Clay Howto
Clay is a data enrichment and personalized outreach platform that helps go-to-market teams scale their campaigns with AI-powered research and messaging.
View MoreHow to Use Clay
Sign up for a Clay account: Go to app.clay.com/signup to create a free Clay account or start a 14-day Pro trial.
Import or create a lead list: Sync leads from your CRM, import a CSV, or use Clay's built-in prospecting tools to build a targeted list of companies, people, or open jobs.
Enrich your data: Use Clay's marketplace of 75+ data enrichment tools to add contact information, firmographics, and other data points to your lead list.
Use the AI research agent: Leverage Clay's AI agent to automatically visit websites, read PDFs, and do Google searches to gather additional unstructured data on your leads.
Clean and format your data: Use Clay's data cleaning tools to standardize and format your enriched data.
Craft personalized messages: Use the AI messaging tool to automatically generate personalized outreach messages based on your enriched data.
Sync data back to your CRM: Connect Clay to your CRM to push the enriched data and drafted messages back for your sales team to use.
Launch your outreach campaign: Use the enriched data and personalized messages to run your outbound campaign through your email sending tool or CRM.
Clay FAQs
Clay is an end-to-end prospecting workflow tool that aggregates over 50+ data providers into a simple spreadsheet interface. It enables sales, recruiting, and growth teams to build highly targeted lists of leads without manual work. Clay helps with data enrichment, personalized outreach, and automating manual research tasks using AI.
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