demobook

Syncing Clay data to HubSpot and Salesforce

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. 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
  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.Matt Lucero
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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. 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