Discover the best templates for go-to-market teams using CRMs as input data

In this workflow, you'll see how LaunchDarkly finds and scores high propensity accounts. Specifically, you'll be able to:

1. Build a list of companies based on a specific criteria
2. Identify unique propensity signals
3. Score TAM and propensity for your target account lists

For detailed instructions on how to use this template, check out this Claybook

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This workflow will do the following:

1. Auto-import companies from HubSpot, and see if they exist in Salesforce
2. Enrich companies based on any criteria with any of Clay's integrations
3. Update that record in Salesforce

In this workflow, you can find LinkedIn profile URLs with only a full name and company name and search those profiles for specific keywords 

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This workflow will allow you to:

1. Import information from prospects through a webhook, such as favorite snacks and whether they requested company merch
2. Add that information to a row in a Google Sheets document
3. Do an allergen check on the snacks listed and provide an amazon link on where to purchase them

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Here is the workflow that Oneaway uses to maintain less than 2% bounce rate on your emails. It includes prompts to clean your First name, Company name and Job title as well as a prompt to generate 3 variations of Email 1 of your campaign.


This walkthrough shows how Oneaway gets started on campaign work and helps service their clients much faster.

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This workflow can help you gain insight on your prospects digital advertising strategies. Specifically, you'll be able to:

1. Confirm whether your prospects are running search ads or shopping ads
2. Differentiate between text, image and video ads
3. View the ad transparency URLs from your enrichments

To run this play, you will need to input the company name, company domain, and your Serp API Key. 

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In this workflow, you'll be able to:

1. Import a list of website visitors
2. Find lookalikes of those website visitors
3. Send them a custom video in Sendspark

This workflow will allow you to:

1. Find and enrich local businesses with emails, telephone numbers, websites, and Yelp reviews
2. Create a sales pitch tailored to each prospect based on the value proposition of your business
3. Generate a cold-call template to reach out to your prospects with warm intros

For detailed instructions on how to use this template, check out this Claybook

Learn how to use this template

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Learn how this template works

This Clay table workflow automates the process of finding and validating contact information for small businesses and then crafting tailored outreach. The workflow takes a company's domain as input and performs the following tasks:

1. It scrapes the company's website for email addresses and retrieves additional email information from Prospeo.
2. The collected email addresses are then validated using Debounce to ensure they are active.
3. Finally, it uses AI to generate a personalized company compliment based on the company's description and information, which can be used as an opener in cold emails

In this workflow, you can use a Google search and AI to find and compare the price of a hotel room between different booking sites, find the total number of rooms that hotel has, recent positive reviews, and if they use a specific type of booking management software. Lastly, you can reach out to people on your prospect list referencing this data.

First impressions for your new customers are important, and with Clay, you can add some flare to yours. Use this workflow to:

1. Create custom song lyrics for your customers using AI
2. Use Suno to create an AI-generated song based on those lyrics
3. Perform this action at scale by importing your company list

To run this workflow, you will need to access a Suno API key through their paid plan. For detailed instructions on how to use this template, check out this Claybook

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In this workflow, you'll be able to

1. Scrape search results of affiliate websites using Serper
2. Scrape affiliate websites for companies that are typically hard to generate a lead list from
3. Compile them into JSON format to export to a different table with each scraped domain in a separate row

To run this play, you will need your own Serper.dev API Key. 

Enrich prospects using their URLs to find name, role, company, email, and much more!

Pull in contributors from a specific github repository, find their email and write an email.

