their LinkedIn profile was created and other useful information to aid your workflows.

Importing More Data
If you need more data, click 'Import Data' and run the process again. Your workflows will remain intact, making the process seamless and efficient.

Conclusion
That's how you use LinkedIn profiles as a source in Clay. If you have any questions, don't hesitate to comment on this video or join our Slack community at clay.com/slack. We're always here to help! Have an amazing day!

Use LinkedIn as a source to import profiles and companies into Clay

Start with Company Name -> Find Domain, LinkedIn, & more

Use sources to find people, companies and more to use in conjunction with our 50+ integrations

Eric Nowoslawski
8 min.
Learn more
How it works

Clay has a ton of integrations to choose from, how do we find information to feed into these integrations? Sometimes, just figuring out where to start can be an overwhelming process- until now. Eric goes over some ways to find the information needed to complete basic Clay integrations, such as a person’s name, company website, or LinkedIn profile.

The first data point that Eric finds for us is a Company Website. You may have a list of company names, but what if you don’t want to manually insert their domains? Luckily, Clay has a Clearbit integration for that. We can use this to find company websites to surprisingly high accuracy. You can use Google to do this as well, with the perk of this integration being able to exclude domain results as well.

The second piece of data that can be worth finding is a LinkedIn URL. We use the Enrich Person from Search integration to do this, and after inputting a few small pieces of information about our desired target, the integration will populate with the people we are looking for.

Now that you know how to gather information for your Clay table, you can unlock the potential of Clay by using our super powerful tool combined with your infinite creativity. We hope this helps, feel free to reach out to us if you have any questions, and happy prospecting!

Clay has a ton of integrations to choose from, how do we find information to feed into these integrations? Sometimes, just figuring out where to start can be an overwhelming process- until now. Eric goes over some ways to find the information needed to complete basic Clay integrations, such as a person’s name, company website, or LinkedIn profile.

The first data point that Eric finds for us is a Company Website. You may have a list of company names, but what if you don’t want to manually insert their domains? Luckily, Clay has a Clearbit integration for that. We can use this to find company websites to surprisingly high accuracy. You can use Google to do this as well, with the perk of this integration being able to exclude domain results as well.

The second piece of data that can be worth finding is a LinkedIn URL. We use the Enrich Person from Search integration to do this, and after inputting a few small pieces of information about our desired target, the integration will populate with the people we are looking for.

Now that you know how to gather information for your Clay table, you can unlock the potential of Clay by using our super powerful tool combined with your infinite creativity. We hope this helps, feel free to reach out to us if you have any questions, and happy prospecting!

Use sources to find people, companies and more to use in conjunction with our 50+ integrations

How integrations work

Bring accounts into your Clay table for further enrichment.

Matthew Quan
1 min.
Learn more
How it works

How to Use Clay to Source Accounts and Prospects

Introduction:
Welcome to this step-by-step guide on using Clay's powerful LinkedIn integration to source contacts. In this tutorial, we will demonstrate how to utilize Clay's LinkedIn integration to find and extract contacts from the platform. Follow the instructions below for a comprehensive understanding of the process.

Step 1: Accessing Clay's Contact Sourcing Features
• Open Clay and navigate to the Contact Sourcing section.
• Note that Clay provides various options to source contacts, including Apollo, LinkedIn, and Google Maps.

Step 2: Selecting LinkedIn Integration
• Choose the LinkedIn integration as it is a widely-used and powerful option.
• Fill out the search form with the desired criteria for your contact sourcing.

Step 3: Configuring the LinkedIn Search Criteria
• Determine the number of results you want to retrieve and set the limit accordingly.
• Specify your desired location, such as the United States.
• Define the job titles you are interested in, such as founder, CEO, and co-founder.
• Include relevant keywords in the experience description, such as "AI."
• Leave out specific company information if you are not targeting any particular companies.
• Select the appropriate industry, such as computer software.

Step 4: Running the LinkedIn Integration
• Click "Continue" to proceed with the search.
• Choose whether to create a new blank table or use an existing table for the results.
• The integration will run and populate the table with the requested information.

Step 5: Reviewing the Contact List
• Once the integration completes, you will have a contact list to start with.
• Review the populated table containing the contact information obtained from LinkedIn.

Conclusion:
Congratulations! You have successfully used Clay's LinkedIn integration to source contacts. By following the step-by-step instructions in this guide, you can leverage the power of LinkedIn to find and extract relevant contacts for your business or project. Utilize the data obtained to further enhance your prospecting efforts. Happy sourcing!

How to Use Clay to Source Accounts and Prospects

Introduction:
Welcome to this step-by-step guide on using Clay's powerful LinkedIn integration to source contacts. In this tutorial, we will demonstrate how to utilize Clay's LinkedIn integration to find and extract contacts from the platform. Follow the instructions below for a comprehensive understanding of the process.

Step 1: Accessing Clay's Contact Sourcing Features
• Open Clay and navigate to the Contact Sourcing section.
• Note that Clay provides various options to source contacts, including Apollo, LinkedIn, and Google Maps.

Step 2: Selecting LinkedIn Integration
• Choose the LinkedIn integration as it is a widely-used and powerful option.
• Fill out the search form with the desired criteria for your contact sourcing.

Step 3: Configuring the LinkedIn Search Criteria
• Determine the number of results you want to retrieve and set the limit accordingly.
• Specify your desired location, such as the United States.
• Define the job titles you are interested in, such as founder, CEO, and co-founder.
• Include relevant keywords in the experience description, such as "AI."
• Leave out specific company information if you are not targeting any particular companies.
• Select the appropriate industry, such as computer software.

Step 4: Running the LinkedIn Integration
• Click "Continue" to proceed with the search.
• Choose whether to create a new blank table or use an existing table for the results.
• The integration will run and populate the table with the requested information.

