The Ultimate Guide to Streamlining Your Workflow with Clay and Zapier
Are you trying to optimize your workflow using Clay and Zapier? If so, then this comprehensive guide is for you. Clay is a powerful tool that provides myriad integrations, and Zapier is the glue that connects tools not yet supported by Clay. Here's how you can synergize these two apps for efficient lead handling.
Step 1: Understand the Extent of Clay and Zapier Integration
Clay provides numerous import and export options for data with various tools, and the supported list is expanding daily. Zapier is a bridge for those tools that Clay does not currently support. With thousands of apps and triggers available on Zapier, the possibilities for integration are limitless.
Step 2: Use Zapier to Bridge Unsupported Tools with Clay
For instance, if you have an email CRM or an automated email sender like MailerLite that Clay does not support, you can use Zapier to fill that gap. Connect MailerLite to Clay via Zapier for seamless data transfer.
Step 3: Set Up Triggers and Automations in Zapier
When you receive an email from a lead form on your website, you can use Zapier to trigger a new record creation in your Clay table. Clay's integration with Zapier is streamlined; you can choose your workspace, table, and view after logging into your account.
Step 4: Import Data from Gmail to Clay
Map the data from the email (date, email, and body) into the corresponding columns in Clay. Now, all this information is ready to be utilized in Clay.
Step 5: Structure and Format Data in Clay
Using Clay's AI formula generator, create columns for different form inputs like the name, company, and LinkedIn profile. Extract this information from the email body. For example, to extract the name, command Clay to pull out the information from the body between 'name' and 'company'.
Step 6: Enrich Your Leads
With the extracted data in new columns, enrich your lead by pulling out further details like company LinkedIn, personal LinkedIn, and lead type. Use Clay's enrichment formula to further enrich the company information.
Step 7: Score Your Leads
To determine the quality of the lead, use your criteria. For instance, if you want to work with individuals only from California and companies with 1,000 to 5,000 employees on LinkedIn, use Clay's ability to extract such information and create a new column called 'Good Lead'.
Step 8: Generate Automatic Responses Based on Lead Quality
Create a conditional formula for generating automatic responses. If the lead meets your criteria, mark it as a 'Good Lead' and prepare a 'let's meet' response. If not, prepare a 'no thanks' response.
Step 9: Implement Delay and Find Record Actions in Zapier
Back in Zapier, implement a two-minute delay after all the enrichments and lead identification. Then, instruct Zapier to find that record in Clay and pull the new information.
Step 10: Send the Automated Email
Now, use the newly found record to send the email with the appropriate response. Extract the response from the record and include it in the email.
Step 11: Automate Lead Enrichment and Emailing
With all the steps in place, every time someone fills out your lead form, they will be automatically enriched in Clay, and an appropriate response email will be sent.
There are many more use cases for this setup, such as personalizing a Google Slides deck using the information found during the enrichment. So go ahead, explore, and make the best use of Clay and Zapier.