Starting from scratch - how to use Clay to source accounts and prospects

Bring accounts into your Clay table for further enrichment.

Matthew Quan
1 min.

Don’t think we would leave you hanging when it came to finding leads, too- if you don’t have any at the moment, we have a super cool and powerful tool that can help you do it. Our LinkedIn source allows you to pull LinkedIn profiles into Clay based on set criteria, including keywords, job title, company, location, and more. You can also limit the amount of profiles that are pulled in if needed. In this video, Matthew demonstrates the capabilities of the LinkedIn source by defining some criteria to pull a few potential prospects in. Here’s how he does it:Step 1: Go to Clay, click “New Table” and find the “LinkedIn Profiles” source. Step 2: After opening the source, begin to define your criteria. You can set multiple criteria per dialogue box- for example, Matthew decides that he wants people who match the job title of Founder, Co-Founder, and CEO. Step 3: Click “continue” and then select whether you’d like to add the data to a new table or to an existing table. After that, your LinkedIn profiles will populate the table and you’ll be able to enrich them for further data! These profiles are a great place to start when using Clay because you’re easily able to get most of the information needed to start using our other integrations. We hope this helps, and happy prospecting!

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