Step 5: Reviewing the Contact List
• Once the integration completes, you will have a contact list to start with.
• Review the populated table containing the contact information obtained from LinkedIn.

Conclusion:
Congratulations! You have successfully used Clay's LinkedIn integration to source contacts. By following the step-by-step instructions in this guide, you can leverage the power of LinkedIn to find and extract relevant contacts for your business or project. Utilize the data obtained to further enhance your prospecting efforts. Happy sourcing!

Bring accounts into your Clay table for further enrichment.

Import data from CSV

Importing a CSV into Clay to use as a data source is incredibly easy: just drag and drop it into our native CSV converter and the table will automatically populate! From there, you can easily add additional information or begin to use our 70+ integrations with your data.

Matthew Quan
1 min.
Learn more
How it works

You may want to download a CSV from a source such as Excel or Google Docs to import it into Clay. This can save you tons of time in copying over data that you can later use with Clay’s 70+ integrations. In this video, Matthew started with a list of tech companies and basic information that he wanted to transfer from Google Sheets into Clay. Here’s how he does it:

Step 1: In Google Sheets, go to “Download As” and selects CSV. If you’re on Excel, you would do this in the “Save As” section.

Step 2: After downloading the CSV, go to Clay and click the “New Table” button. After that, you can just upload or drag/drop the CSV file into Clay, where it will populate into your Clay table.

From there, you can use this data in combination with some of our enrichments, and then export the data back out into csv form, to CRMs, and more! We hope this helps, and happy prospecting ⛏

You may want to download a CSV from a source such as Excel or Google Docs to import it into Clay. This can save you tons of time in copying over data that you can later use with Clay’s 70+ integrations. In this video, Matthew started with a list of tech companies and basic information that he wanted to transfer from Google Sheets into Clay. Here’s how he does it:

Step 1: In Google Sheets, go to “Download As” and selects CSV. If you’re on Excel, you would do this in the “Save As” section.

Step 2: After downloading the CSV, go to Clay and click the “New Table” button. After that, you can just upload or drag/drop the CSV file into Clay, where it will populate into your Clay table.

From there, you can use this data in combination with some of our enrichments, and then export the data back out into csv form, to CRMs, and more! We hope this helps, and happy prospecting ⛏

Importing a CSV into Clay to use as a data source is incredibly easy: just drag and drop it into our native CSV converter and the table will automatically populate! From there, you can easily add additional information or begin to use our 70+ integrations with your data.

Clay for Outbound Agencies

Learn more about how you can leverage Clay for your outbound to not only find more targeted leads and personalize your campaigns

Eric Nowoslawski
14 min.
Learn more
How it works

How to Use Clay for Outbound Agencies: A Comprehensive Guide

Learn how to maximize the potential of Clay, a powerful tool for outbound agencies and running multiple outbound campaigns simultaneously. In this step-by-step tutorial, Eric No slosky from clay.com provides valuable insights and demonstrates various features to scale your outreach efforts, personalize your messaging, and enhance lead generation.

Step 1: Getting Started with Clay
Discover how Clay can streamline your outbound agency workflow by accommodating diverse prospecting and customization needs. If you're new to Clay, check out their other videos for a general overview before diving into the outbound agency-specific functionalities.

Step 2: Table Setup for Outbound Agencies
Explore the pre-configured table designed specifically for outbound agencies. This table acts as a centralized hub where you can add various integrations and perform prospecting searches efficiently.

Step 3: Personalizing Outreach with LinkedIn Integration
Leverage the "Enrich Person from LinkedIn Profile" feature within Clay's enrichment section. This integration provides comprehensive LinkedIn profile data, including location, recommendations, latest experience, and more. Utilize this information to create custom first lines and highly personalized outreach.

Step 4: Extracting Keywords from LinkedIn Profiles
Use Clay's "Get Keywords" functionality to analyze summaries of multiple LinkedIn profiles. This feature helps identify specific keywords mentioned by individuals, such as "work," "growth," or "driving revenue." Incorporate these keywords into your outreach messages for enhanced personalization.

Step 5: Unveiling Company Insights with BuiltWith Integration
Utilize Clay's integration with BuiltWith to gain a deeper understanding of the technologies used by target companies. This integration reveals valuable information like technology installation dates, the extent of technology usage, and potential budget insights. Leverage this data to tailor your outreach and target specific competitors effectively.

Step 6: Identifying Open Job Listings
Utilize Clay's "Google Job Listings" integration to identify companies currently hiring. Search for specific roles like sales development representatives and leverage this information to personalize your outreach. Highlight your potential collaboration in assisting with their hiring needs.

Step 7: Scrape Websites for Contact Information
Explore the "Google" and "Scrape Website" functions within Clay. Use Google to search for specific keywords or phrases on a company's website. This allows you to quickly sort companies into prospects and non-prospects. Scrape relevant web pages for email addresses using the "Scrape Website" function to enrich your contact database.

Step 8: Leveraging Location-based Personalization
Utilize Clay's "Top Restaurant in the Area" feature to extract the best restaurant information based on a person's location. Incorporate this data into your outreach to add a personalized touch. For example, mention a popular restaurant in their area and express interest in discussing it.

Step 9: Employing Smart Personalizations
Discover additional ways to personalize your outreach throughout the email thread. Enrich your outreach by including company-specific details like live employee counts or references to LinkedIn profiles viewed by the prospect. These personalized touchpoints help increase engagement and build rapport.

Step 10: Additional Advanced Integrations
Explore other advanced integrations within Clay, such as "Data for SEO," which aids in finding competitors and analyzing their rankings on Google. Discover features like "G2 Ratings" and "Craft Data" for further insights to enrich your outreach strategies.

Unlock the full potential of Clay for outbound agencies and revolutionize your lead generation efforts. Implement these strategies to save time, personalize your messaging, and create meaningful connections. For further assistance and to engage with the Clay community, comment on the video or join the community at clay.com/slack.

