Checking your CRM for DNCs

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.

‍

‍

‍