Clay Workflow Examples
Inbound, outbound, webhook-triggered, or a daily run. Enrichments from core to complex.
ProblemProspecting & verifying the right accounts for our ICP took hours with traditional tools like Apollo and ZoomInfo. Keywords were too broad or too specific.
SolutionWebhook triggered Clay AI agent workflow from the Salesforce Account to score based on specific ICP parameters
Outcomes Reduced time manually researching new accounts accounts by 60-75%
DeliverablesFields & reporting with sorted by ICP scores, sources, and dates checked/filled
SolutionWebhook triggered Clay AI agent workflow from the Salesforce Account to score based on specific ICP parameters
Outcomes Reduced time manually researching new accounts accounts by 60-75%
DeliverablesFields & reporting with sorted by ICP scores, sources, and dates checked/filled
1. finding target accounts
ProblemNow we have an account list that's workable, but a contact list that's too big or too sparse to spray and pray with a cold campaign or highly targeted nurture
SolutionWebhook triggered workflow and AI agent from the Salesforce record to identify and import the right contacts
OutcomesIncrease cold outbound reply rates from 0.5% to 2%; increased cold-sourced pipeline by 50%
DeliverablesFields & reporting with contact-level ICP scores, sources, dates checked/filled
2. finding target Contacts
ProblemAll of these are available now to our reps on-demand, but brand new leads still aren't being screened for these key data points. Reps are required to refresh their own lists or come to RevOps for a bulk pull & update.
SolutionDaily automated workflow and AI agent from a list of new leads to enrich based on available inputs regardless of source.
DeliverablesContinually refreshed target account list for Sales motions and targeted Marketing nurtures.
3. countinuous enrichment
Monitoring | RevOps | Marketing | Sales | AM/CS |
Job Changes Checks lists of prioritized individual contacts from various cohorts | Disqualify existing contact, evaluate under new circumstances If pre-qualified, create new lead/contact created and link records | Notify branding to send congratulatory gift or letter to high value contacts (Champions, Power Users) | Stale contact removed from active cadences & targeting reports New scored lead added to appropriate lists | Email & Slack notifications for key contacts Outreach initiated if moved to existing client company |
"We're Hiring" Checks list of prioritized accounts for new jobs hiring | Noted technologies, projects, growth signals in description and volume of postings | ABM profiles sent to product marketing for analysis on systems & skills mentioned High growth signals sends notification to Marketing | Triggers new ICP qualification Agents & updates account for BDR lists Check relation to previous Closed Lost deals for tailored follow up by Sales Executive | Email & Slack notifications for key contacts
Outreach initiated if moved to existing client company
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Public Data Feeds Examples: Court dockets, Federal contracts, Real estate listings & sales | Publish updates to designated fields for use case Identify & enrich appropriate personas for GTM motions | Account gets added via new field value to HIGHLY targeted ABM nurtures | BDR reports updated with new accounts to propsect under HIGHLY targeted outreach motions Relate to any Pending Opptys & Closed Lost deals & notify reps for for follow up | Notify AM & CS of active clients to conduct discovery for expansion potential |
Standard Company Update Signals Mergers, acquisitions, new websites, contact information | Deactivate or merge Accounts, notate relationship & Account stage updates Rerun any initial qualification check with updated information | Notify branding to send congratulatory letter or gift sent to key contacts when appropriate | Remove defunct accounts from BDR lists Relate to any Pending Opptys & Closed Lost deals & notify reps for for follow up | Consolidation or other downturn signals get sent to AMs & Finance to forecast churn. CS to reach out to health assessment New locations or funding signals pushed to managers to discover expansion opportunity |
Other custom applications
Maximize the value of your GTM motions and initiatives
Here are some actionable workflows and how they can be leveraged by every team
Here are some actionable workflows and how they can be leveraged by every team