How to Use Clay for Outbound Agencies: A Comprehensive Guide

Learn how to maximize the potential of Clay, a powerful tool for outbound agencies and running multiple outbound campaigns simultaneously. In this step-by-step tutorial, Eric No slosky from clay.com provides valuable insights and demonstrates various features to scale your outreach efforts, personalize your messaging, and enhance lead generation.

Step 1: Getting Started with Clay
Discover how Clay can streamline your outbound agency workflow by accommodating diverse prospecting and customization needs. If you're new to Clay, check out their other videos for a general overview before diving into the outbound agency-specific functionalities.

Step 2: Table Setup for Outbound Agencies
Explore the pre-configured table designed specifically for outbound agencies. This table acts as a centralized hub where you can add various integrations and perform prospecting searches efficiently.

Step 3: Personalizing Outreach with LinkedIn Integration
Leverage the "Enrich Person from LinkedIn Profile" feature within Clay's enrichment section. This integration provides comprehensive LinkedIn profile data, including location, recommendations, latest experience, and more. Utilize this information to create custom first lines and highly personalized outreach.

Step 4: Extracting Keywords from LinkedIn Profiles
Use Clay's "Get Keywords" functionality to analyze summaries of multiple LinkedIn profiles. This feature helps identify specific keywords mentioned by individuals, such as "work," "growth," or "driving revenue." Incorporate these keywords into your outreach messages for enhanced personalization.

Step 5: Unveiling Company Insights with BuiltWith Integration
Utilize Clay's integration with BuiltWith to gain a deeper understanding of the technologies used by target companies. This integration reveals valuable information like technology installation dates, the extent of technology usage, and potential budget insights. Leverage this data to tailor your outreach and target specific competitors effectively.

Step 6: Identifying Open Job Listings
Utilize Clay's "Google Job Listings" integration to identify companies currently hiring. Search for specific roles like sales development representatives and leverage this information to personalize your outreach. Highlight your potential collaboration in assisting with their hiring needs.

Step 7: Scrape Websites for Contact Information
Explore the "Google" and "Scrape Website" functions within Clay. Use Google to search for specific keywords or phrases on a company's website. This allows you to quickly sort companies into prospects and non-prospects. Scrape relevant web pages for email addresses using the "Scrape Website" function to enrich your contact database.

Step 8: Leveraging Location-based Personalization
Utilize Clay's "Top Restaurant in the Area" feature to extract the best restaurant information based on a person's location. Incorporate this data into your outreach to add a personalized touch. For example, mention a popular restaurant in their area and express interest in discussing it.

Step 9: Employing Smart Personalizations
Discover additional ways to personalize your outreach throughout the email thread. Enrich your outreach by including company-specific details like live employee counts or references to LinkedIn profiles viewed by the prospect. These personalized touchpoints help increase engagement and build rapport.

Step 10: Additional Advanced Integrations
Explore other advanced integrations within Clay, such as "Data for SEO," which aids in finding competitors and analyzing their rankings on Google. Discover features like "G2 Ratings" and "Craft Data" for further insights to enrich your outreach strategies.

Unlock the full potential of Clay for outbound agencies and revolutionize your lead generation efforts. Implement these strategies to save time, personalize your messaging, and create meaningful connections. For further assistance and to engage with the Clay community, comment on the video or join the community at clay.com/slack.

Learn more about how you can leverage Clay for your outbound to not only find more targeted leads and personalize your campaigns

Scrape any website with Clay’s Chrome extension

Learn how you can start scraping leads from anywhere on the internet with Clay's Chrome Extension

Eric Nowoslawski
8 min.
Learn more
How it works

Our Chrome Extension is one of the most powerful third party prospecting tools on the market, and best of all, it’s free to use! You can use the Clay Chrome extension to scrape essentially any website and export the data you find to a Clay table. This saves hours of your time that would have otherwise been allocated to manual input. Here’s how to get started with the Clay Chrome Extension:

First, download the extension vis Google’s Store. After that, follow the necessary steps to get it installed into your computer. From there, it’s time to start scraping! Find the website that you want to grab data from- a few good options are Crunchbase, LinkedIn Sales Navigator, or other indexes like Y Combinator. Open the database, or create a search that defines the people/companies you want to scrape. Then open the extension and start scrolling. The extension will auto-detect the data you’re scraping and begin storing it for export. If it doesn’t automatically scrape what you want, you can create a recipe to make sure it does the exact job you want it to- Eric demonstrates this in the video.

After that, you can export this data to a Clay table and start using our 70+ enrichments to dive even deeper! We hope this helps, feel free to reach out to us if you have any further questions, and happy prospecting!

Our Chrome Extension is one of the most powerful third party prospecting tools on the market, and best of all, it’s free to use! You can use the Clay Chrome extension to scrape essentially any website and export the data you find to a Clay table. This saves hours of your time that would have otherwise been allocated to manual input. Here’s how to get started with the Clay Chrome Extension:

First, download the extension vis Google’s Store. After that, follow the necessary steps to get it installed into your computer. From there, it’s time to start scraping! Find the website that you want to grab data from- a few good options are Crunchbase, LinkedIn Sales Navigator, or other indexes like Y Combinator. Open the database, or create a search that defines the people/companies you want to scrape. Then open the extension and start scrolling. The extension will auto-detect the data you’re scraping and begin storing it for export. If it doesn’t automatically scrape what you want, you can create a recipe to make sure it does the exact job you want it to- Eric demonstrates this in the video.

After that, you can export this data to a Clay table and start using our 70+ enrichments to dive even deeper! We hope this helps, feel free to reach out to us if you have any further questions, and happy prospecting!