This workflow will enable you to:

1. Find and scrape blogs, articles, interviews, podcasts, or any element of thought leadership from your prospects
2. Generate personalized emails and LinkedIn messages that references this data
3. Include AI snippets of former college traditions for even greater personalization

This workflow will enable you to:

1. Find the investors of a target company
2. Check to see if you have overlapping investors with them
3. Identify the partner(s) that invested in that company

For detailed instructions on how to use this template, check out this Claybook

This workflow will help you:

1. Find lookalike companies similar to your target prospects
2. Determine whether those companies have active promotions
3. Capture promotional details
4. Check to see if those companies use a specific product, service, or competitor

For detailed instructions on how to use this template, check out this Claybook

This workflow uses Claygent to enrich school districts based on numerous data points. Specifically, you'll be able to find out:

• School district URL
• School superintendant
• School district size
• Student-teacher ratio
• Average SAT score
• Average ACT score
• City Locations

This workflow will allow you to:

1. Import support ticket threads from Intercom
2. Use AI to summarize the support ticket thread
3. Generate a help article that addresses the issue

For detailed instructions on how to use this template, check out this Claybook

Learn how to use this template

This workflow will enable you to:

1. Find people who recently changed jobs and fit your ICP
2. Find the job movers' bosses and enrich them with emails
3. Personalize outbound to job movers' bosses

For detailed instructions on how to use this template, check out this Claybook

Find email address and write personalized copy from press clips and recent personal or professional posts.

Find people using a Sales Navigator URL, enrich for contact info, and push updates to your CRM

Learn how to use this template

Learn how this template works

Example using mutiple types of research to personalize an email.

Description

The Clay workflow 'Personalize outbound with prospects main challenges' is highly useful as it allows sales and marketing teams to tailor their communication to directly address the primary concerns or problems faced by their potential customers. This not only shows a deep understanding of the prospect's needs but also helps in crafting more effective and targeted marketing strategies. The personalization can lead to a higher response rate and engagement, improving the overall effectiveness of the marketing or sales campaign.

Update Claygent prompts to your industry/outbound focus

This workflow will enable you to:

1. Use a company's domain to check if they public webpages or recent news discussing sustainability
2. Check if any of those pages contain a sustainability report
3. See which countries the company operates in

Learn how this template works

In this workflow, you can find emails, clean company names, enrich LinkedIn company URLS, and enrich LinkedIn profile URLS before uploading contacts to Smartlead. This workflow can work for almost any CSV but is made specifically for the CSV you get from exporting from Apollo.

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Learn how to use this template

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Learn how this template works

This template uses AI to determine the likelihood and potential for a prospect to understand AI or be pro-AI, checks for usage of a specific tool within the prospect's company, and then customizes & tailors the outreach to them based on the collected data points and research.

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This workflow is triggered when someone books a meeting with you. From there:

1. An automation is triggered which sends a team member a message about the booked meeting
2. This slack message will include enriched information on the prospect
3. Then it sends the prospect a quick pre-call video with whatever you want to say

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This walkthrough demonstrates a Google search integration flow. Specifically, you will how to perform searches, exclude specific platforms, scrape website content, and find keywords.

Determine a company’s ICP and competitive edge using AI

This workflow will allow you to:

1. Enrich LinkedIn profiles of the influencers you want to work with
2. Find the influencer's recent posts
3. Calculate the average number of reactions per post and the follower engagement ratio

For detailed instructions on how to use this template, check out this Claybook

Many integrations in Clay rely on company domains as an input. However, if you only have a list of company names, this workflow can help find the associated websites and verify them using Claygent.

Use this template to leverage Google Maps in your prospecting efforts. This is best used for companies that don’t have a great LinkedIn presence but are easily found on Google Maps. In this example, we found the company’s Google ratings, role email address, and the founder’s LinkedIn profile and work email. Noticed that we used the Clay “Get Keywords” integration to double check that the person we is in fact the correct person so that you can filter based on that.

This template utilizes a combination of data providers to find work emails, starting with personal emails. Here's how it works:

1. Finds a person's professional profile identifier via their personal email
2. From their profile, finds their current company and that company's domain
3. Finds their work email using their name (from the newly found profile) and company domain

To find each of these data points, the template utilizes waterfalls – a powerful Clay feature that allows fetching data from multiple sources, providers, or databases with ease.

