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Syncing Clay data to HubSpot and Salesforce

ClayTry it →Patrick Spychalski ·

Demo summary

Demonstrates the native integration for exporting enriched lead data directly into CRM platforms like HubSpot.

All demos from “How to Use Clay.com (1 Hour Tutorial)

  1. 11:144:15Importing and filtering leads in ClayDemonstrates how to import a list of records into a Clay table and apply specific filters like job title (CEO, Founder) and location.ClayBuild a list from ICP filters
  2. 20:192:45Setting up Waterfall Email EnrichmentShows how Clay uses multiple data providers (like Apollo and RocketReach) in a waterfall sequence to maximize email find rates and accuracy.ClayWaterfall enrichment
  3. 26:194:58AI-driven email personalization in ClayWalks through using Clay's AI agent to write personalized opening lines based on company data and revenue triggers.ClayPersonalize cold emails at scale
  4. 37:223:47Syncing Clay data to HubSpot and SalesforceCurrentDemonstrates the native integration for exporting enriched lead data directly into CRM platforms like HubSpot.ClaySync leads to CRM
  5. 50:043:13Enriching Google Maps leads in ClayShows how to take local business data from Google and enrich it with LinkedIn profile links and company information within a Clay table.ClayScrape local businesses / maps
  6. Watch “How to Use Clay.com (1 Hour Tutorial)” →

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 SalesforceCurrentDemonstrates 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 ClayThe 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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