Learn how you can start scraping leads from anywhere on the internet with Clay's Chrome Extension

Use Google Search to find Niche/Local Businesses

Find businesses that are otherwise hard to come by using Clay’s Google integration

Eric Nowoslawski
7 min.
Learn more
How it works

Using Google Search to Find Local/Niche Businesses

Introduction
Hello everyone! This guide walks you through an intriguing workflow, which will help you find local leads from Google searches using Clay. We'll focus on finding a niche segment - Airbnb management companies, which is typically challenging to find in traditional databases.

Google Search Integration in Clay
Firstly, initiate your search query on Clay using the Google Search Integration. In this instance, we're searching for "Airbnb management company in Florida", excluding terms like "blog", "directory", and "restaurants". Select the number of results you want (we'll choose 100 for this example) and limit the geographical area to the United States.

Inspecting the Search Results
Once your search results are in, take a moment to inspect them. You're looking for companies specifically dealing with Airbnb property management, ideally within Florida.

Preparing the Data
Next, create a new column labeled "website" in your database and move your results here. Perform a quick cleanup of your data to remove any irrelevant entries or errors.

Mapping the Data
Once your data is clean, start mapping your tables. Pause to let your data populate as required.

Scraping Websites
This process involves scraping the websites you've found for relevant information. Look for details such as social media links, phone numbers, and email addresses. Also, try finding the website on Google Business to access their ratings and reviews.

Creating an Outreach Strategy
The information you find can inform your outreach strategy. For instance, mentioning a company's Google ratings in an email can create a positive impact. It also shows that you've taken the time to learn about their business.

Finding the Company Owner
Another useful strategy is to find the name of the company owner. Use Google search to locate this information, which can assist in personalizing your outreach.

Final Notes
Keep in mind that your search results may contain some irrelevant entries from LinkedIn, Indeed, Forbes, etc. To increase the accuracy of your search results, use Clay's 'Get Keywords' feature to find specific keywords in the website body text.

Conclusion
By leveraging Google search in Clay, you can find a wealth of information about niche businesses that may not be present in conventional databases. This approach can be further refined by targeting different locations or using filters. If you have any queries, feel free to join our community at clay.com/slack. Have a fantastic day!

Using Google Search to Find Local/Niche Businesses

Introduction
Hello everyone! This guide walks you through an intriguing workflow, which will help you find local leads from Google searches using Clay. We'll focus on finding a niche segment - Airbnb management companies, which is typically challenging to find in traditional databases.

Google Search Integration in Clay
Firstly, initiate your search query on Clay using the Google Search Integration. In this instance, we're searching for "Airbnb management company in Florida", excluding terms like "blog", "directory", and "restaurants". Select the number of results you want (we'll choose 100 for this example) and limit the geographical area to the United States.

Inspecting the Search Results
Once your search results are in, take a moment to inspect them. You're looking for companies specifically dealing with Airbnb property management, ideally within Florida.

Preparing the Data
Next, create a new column labeled "website" in your database and move your results here. Perform a quick cleanup of your data to remove any irrelevant entries or errors.

Mapping the Data
Once your data is clean, start mapping your tables. Pause to let your data populate as required.

Scraping Websites
This process involves scraping the websites you've found for relevant information. Look for details such as social media links, phone numbers, and email addresses. Also, try finding the website on Google Business to access their ratings and reviews.

Creating an Outreach Strategy
The information you find can inform your outreach strategy. For instance, mentioning a company's Google ratings in an email can create a positive impact. It also shows that you've taken the time to learn about their business.

Finding the Company Owner
Another useful strategy is to find the name of the company owner. Use Google search to locate this information, which can assist in personalizing your outreach.

Final Notes
Keep in mind that your search results may contain some irrelevant entries from LinkedIn, Indeed, Forbes, etc. To increase the accuracy of your search results, use Clay's 'Get Keywords' feature to find specific keywords in the website body text.

Conclusion
By leveraging Google search in Clay, you can find a wealth of information about niche businesses that may not be present in conventional databases. This approach can be further refined by targeting different locations or using filters. If you have any queries, feel free to join our community at clay.com/slack. Have a fantastic day!

Find businesses that are otherwise hard to come by using Clay’s Google integration

How to use AI formulas

Learn ways to use Google Advanced Search to refine your results in Clay.

Clay Team
1 min.
Learn more
How it works

Using Advanced Google Searches with Clay

Introduction:
Searching for specific information on the internet can sometimes be a daunting task due to the vast amount of data available. However, by using Google's advanced search operators and integrating them with Clay, a powerful data scraping tool, you can easily refine your searches and import the exact data you need. This step-by-step guide will illustrate how to achieve this.
SEO Optimized Keywords: Google Advanced Search Operators, Data Importing, Clay, Google Search Query, Data Mapping, Data Scraping, Website Data

Step 1: Familiarize Yourself with Google Advanced Search Operators
Google's advanced search operators are special characters and commands that refine search results on Google. They include:
1. Site: Enables you to search for pages on a specific site.
2. Minus (-): Eliminates certain keywords from your search.
It's recommended to check out Google's article detailing all available search operators for more depth understanding.

Step 2: Use Google's Search Operator Creator
Google's Search Operator Creator is a tool that helps generate specific search queries based on your input. Here's how to use it:
1. Input your search parameters. For instance, if you're looking for articles by New York Times reporters on managing finances, exclude keywords like "budgeting apps" or "business reviews."
2. Specify the period you want the articles to have been posted, for example, within the past year.
3. Enter the specific domain you want to search, such as "New York Times."
4. Run the search to generate a specific search query and check the search results.

Step 3: Refine Your Search
Ensure that your search results are satisfactory before proceeding to import them into Clay. If the results still include unwanted items, refine your search by adding more negative keywords.

Step 4: Importing Search Query into Clay
Once your search query is refined and ready:
1. Copy the generated search query.
2. Paste the search query into Clay.
3. Define the number of results you want to pull from the search. For instance, if you want the top 10 results, specify "10" in the results section.
4. Submit your search in Clay. The first ten results of your specific search query will appear.