In this workflow, you'll learn how to:

1. Enrich target companies with headcount growth, acquisition info, and the time they spend on documentation per year
2. Find the tech leads at these companies, such as product managers, senior directors, and project leads
3. Draft custom emails with AI referencing the company data to their prospects

Score leads based on tech stack, key financials, recent news, and headcount growth

Find number of international employees from company domain

This template will allow you to:

1. Create automated and enriched pre-meeting notes using Clay
2. Send pre-meeting notes to Notion documents automatically
3. Send automated Slack notifications with links to Notion docs

In order to run this workflow, you will need Zapier (Pro), Notion, and Slack. For detailed instructions on how to use this template, check out this Claybook

A table that enriches, scores, researches, and drafts an email for an inbound lead, using a person’s email + responses to the lead form questions

This workflow will allow you to:

1. Generate and enrich a list of companies based on size, industry, and headcount
2. Import a new list of people from your company list based on a criteria of your choosing\
3. Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
4. Personalize emails to your prospects referencing this data

In this workflow, you'll be able to:

1. Retrieve support conversations from Intercom
2. Use ChatGPT to run them through qualitative checks
3. Send the feedback to a Slack channel

For detailed instructions on how to use this template, check out this Claybook

Learn how this template works

This workflow will enable you to:

1. Import leads from Common Room and RB2B
2. Find lookalikes of your warm leads
3. Find people from those lookalikes, enrich them with emails, and send to a Smartlead campaign

Learn how this template works

This template uses multiple enrichments in Clay to gather data on prospects. It then uses AI to generate personalized snippets of text based on that data, that are inserted into email copy.

Scraping Indeed job listings to get the number of business locations, and then using a formula to turn that into a personalized first line of an email.

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In this workflow, you'll be able to

1. Identify people who commented on a LinkedIn post
2. Enrich their profile with more information about them
3. Send enriched data into Google Sheets

This unlocks many use cases, such as the ability to identify people in your ICP who are engaging with your LinkedIn posts.

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In order to run this workflow, you'll need to use the two templates below:

• Gong HTTP/API
• Calls and enrichment

Once you've copied both of these templates into your workspace, follow the instructions in the video above to:

1. Set up "GET Calls" to retrieve calls from Gong
2. Send your call data to a separate table for enrichment
3. Get the call transcripts and details
4. Setup HubSpot lookups and updates
5. Send next step notes summarized from Gong call recordings through Slack

In this template you can: 

1. Find company domains and enrich them with funding data
2. Find and scrape these companies' Crunchbase URLs
3. Generate a summary of the reasons for the fundraising and what the company is most excited to do next

In this hiring workflow, you'll learn how Clay finds and prioritizes candidates with AI formulas, Claygent, and more. Specifically, this workbook will enable you to:

1. Find people from a list of target companies
2. Filter through candidates with job title keywords (strategy, consultant, account manager, etc.)
3. Calculate how many times a candidate has been promoted with respect to the length of time they've been in their current role, to determine performance success
4. Use Claygent to categorize the target companies
5. Draft personalized emails referencing the above data

In this workflow, you'll be able to:

1. Enrich your prospect list with people and company data
2. Use AI and Google to identify their company's mission statement, ICP, and customers
3. Personalize emails referencing that data

This workflow enriches LinkedIn profiles and provides formulas intended to track if and when a person changes jobs as well as the start date of their current role.

Learn how this template works

This template uses a person's professional profile data, Claygent's research, and Google's Gemini LLM's reasoning capabilities to score people for outreach. It then uses additional logic to tailor the value-prop in the message for each prospect.

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Enrich companies with positive news, 2 unique customers and the number of open jobs, to write a personalized cold email.

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Learn how to use this template

This workflow will enable you to:

1. Enrich users with company and personal data
2. Send enriched data back to Intercom as notes
3. Update Salesforce lookup columns

For detailed instructions on how to use this template, check out this Claybook

This workflow will allow you to personalize emails to companies using:

1. A target account's one-liner
2. Their typical ICP
3. Customers mentioned on their website

This workflow uses LinkedIn URLS to verify whether a person still works at a given company. It is perfect for enriching a list of old LinkedIn URLS to determine whether your former contacts' have switched jobs.

Using the “People also viewed” section of someone’s professional page such as LinkedIn, you can find their close connections, map them to another table, and then qualify if they are a good fit for your ICP.

