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How integrations work

Matthew Quan

How to Use Clay to Source Accounts and Prospects

Welcome to this step-by-step guide on using Clay's powerful LinkedIn integration to source contacts. In this tutorial, we will demonstrate how to utilize Clay's integration to find and extract contacts from the platform. Follow the instructions below for a comprehensive understanding of the process.

Step 1: Accessing Clay's Contact Sourcing Features
• Open Clay and navigate to the Contact Sourcing section.
• Note that Clay provides various options to source contacts, including Apollo, and Google Maps.

Step 2: Selecting Contact Integration
• Choose the Contact integration as it is a widely-used and powerful option.
• Fill out the search form with the desired criteria for your contact sourcing.

Step 3: Configuring the Search Criteria
• Determine the number of results you want to retrieve and set the limit accordingly.
• Specify your desired location, such as the United States.
• Define the job titles you are interested in, such as founder, CEO, and co-founder.
• Include relevant keywords in the experience description, such as "AI."
• Leave out specific company information if you are not targeting any particular companies.
• Select the appropriate industry, such as computer software.

Step 4: Running the Integration
• Click "Continue" to proceed with the search.
• Choose whether to create a new blank table or use an existing table for the results.
• The integration will run and populate the table with the requested information.

Step 5: Reviewing the Contact List
• Once the integration completes, you will have a contact list to start with.
• Review the populated table containing the contact information.

Congratulations! You have successfully used Clay's LinkedIn integration to source contacts. By following the step-by-step instructions in this guide, you can leverage the power of LinkedIn to find and extract relevant contacts for your business or project. Utilize the data obtained to further enhance your prospecting efforts. Happy sourcing!

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