Step 5: Mapping and Scraping Data with Clay
After importing your search results into Clay:
1. Begin mapping the necessary data into your Clay table.
2. If you need to scrape data from a specific website, input the URL which can be obtained from your search results.

Conclusion:
Google's Advanced Search Operators, coupled with Clay's powerful data importing and scraping capabilities, can significantly simplify and refine your data search process. Use these steps as a guide to harness the combined power of these tools, ensuring you find the right data for your needs.

If you encounter any challenges or have any queries, the Slack community is an excellent resource for further assistance. Happy data searching and mapping!

Using Advanced Google Searches with Clay

Introduction:
Searching for specific information on the internet can sometimes be a daunting task due to the vast amount of data available. However, by using Google's advanced search operators and integrating them with Clay, a powerful data scraping tool, you can easily refine your searches and import the exact data you need. This step-by-step guide will illustrate how to achieve this.
SEO Optimized Keywords: Google Advanced Search Operators, Data Importing, Clay, Google Search Query, Data Mapping, Data Scraping, Website Data

Step 1: Familiarize Yourself with Google Advanced Search Operators
Google's advanced search operators are special characters and commands that refine search results on Google. They include:
1. Site: Enables you to search for pages on a specific site.
2. Minus (-): Eliminates certain keywords from your search.
It's recommended to check out Google's article detailing all available search operators for more depth understanding.

Step 2: Use Google's Search Operator Creator
Google's Search Operator Creator is a tool that helps generate specific search queries based on your input. Here's how to use it:
1. Input your search parameters. For instance, if you're looking for articles by New York Times reporters on managing finances, exclude keywords like "budgeting apps" or "business reviews."
2. Specify the period you want the articles to have been posted, for example, within the past year.
3. Enter the specific domain you want to search, such as "New York Times."
4. Run the search to generate a specific search query and check the search results.

Step 3: Refine Your Search
Ensure that your search results are satisfactory before proceeding to import them into Clay. If the results still include unwanted items, refine your search by adding more negative keywords.

Step 4: Importing Search Query into Clay
Once your search query is refined and ready:
1. Copy the generated search query.
2. Paste the search query into Clay.
3. Define the number of results you want to pull from the search. For instance, if you want the top 10 results, specify "10" in the results section.
4. Submit your search in Clay. The first ten results of your specific search query will appear.

Step 5: Mapping and Scraping Data with Clay
After importing your search results into Clay:
1. Begin mapping the necessary data into your Clay table.
2. If you need to scrape data from a specific website, input the URL which can be obtained from your search results.

Conclusion:
Google's Advanced Search Operators, coupled with Clay's powerful data importing and scraping capabilities, can significantly simplify and refine your data search process. Use these steps as a guide to harness the combined power of these tools, ensuring you find the right data for your needs.

If you encounter any challenges or have any queries, the Slack community is an excellent resource for further assistance. Happy data searching and mapping!

Learn ways to use Google Advanced Search to refine your results in Clay.

Enriching with 50+ data providers

Find information beyond your wildest dreams on your leads.

Get Job Change Notifications

Use Clay and the LinkedIn integration to see when people change jobs, change companies, and more!

Matthew Quan
2 min.
Learn more
How it works

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

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

Use Clay and the LinkedIn integration to see when people change jobs, change companies, and more!

Find Work Emails with Multiple Providers

Start with a LinkedIn profile to find work emails and much more information on your leads

Eric Nowoslawski
4 min.
Learn more
How it works

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.


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.


Start with a LinkedIn profile to find work emails and much more information on your leads

Automate Google searches

Use our LinkedIn integration to find people within a company, then enrich for their contact info.

Matthew Quan
3 min.
Learn more
How it works

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.

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.

Use our LinkedIn integration to find people within a company, then enrich for their contact info.

Scrape Career Pages

Use our LinkedIn enrichments to pull hundreds of data points from a profile.

Matthew Quan
2 min.
Learn more
How it works

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!

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!

Use our LinkedIn enrichments to pull hundreds of data points from a profile.

Enriching people with LinkedIn and contact information

Search any website for keywords to score companies based on a customizable rubric

Eric Nowoslawski
3 min.
Learn more
How it works

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.

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.

Search any website for keywords to score companies based on a customizable rubric

Find Open Jobs for a Company

Find open jobs that a company has listed on their website

Eric Nowoslawski
3 min.
Learn more
How it works

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.

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.

Find open jobs that a company has listed on their website

Find company tech stack

Find out which technologies a company is using for its CRM and more with a Find Tech Stack waterfall

Eric Nowoslawski
6 min.
Learn more
How it works

Find any company’s tech stack

Create a free Clay Pro account to find out which technologies a company is using for CRM and more using BuiltWith, PredictLeads and Apollo.

Start with a company website

For company tech stack lookup to work, you'll need a company website, or list of company websites.

Fortunately, if you don’t have this information you can easily build a list within Clay or find a company's website starting with just a company name or a contact's LinkedIn profile.

Run a BuiltWith and PredictLeads waterfall enrichment

In the 'Enrich Data' section of Clay, select 'Find Tech Stack'. From there, select the company domain column in your sheet.

When you run this waterfall enrichment it will by default first check BuiltWith followed by PredictLeads for any company's where BuiltWith did not find a match. If you have an Apollo API key, you can use Apollo in your waterfall either first, to save credits, or last to fill gaps where other providers don’t find information.

How to use a companies tech stack in outreach

The number of technologies found on a company's website can be indicative of the company's investment in their team, marketing, or other areas. Understanding the tech stack a company uses provides insights into:

  • Infrastructure and capabilities
  • Growth areas and priorities
  • Marketing platforms
  • Integrations and partnerships

With these details, you can:

  • Personalize outreach by role + tech use
  • Identify ideal customer profiles
  • Inform product positioning
  • Shape targeted advertising
  • Monitor new solution adoption

Tracking 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 technology gaps

The BuiltWith website technology finder 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.

