Clay Workflows Guide by LeadMagic

Master the art of building powerful GTM workflows with Clay's data enrichment platform

TRUSTED BY THE TOP GTM TEAMS OF ALL SIZES

Core Components of Clay Workflows

Essential building blocks for creating powerful data workflows

Data Tables

The foundation of Clay workflows where your data lives and transforms.

Create a table to store your target accounts with columns for company name, website, industry, employee count, and funding data.

Enrichment

Automatically add valuable data points to your existing records.

Enrich your table with company data from Clearbit, LinkedIn, and other premium sources to fill in missing information.

Filtering

Narrow down your data to focus on the most relevant records.

Filter your prospects to only show companies with 50-200 employees in the healthcare industry that have raised Series A funding in the last 12 months.

Formulas

Create custom calculations and transformations on your data.

Use formulas to calculate a lead score based on company size, funding amount, technology used, and recent hiring activity.

Triggers

Set up automated actions based on specific conditions or events.

Create a trigger that sends a Slack notification whenever a new company matching your ICP is added to your table.

Integrations

Connect Clay to your existing tools and platforms.

Push qualified leads directly to Salesforce and trigger personalized outreach sequences in Outreach.io.

Automations

Build end-to-end workflows that run on schedules or triggers.

Set up a daily automation that finds companies with new funding announcements, enriches them with contact data, and adds them to your outbound campaign.

Templates

Pre-built workflows you can customize for common use cases.

Use the Account-Based Marketing template to quickly set up a workflow that identifies, enriches, and prioritizes target accounts.

Collaboration

Share and work on workflows with your team.

Share your lead scoring workflow with the sales team so they can provide feedback and make adjustments to the criteria.

Version Control

Track changes and roll back to previous versions when needed.

After making significant changes to your workflow, you can compare it with previous versions or restore an earlier version if needed.

Monitoring

Track the performance and health of your workflows.

Set up monitoring to alert you if your daily lead enrichment workflow fails or if the data quality drops below a certain threshold.

API Access

Programmatically interact with your Clay workflows.

Use the Clay API to trigger your lead enrichment workflow whenever a new form submission comes in on your website.

Advanced Clay Workflows

Explore 13 powerful workflow templates for different GTM functions

👇 CLICK ON ANY WORKFLOW BELOW 👇

Each workflow includes real-world examples for Sales, Marketing, Customer Success, and Revenue Operations

You're Almost There!

Just one more section to explore below. Continue scrolling to discover all of our advanced workflow examples and best practices that will transform how you use Clay for your GTM operations. These proven workflows have helped hundreds of teams achieve exceptional results.

Lead Enrichment Workflow4 templates

4 examples

Automatically enhance lead data with additional information from multiple sources.

Sales Example

Give me a Clay Workflow design for Lead Enrichment Workflow focused on Sales Example. I need a detailed strategy that includes: 1. The overall workflow structure and data flow 2. Required data sources and integrations 3. Key formula calculations and logic 4. Automation triggers and actions 5. Step-by-step implementation plan Create a workflow that takes a list of email addresses from your CRM, enriches them with company and contact information, and identifies decision-makers at each account. Configure the workflow to run daily and push the enriched data back to your CRM with a 'Ready for Outreach' tag.

Marketing Example

Give me a Clay Workflow design for Lead Enrichment Workflow focused on Marketing Example. I need a detailed strategy that includes: 1. The overall workflow structure and data flow 2. Required data sources and integrations 3. Key formula calculations and logic 4. Automation triggers and actions 5. Step-by-step implementation plan Build a workflow that enriches webinar registrants with firmographic data, technographic information, and social media profiles. Use this data to segment attendees for personalized follow-up campaigns based on company size, industry, and technology stack.

Customer Success Example

Give me a Clay Workflow design for Lead Enrichment Workflow focused on Customer Success Example. I need a detailed strategy that includes: 1. The overall workflow structure and data flow 2. Required data sources and integrations 3. Key formula calculations and logic 4. Automation triggers and actions 5. Step-by-step implementation plan Develop an enrichment workflow for your customer base that pulls in company growth signals (hiring, funding, acquisitions) and product usage data. Create a health score formula that identifies expansion opportunities and churn risks based on these signals.

Revenue Operations Example

Give me a Clay Workflow design for Lead Enrichment Workflow focused on Revenue Operations Example. I need a detailed strategy that includes: 1. The overall workflow structure and data flow 2. Required data sources and integrations 3. Key formula calculations and logic 4. Automation triggers and actions 5. Step-by-step implementation plan Set up a workflow that enriches closed-won opportunities with additional company data, decision-maker information, and competitive intelligence. Use this enriched data to identify patterns in successful deals and refine your ideal customer profile.

Account Prioritization Workflow4 templates

4 examples

Competitive Intelligence Workflow4 templates

4 examples

Event-Triggered Workflows4 templates

4 examples

Territory Planning Workflow4 templates

4 examples

Ideal Customer Profile (ICP) Refinement4 templates

4 examples

Multi-Channel Orchestration4 templates

4 examples

Data Quality Management4 templates

4 examples

Pipeline Forecasting Workflow4 templates

4 examples

Customer Journey Mapping4 templates

4 examples

Personalization at Scale4 templates

4 examples

Churn Prevention Workflow4 templates

4 examples

Market Intelligence Workflow4 templates

4 examples