This workflow will allow you to:
- Generate and enrich a list of companies based on size, industry, and headcount
- Import a new list of people from your company list based on a criteria of your choosing\
- Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
- Personalize emails to your prospects referencing this data
Explore more templates
Enrich newsletter subscribers and update contacts in HubSpot
by
Clay Team
This workflow will help you:
- Import newsletter subscribers from HubSpot or another CRM
- Categorize them based off of name and email information
- Enrich contacts with missing name or email information and LinkedIn profile data
- Create or update contacts back in HubSpot
Write personalized emails referencing your prospect's past blog posts, interviews, podcasts, or thought leadership
by
Clay Team
This workflow will enable you to:
- Find and scrape blogs, articles, interviews, podcasts, or any element of thought leadership from your prospects
- Generate personalized emails and LinkedIn messages that references this data
- Include AI snippets of former college traditions for even greater personalization
Generate personalized gift ideas
by
Clay Team
This workflow will help you:
- Identify a prospect's skills and personal interests based on their LinkedIn profile
- Suggest a gift for you to send based on their interests
- Provide a gift URL to show where you can purchase it
For detailed instructions on how to use this template, check out this Claybook
Generate new leads from the deals you just closed
by
Mark Larson
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:
- Import opportunity data from Salesforce
- Find and enrich similar companies based on keywords and industry
- Find and enrich people from these companies that fit your ICP
- Use AI to generate some discussion points that can be used for potential outreach
- Send these records back to Salesforce