Run your first tech stack lookup today

That sums up our tutorial on how to identify technologies used via a company website. Clay is a comprehensive solution for understanding prospects and refining your outreach. Click here to start a free Clay Pro trial and run your first tech stack lookup today.

If you have any additional questions, drop a comment below or join our Slack community.

Find any company’s tech stack

Create a free Clay Pro account to find out which technologies a company is using for CRM and more using BuiltWith, PredictLeads and Apollo.

Start with a company website

For company tech stack lookup to work, you'll need a company website, or list of company websites.

Fortunately, if you don’t have this information you can easily build a list within Clay or find a company's website starting with just a company name or a contact's LinkedIn profile.

Run a BuiltWith and PredictLeads waterfall enrichment

In the 'Enrich Data' section of Clay, select 'Find Tech Stack'. From there, select the company domain column in your sheet.

When you run this waterfall enrichment it will by default first check BuiltWith followed by PredictLeads for any company's where BuiltWith did not find a match. If you have an Apollo API key, you can use Apollo in your waterfall either first, to save credits, or last to fill gaps where other providers don’t find information.

How to use a companies tech stack in outreach

The number of technologies found on a company's website can be indicative of the company's investment in their team, marketing, or other areas. Understanding the tech stack a company uses provides insights into:

  • Infrastructure and capabilities
  • Growth areas and priorities
  • Marketing platforms
  • Integrations and partnerships

With these details, you can:

  • Personalize outreach by role + tech use
  • Identify ideal customer profiles
  • Inform product positioning
  • Shape targeted advertising
  • Monitor new solution adoption

Tracking 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 technology gaps

The BuiltWith website technology finder 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.

Run your first tech stack lookup today

That sums up our tutorial on how to identify technologies used via a company website. Clay is a comprehensive solution for understanding prospects and refining your outreach. Click here to start a free Clay Pro trial and run your first tech stack lookup today.

If you have any additional questions, drop a comment below or join our Slack community.

Find out which technologies a company is using for its CRM and more with a Find Tech Stack waterfall

Personalizing with AI

Create hyper-targeted 1:1 campaigns with AI and GPT-4

Using AI to Send Hyper-Personalized Outbound

Use Clay's "Converse with ChatGPT" integration to train an AI model that makes tailored suggestions.

How it works

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.

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.

Use Clay's "Converse with ChatGPT" integration to train an AI model that makes tailored suggestions.

Use AI Templates to write Emails

Use AI templates to fast track your OpenAI usage.

How it works

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.

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.

Use AI templates to fast track your OpenAI usage.

Automate Trigger-Based Outreach (7 Triggers)

Use sales triggers to qualify leads and create personalized outreach at scale.

Eric Nowoslawski
9 min.
Learn more
How it works

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!

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!

Use sales triggers to qualify leads and create personalized outreach at scale.

Scrape websites and and use AI to write emails

Use the Get Data tool combined with our OpenAi integration to hyper-personalize outreach.

Matthew Quan
6 min.
Learn more
How it works

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!

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!

Use the Get Data tool combined with our OpenAi integration to hyper-personalize outreach.

Personalize a 4 Email Sequence with AI

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.

Eric Nowoslawski
7 min
Learn more
How it works

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!

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!

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.

How to use recipes

Shorten a business description using OpenAI

Matthew Quan
2 min.
Learn more
How it works

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.

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.

Shorten a business description using OpenAI

Generate Messages that Reference LinkedIn Posts

Reference news articles about a company in an OpenAi-generated message.

Matthew Quan
2 min.
Learn more
How it works

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.

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.

Reference news articles about a company in an OpenAi-generated message.

11 AI Prompts to Automate Account Research

Use AI to customize outreach messaging with Clay.

Eric Nowoslawski
19 min.
Learn more
How it works

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.

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.

Use AI to customize outreach messaging with Clay.

Sending outbound campaigns

Automate campaigns across 200+ tools directly within your Clay lists.

Checking your CRM for DNCs

Connecting Clay to Zapier for amazing automation hacks.

Matthew Quan
5 min.
Learn more
How it works

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.

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.

Connecting Clay to Zapier for amazing automation hacks.

Link Clay to non-native email-sequencing tools

How to export contacts from Clay to a non-native email sequencing tool via Zapier.

Matthew Quan
4 min.
Learn more
How it works

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!

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!

How to export contacts from Clay to a non-native email sequencing tool via Zapier.

Send multiple emails from one table

Mapping out results into a different table, specifically when multiple people are in a result cell.

Matthew Quan
4 min.
Learn more
How it works

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.

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.

Mapping out results into a different table, specifically when multiple people are in a result cell.

Connect Clay to Your CRM and email sequencer

Export contacts from Clay to your CRM or Email Sequencing Tool.

Matthew Quan
2 min.
Learn more
How it works

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.

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.

Export contacts from Clay to your CRM or Email Sequencing Tool.

Enrich your CRM with Clay

Enrich your entire HubSpot, Salesforce, or other CRM within minutes

Eric Nowoslawski
3 min.
Learn more
How it works

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.

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.

Enrich your entire HubSpot, Salesforce, or other CRM within minutes

More ways to Clay

Personalize your outreach with Clay

Personalize your outreach more than 50+ enrichments available

Eric Nowoslawski
7 min.
Learn more
How it works

Personalizing your outreach has never been more important. This video goes over some data sources and fields you can use in your cold outreach to make prospects feel like you have done your research.

Get Job Change Notifications

Use Clay and the LinkedIn integration to see when people change jobs, change companies, and more!

Matthew Quan
2 min.
Learn more
How it works

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

Using AI to Send Hyper-Personalized Outbound

Use Clay's "Converse with ChatGPT" integration to train an AI model that makes tailored suggestions.