Find recent company product updates and include in personalized email

This workflow will allow you to:

1. Find local businesses using Google Maps
2. Find business info with Yelp such as recent reviews, phone numbers, and ratings
3. Categorize these businesses

Learn how to use this template

In this workflow, you'll be able to:

1. Generate customized landing pages for your leads
2. Reference someone’s job title, company logo, and more
3. Automatically push live updates to all published landing pages

Use this workflow to generate hundreds of pages for your ABM campaigns, outbound email sequences, inbound follow ups, and even ad campaigns, to help your leads convert. For detailed instructions on how to use this template, check out this Claybook

Learn how to use this template

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In this workflow, you'll be able to:

1. Pull in news articles relevant to your search query by extracting the RSS Feed
2. Extract the business referenced in the article with Claygent and enrich it using integrations
3. Find contacts at those companies and enrich them with emails

This workflow will allow you to:

1. Find a publicly-traded company's most recent 10-K pdf
2. Analyze the 10-K report and extract a list of future priorities and operational risks

For detailed instructions on how to use this template, check out this Claybook

Automated pre-call research for AEs and BDRs from prospect name and email. Before using this template please make sure to adjust based on your ICP.

This workflow imports contacts from HubSpot, enriches them, and finds lookalikes using AI and native integrations.

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You can get any YouTube video transcript in a few clicks. Simply follow these steps

1. Copy this Clay template
2. Paste the YouTube URL into the first column
3. Get a raw transcript

Additionally, you can enable unlimited enrichments such as automatically writing an instructional blog post from this raw transcript. Enjoy! 

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This workflow will enable you to target the followers of your competition. In this video walkthrough, you'll see how Oneaway targets the followers of RB2B and generate 75 leads in less than a week. This template will also allow you to:

1. Find the tech-stack from your prospects with Apify
2. Scrape the number of monthly visitors on your prospects site with Zenrows
3. Generate copywriting frameworks and provide email cleaning to ensure less than 2% bounce rate
4. Cleaning (name, title, company name) prompts that you can always use

Description

The Clay workflow 'Find company influencers by following, recent posts, and experience' is an invaluable tool for marketers and sales teams as it enables them to identify key players in their industry. By tracking influencers' activity and analyzing their following, sales and marketing teams can strategically reach out and engage with these influencers, potentially expanding their brand's visibility and reach. Additionally, this workflow streamlines the process of finding collaborators for content partnerships and promotional campaigns, ultimately driving more leads.

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Instructions

Change prompts and formulas to your company's operations and campaign objectives

This workflow will help you:

1. Identify a prospect's skills and personal interests based on their LinkedIn profile
2. Suggest a gift for you to send based on their interests
3. Provide a gift URL to show where you can purchase it

For detailed instructions on how to use this template, check out this Claybook

This workflow will help you:

1. Import newsletter subscribers from HubSpot or another CRM
2. Categorize them based off of name and email information
3. Enrich contacts with missing name or email information and LinkedIn profile data
4. Create or update contacts back in HubSpot

Check if a contact in HubSpot changed jobs and update their new job details in CRM

This workflow will allow you to:

1. Import contacts from Typeform
2. Enrich them with personal  and company data
3. Categorize them and distribute those leads amongst your SDRs

For detailed instructions on how to use this template, check out this Claybook

Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:

1. Import opportunity data from Salesforce
2. Find and enrich similar companies based on keywords and industry
3. Find and enrich people from these companies that fit your ICP
4. Use AI to generate some discussion points that can be used for potential outreach
5. Send these records back to Salesforce

This workflow will allow you to:

1. Import Typeform contacts into Clay
2. Enrich and qualify those leads
3. Personalize a sales pitch outbound message

For detailed instructions on how to use this template, check out this Claybook

Learn how to use this template

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This template will allow you to

1. Automate account research
2. Create automated research summaries in Google Docs
3. Use account signals and context to prioritize targets, tailor messaging, and schedule outreach

To run this workflow, you will need Zapier(Pro), Slack, and Google Docs. For detailed instructions on how to use this template, check out this Claybook