Managing contact reminders and interaction history in Clay
Clay
Demo summary
The video demonstrates how Clay tracks interaction history, sets reminders for follow-ups, and displays a feed of recent connections and meetings.
Sync leads to CRM
32:564:07Pushing leads from Clay to HeyReachThe final step showing how to map Clay columns to HeyReach custom fields and trigger the automated push of leads into the LinkedIn campaign.HeyReach
34:182:27Exporting leads to InstantlyShows the process of mapping Clay columns to Instantly.ai fields to push enriched leads directly into a cold email campaign.Xavier Caffrey GTM
4:032:37Importing and cleaning leads in ClayThe video shows the process of uploading the exported Apollo CSV into Clay to organize and clean the lead data for outreach campaigns.Matt Lucero- 10:463:17Managing contact reminders and interaction history in ClayCurrentThe video demonstrates how Clay tracks interaction history, sets reminders for follow-ups, and displays a feed of recent connections and meetings.Tilley Live
7:532:18Pushing leads from Clay to HeyReachShows the final step of using the HeyReach enrichment in Clay to push personalized data into a live LinkedIn campaign.Tim Yakubson
5:371:39Filtering and exporting verified leadsDemonstration of filtering the Clay table for 'Ok' or 'Catch-all' emails and preparing the view for export to a sending tool like Instantly.Niko Kempas
37:223:47Syncing Clay data to HubSpot and SalesforceDemonstrates the native integration for exporting enriched lead data directly into CRM platforms like HubSpot.Patrick Spychalski
25:072:25Exporting enriched leads to SmartleadShows the final step of the workflow: pushing the validated and enriched lead data from a Clay table into a cold email sequencing tool.Matt Lucero
9:230:58Pushing enriched leads to Outreach or CRMBriefly shows the workflow of pushing the final enriched data from Clay into downstream sales tools like Outreach.Mark Colgan | Outbound Prospecting & Pipeline