How it works

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.

Use this GPT-4 Cold Email Prompt to Book More Meetings

Use this GPT-4 hack within Clay to increase your positive response rate and book more meetings.

How it works

In this video, Eric goes over a framework that is working for people that have a creative way that companies may use their product or service. This works so well for companies that have customers that use their product or service creatively. We have tried this with 4 customers and have gotten leads on the very first day each time. This video is not for companies like financial services or ERC but works great for tech companies and marketing agencies. Here's the prompt. Using the input, create ideas of creative facebook ad ideas for a company to get more customers. The ideas have to be possible with facebook ad marketing. This is the input: "" Be specific and give unique advice. Keep each idea under 20 words and use strategies that use facebook ads marketing.

Getting Started with Clay

This tutorial will teach you how to use Clay end-to-end including: finding companies and people, enriching with 50+ data providers, qualifying leads, creating hyper-personalized messages with AI, and using formulas.

Matthew Quan
14 min.
Learn more
How it works

Hi, and welcome to Clay! In this video, we go through everything you need to know to start using Clay effectively. A few different things we cover here:

- Finding companies to enrich
- Enriching company data
- Qualifying companies
- Finding people within companies
- Using Clay Data Points
- Creating hyper-personalized messages at scale
- Using formulas
... and more!

Matthew gives several step-by-step examples in this tutorial to show you the insane amount of things that are possible when using Clay. We hope this tutorial helps you find more leads, reach out to more people, and close more deals with Clay. Happy prospecting!

Find Company Lookalikes on Clay

Jumpstart your prospecting by automatically finding companies similar to any company in your ICP!

Mishti Sharma
Learn more
How it works

It can be hard to start prospecting for companies from a blank slate. What filters should you use? What signals should you look for? What are the characteristics your initial customers share?

We built Company Lookalikes on Clay to help you find any company similar to one you’re currently researching using AI!

When you're building lists on Clay, you can now start with any company's LinkedIn URL and automatically find more companies like that one using an LLM search! Check out the attached video to see it in action.

For example:

  • Use Tesla → Get Rivian, Polestar, and Fisker
  • Use McDonalds → Get Burger King, Wendy’s and Popeyes
  • Use Nike → Get Adidas, Puma, and Reebok

How to access this feature:

  • Log in to Clay and create a table with the LinkedIn URLs of some companies that fit your ICP
  • You'll see a button on the bottom that says "Find Company Lookalikes"
  • Tick the box for one of the rows in your table & click the button to launch a lookalike search for that company

You can then review the results to add to your table and move on with the rest of your prospecting practice!

To come up with these lists using AI, we're taking a variety of factors from the companies you provide (description, industry, size, etc) and feeding them to a custom large language model (similar to OpenAI) to compare to all the other companies on LinkedIn.

We then are ranking the results reported by the LLM and return what we deem to be the top 30 in terms of quality.

A great next step after importing new lookalike companies is to enrich them — click "Enrich Data" and you'll see a number of options, including location, size, LinkedIn fields, and more. You can also use AI to make inferences about the companies.

TLDR: As long as you know a few companies that fit your ICP, you can use Company Lookalikes to find others from our LinkedIn dataset—in seconds. Happy prospecting!

Claygent: Your AI Web Scraper

Claygent is an AI web scraper that can search and browse the web to find information for you and replace a huge amount of the manual work your SDRs are doing on account research!

Mishti Sharma
Learn more
How it works

Introducing Claygent — an AI web scraper that can search and browse the web to find information for you.

What does that mean? Your prospecting research can’t be limited by any data provider ever again. The whole internet is your canvas 🎨

Examples of what you can ask:

  • Visit a company website and decide if it’s B2B and SOC-II verified
  • Search Google and Wikipedia for a company’s franchise locations
  • Visit popular Instagram profiles to scrape bios and follower counts

and SO, SO, SO much more!

Here's how to find it:

  • Log into Clay and create a new table
  • Add a list of people or companies you want to research
  • Click "Enrich Data" and then search for "Claygent"

This will open up the following modal, in which you can specify what you want Claygent to find, scrape, and research for you. You'll need your own OpenAPI key to use it - follow the link to set one up! it only takes seconds.

Here are some more examples of things you can do, from the workflows of real Clay powerusers.

AI Messaging with AI with Clay x Smartlead

You can now write entire personalized messages with AI in Clay—and send them to campaigns in Smartlead immediately!

Mishti Sharma
Learn more
How it works

Crazy feature launching: You can write and send emails natively within Clay — with the power of AI!

How to Start: A Step by Step Screenshot Walkthrough

Let's work backwards from an example of a great email, stacked with AI-powered personalizations, to learn how you can make your own.

First, start with any Clay table that has emails in it. Click on the "Draft Emails" button.

That'll bring you to a prompt screen, where you can write—and see live previews of—any message. Insert variables from your Clay table and use AI prompts to fill in custom sentences. You can reference someone's job experience, a company's tech stack, open job roles, or even generate creative, relevant marketing ideas.

A great way to get started is to use our AI Templates! Browse a tried-and-tested prompt library to find one that suits your outbound use case.

Stack up multiple prompts and variable inserts to make your email truly shine.

Et voila—you'll have fully drafted emails in your table to review!

After you're done composing your emails, you can send them with one click to your live campaigns on Smartlead. Click "Enrich Data" and "Add Lead to Campaign." Put in your Smartlead API key, fill in what campaign you want to use, and get started. If you don't already have a Smartlead account, sign up for a Pro Plan to get going.

Additional Resources

Check out these videos to learn more:

-A quick walkthrough of the end-to-end process (featured above)

-Examples of how to iterate through different prompts, presented by our own engineer, Tess

-And more to come!

To learn more about the basic principles of AI prompting, check out our guide.

Use AI Templates to write Emails

Use AI templates to fast track your OpenAI usage.

How it works

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.

