Prep Apollo Data to be uploaded to Smartlead
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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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CRM Reengagement Table
by
Patrick Spychalski

This campaign pulls in an existing list from the client's Hubspot or Salesforce Account. This list can be imported either from a CSV or from the native import feature in Clay.

Low Hanging Fruit is a term commonly used in sales that refers to leads that are most likely to convert. In theory, it'd be much easier to book a meeting with somebody who is already familiar with a client's company and their offering. This is why the re-engage can work well.

It's also a strong campaign because there's most likely existing data points about each prospect/lead that we can utilize in the copy. We'd run this campaign for a client pretty early on in our engagement with them especially if they have an existing inbound work-flow. The copy will reference whatever activity led to the prospect to be on the HS / SFDC list, whether that be a form-fill, a demo/meeting request, a meeting held, etc. A brief 1-liner overview of the client's offering should also be worked into the campaign. Additionally, referencing recent news or a problem the prospect may be facing that the client solves should be worked into the copy using AI prompting.

This generated us roughly 30 positive replies over the course or 2.5 months and 15 of those replies were meeting requests.

Handwritten Letter Table
by
Patrick Spychalski

This play will help you send personalized handwritten letters to prospects. To run this recipe, do the following:

  1. Copy the clay table.
  2. Open a Scribeless account.
  3. Create a campaign inside Scribeless.
  4. Copy the campaign ID from the URL and API key from account settings.
  5. Edit the Scribeless column in clay.
  6. Add the campaign ID and API key in the endpoint of the HTTP request.
  7. Map the JSON elements to get the letters personalized.
  8. Run the column.
Automate screenshots of unlimited website pages
by
Scott Tousley

In this workflow, you'll be able to automate screenshots of any domain online using screenshotapi.net. For those in marketing and sales, this template can be useful in competitor analysis, campaign tracking, or content inspiration.

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

Scrape Indeed jobs to get business locations and write personalized email
by
Clay Team

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.

Personalized one liner about a fact mentioned on LinkedIn or Website
by
Utkarsh Singh Rana

In this workflow, you'll be able to:

  1. Look for facts mentioned on prospects' LinkedIn profiles
  2. Use AI to generate a unique one-liner
  3. Reference a fact on a prospects' website if it cannot find anything relevant on their LinkedIn
Track Past Clients Who Changed Job
by
Alexis Martial

Prep Apollo Data to be uploaded to Smartlead

Duplicate

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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