This workflow will enable you to:
- Enrich users with company and personal data
- Send enriched data back to Intercom as notes
- Update Salesforce lookup columns
For detailed instructions on how to use this template, check out this Claybook
Explore more templates
How To Outbound - Clay's Outbound Motion for ClickUp
by
Clay Team
In this workflow, you'll learn how to:
- Enrich target companies with headcount growth, acquisition info, and the time they spend on documentation per year
- Find the tech leads at these companies, such as product managers, senior directors, and project leads
- Draft custom emails with AI referencing the company data to their prospects
How Clay uses Clay to find, prioritize, and reach out to job candidates
by
Clay Team
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:
- Find people from a list of target companies
- Filter through candidates with job title keywords (strategy, consultant, account manager, etc.)
- 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
- Use Claygent to categorize the target companies
- Draft personalized emails referencing the above data
Auto-generate personalized landing pages for all prospects
by
Clay Team
In this workflow, you'll be able to:
- Generate customized landing pages for your leads
- Reference someone’s job title, company logo, and more
- 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