Enrich LinkedIn Profiles

Enrich profiles on LinkedIn to find key information on anybody you want

Eric Nowoslawski
8 min.
Learn more
How it works

LinkedIn profiles can provide us with a ton of information about prospects, what they do, and their work history. However, it’s super difficult to do this at scale; it used to take hours of manual research to find information on sales prospects - until now. With Clay’s “Enrich Person” LinkedIn integration, you suddenly have access to hundreds of datapoints about any number of prospects you’d like. Here’s how to do it:

Our “Enrich Person” LinkedIn integration only requires their LinkedIn profile as input (if you need that, just check out our LinkedIn source). Find the “Enrich” tab at the top right of your screen, find the integration, input the LinkedIn account, and click “Run”. Soon, you’ll see that each of the people you put in the Clay table will be populated in the integration column.

Upon clicking any of these results, you will find that you now have access to just about anything publicly accessible about the person you enriched. This can include work experience, contact information, college, connections, and more. This information can then be mapped out to your Clay table for further prospecting use. We hope this helps, feel free to reach out if you have any questions, and happy prospecting!

Converse with ChatGPT

Converse with OpenAI using several different roles, eventually creating a desired output.

Eric Nowoslawski
8 min.
Learn more
How it works

Converse with ChatGPT at Scale Using Clay

Looking to get more from your Clay tables by using artificial intelligence? This guide explains how to use ChatGPT in Clay, offering a detailed look at the key differences between GPT-3 and Chat GPT and steps on how to integrate them into your table. The goal? To provide more context, get more customized output, and increase cost-effectiveness.

Step 1: Understand the Difference Between GPT-3 and Chat GPT
OpenAI's GPT-3 has been a go-to feature for data interpretation. It can take substantial amounts of data and create text based on it. The exciting part about Chat GPT is that you can give it more context compared to the regular GPT-3 prompt. This context is particularly useful when writing emails, normalizing data, or crafting opening lines, enabling the AI to generate text exactly how you want it.

Step 2: Set Up Chat GPT in Clay
Setting up Chat GPT in Clay is straightforward. Click on 'enriched data,' then either click on 'AI GPT-3' or 'providers.' This will take you to the OpenAI integration. Click on 'Converse with Chat GPT,' and you'll see the input prompts.

Step 3: Decide on the Number of Messages
You'll need to decide how many messages you want to exchange with the AI. Think about the usual Chat GPT interface where you input some text, and it provides an output based on previous conversation context. You can choose to train the model with two messages and get an output or train it with five messages and then get an output. It's entirely up to you.

Step 4: Assign Roles to Messages
You need to assign a role to each of the messages. 'System' is the context you're providing for the AI. For instance, you could tell the system that it's a translator specializing in translating English into German, providing it the context of the role it should play.
'User' refers to your interaction with Chat GPT, i.e., the inputs you're typing in.

'Assistant' refers to the outputs generated by Chat GPT. If you want to train the AI to provide a specific output when it sees a certain input, you can do so using the 'assistant' role.

Step 5: Train the Model with Examples
Provide several examples to train the model adequately. If you're trying to normalize job titles from LinkedIn, for instance, you can give the AI a series of messages as input and tell it how you want the output to be for each case.

Step 6: Generate Your Result
When you're ready to generate your result, give it the final input from the Clay table. Save the changes and hit play. The AI will respond based on the training you provided.

Step 7: Use Chat GPT for Different Tasks
You can use Chat GPT for tasks that you previously used GPT-3 for, like crafting the first line of a cold email. It's cheaper and can produce more personalized results due to the extra context you can provide.

Conclusion
This is just the beginning of how you can use Chat GPT within Clay. Keep experimenting with different workflows and see how it can boost your processes. For more information, reach out on LinkedIn or join our Slack community. Thanks for reading!

Categorize B2B vs. B2C Companies

Use an OpenAI snippet to categorize a company as either B2B or B2C.

Matthew Quan
1 min.
Learn more
How it works

Using Clay and ChatGPT to Categorize Companies as B2B or B2C

Introduction
Using AI and GPT tools such as Clay, you can efficiently categorize companies as B2B (business-to-business) or B2C (business-to-consumer). This process can save you significant time when you need to filter long lists of companies and identify those that align with your target market. This guide provides you with the steps to implement this categorization using Clay's complete prompt and snippets feature.

Procedure
1. Navigate to the Complete Prompt Feature
   ◦ Start by going to 'Enrich Data' within the Clay interface. Then select 'AI and GPT' followed by 'Complete Prompt'.

2. Access the Snippets Feature
   ◦ After clicking on 'Complete Prompt', you'll see a button labeled 'Snippets'. The 'Snippets' are essentially pre-configured helpful prompts or questions that you or others in the Clay community have found useful.

3. Select a Snippet
   ◦ If you want to determine whether a company is B2B or B2C, choose the corresponding snippet. The prompt will tell you to map a value for a company, which will be used as input for the AI.

4. Provide a Company Description
   ◦ Go to the 'Enrich Company' section and find the 'Description'. This company description will act as the input value for the AI.

5. Run the Snippet
   ◦ After mapping the company description, click 'Use Snippet', save your changes, and select 'Run this for all rows'. The AI will then categorize the companies as B2B or B2C, based on their descriptions.

6. Filter Your Companies
   ◦ Once the companies are categorized, you can easily filter out those that don't match your Ideal Customer Profile (ICP), saving you the time you might have spent researching or reaching out to irrelevant contacts.

Conclusion
AI and GPT tools like Clay provide a powerful, efficient way to categorize your leads into B2B or B2C, saving you time and helping you focus your outreach efforts on the most relevant companies. Using features like 'Complete Prompt' and 'Snippets', you can automate and streamline your company categorization process.

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A product mockup of a Clay.com table with columns showing imported LinkedIn contacts and enrichments from different marketing/outbound tools