You’ve connected your CRM and imported Salesforce data into your Clay table, what’s next?

This documentation outlines Salesforce workflows cases you can build within Clay to enhance your sales processes. It covers both inbound and outbound strategies, demonstrating how to leverage Clay's features for lead enrichment, scoring, segmentation, and personalized outreach.

Automatically enriching lead data from inbound form submissions ensures maximum coverage for lead data such as contact emails, company size, location, and industry. Using webhooks, you receive data in real time, enriching each lead profile as it enters your system.

Some example enrichments you can try are Find People, Find Technology, or Email Waterfall, to name a few This enriched information is then pushed to Salesforce, enabling further actions such as lead scoring and prioritization.

Clay’s lead scoring helps you qualify and prioritize leads more effectively by providing additional data that traditional scoring methods often miss. With enriched data, your sales team can quickly identify high-priority leads and focus on the most promising prospects.

After enriching your leads with Clay’s 95+ data points, use the Formula Tool to generate a lead score directly in Clay. The AI formula generator makes it easy to select the data points you want to include in your lead score. Once scored, you can push the leads back to Salesforce to your lead score field.

With Clay, you can create customer segments using custom industry categories and push them directly to Salesforce, overcoming the limitations of traditional filters that are often too broad to be meaningful. Manual sorting into specific categories can be tedious and error-prone, but Clay helps you automatically categorize leads based on your unique definitions.

Using the Claygent action, you can list as many categories as needed and instruct Claygent to classify prospects’ industries according to your custom-defined list. This list can range from simple classifications, like B2B vs. B2C, to a detailed list of 50+ categories. See how Anthropic used this feature in our case study.

Identify new companies that match your Ideal Customer Profile (ICP) and seamlessly integrate them into Salesforce, streamlining your lead generation process.

Begin by using the Find Companies action in the source panel to locate prospects that fit your ICP. Next, use the Lookup Record action to check if these companies already exist in your Salesforce database. For new leads not found in Salesforce, enrich them to check if they’re within your ICP. Apply conditional logic to skip enrichment for existing customers and create records for the new companies that fit within your ICP.

Connecting with customers who have recently changed jobs is crucial. They often make key purchasing decisions in their first months. By using Clay’s job changes action, you can leverage their prior positive experience with your product and send a timely, personalized message to influence purchasing decisions at their new company.

Start by importing into a separate Clay table a list of contacts from Salesforce you want to track. Within the Source Panel, select Track Job Changes as your source and indicate that you want to track the contacts in the previous table you’ve created. Then you can set up enrichment actions (ex. Find People) so you can get the data you need to can craft a personalized message withOpenAI’s ChatGPT: Generate text action. Finally, you can set up a sequencer integration so you can outreach directly to your customer when they change jobs.

Segment leads from signups by company size to run targeted outreach sequences. By flagging high-priority leads based on demographic and firmographic data, your sales team can quickly identify and focus on the most promising prospects, ensuring that outreach is directed toward the highest-impact contacts.

To implement this within Clay, creating a dropdown column via Add Column > Select with the company segments size. You then can create conditional snippets based on the segment in the message drafter. You can access this via Actions > Draft Email.