demobook

Managing contact reminders and interaction history in Clay

ClayTry it →@tilley_live ·

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

  1. 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.@matthewlucero
  2. 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
  3. 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.@matthewlucero
  4. 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.@MarkColgan
  5. 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
  6. 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. 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
  8. 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
  9. 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

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