Outbound Sales Workflows
We build Clay workflows that help your team run better cold email and LinkedIn outreach with cleaner data and stronger account context.
Build Clay workflows with our certified Clay experts
We set up Clay around your sales process — cleaning your data, finding the right contacts, researching accounts, and sending ready-to-use leads into your CRM and outreach tools.
Q3 Outbound — Ready for Outreachlive · batch 12
Raw List
Enrichment
AI Research
CRM Sync
Ready
NNorthwind Labsnorthwindlabs.io
Maya Chenmaya@northwind…
Hiring 3 SDRs in EMEA
Synced
QueuedReady
AArclight Dataarclight.ai
Tom Okafort.okafor@arcli…
Raised $12M Series A
Synced
QueuedReady
FFernbrookfernbrook.co
Lena Ortizlena@fernbroo…
Moved to HubSpot CRM
Synced
QueuedReady
QQuayside AIquayside.dev
Raj Mehtaraj@quayside…
New VP Sales in Q3
Synced
QueuedReady
CCopperlinecopperline.com
Ana Silvaana@copperli…
Opened Austin office
Synced
QueuedReady
Why B2B Teams Trust Us With Complex Clay Workflows
250+ B2B clients served
Top Rated Fiverr Pro
50+ data sources connected
Clay-certified GTM expertise
Trusted by Growing B2B Teams Worldwide
See How We Build Clay Workflows That Go Beyond Enrichment
Using Clay to find contacts and fill in missing data is an easy part. We take a step further by helping you research the right accounts, find the right people, keep your CRM updated, and get leads ready for outreach, all in one connected workflow. In this quick walkthrough, you'll see how it comes together from start to finish.
Built from 250+ B2B projects andClay-certified GTM expertise.
Across enrichment, CRM, research, and outbound.
AI List Building
We turn raw lists into better prospect lists using enrichment, ICP filters, AI research, and buying signals.
Waterfall Enrichment
One data source will always miss records. We build Clay waterfalls across multiple providers, so your team gets better coverage and fewer gaps.
AI Research Columns
We use Clay AI columns to summarise companies, find triggers, check fit, identify tech stack, and create better inputs for outreach.
CRM Data Enrichment
We fill in missing company and contact details, then sync clean data back into HubSpot, Salesforce, or your existing CRM.
Clay Connected to Sales Tools
We connect Clay with your CRM, outreach tools, Slack, and automations so clean data reaches the right team without extra manual work.
We start by looking at how your team works today.
Then we build the Clay workflow around it.
Understand Your Current Process
We look at how you find leads, use your CRM, run outreach, and where your team is still doing things manually.
Map What Clay Should Do
We decide what needs to be enriched, which data sources to use, what should be scored, and what should happen next.
Build the Workflow
We set up enrichment, AI research, ICP checks, scoring, validation, and routing.
Connect Your Tools
We connect Clay with your CRM, outreach tools, Slack, APIs, and automations so data moves where it needs to go.
Improve It Over Time
We review data quality, match rates, duplicates, sync accuracy, and credit usage — then keep improving the workflow.
The Certified Experts Behind Your Clay Setup
Ritesh leads the GTM and Clay workflow strategy. He helps B2B teams turn messy data, manual research, and disconnected outbound tools into cleaner Clay systems that sales teams can actually use.
- 20+ years industry experience
- 250+ B2B clients served
- Top Rated Fiverr Pro
- Clay-certified GTM expertise
- HubSpot + outbound workflow experience
Swarnendu leads the technical architecture behind the workflows. He helps turn Clay setups into connected systems across CRM, automation, data sync, alerts, and sales tools.
- 20+ years building SaaS products
- 600+ products shipped
- 250+ startups served
- CRM + automation architecture
- API, workflow, and system integration expertise
Already using Clay, but not getting enough value from it?
How B2B Teams Use Clay Workflows
Each workflow turns raw data into something your sales team can actually use.
Use case
Raw List to Sales-Ready Leads
Raw company list
Clay enriches company data
Right contacts are found
Bad-fit accounts are removed
OutcomeList is ready for outreach.
Use case
Website Visitor to Sales Follow-Up
Company visits your website
Account is enriched in Clay
Relevant contacts are found
Sales context is added
OutcomeFollow-up task or alert is created.
Use case
Hiring Signal to Outreach Angle
Target company posts a job
Clay enriches the account
Decision-makers are found
Hiring context is added
OutcomeOutreach angle is created.
Use case
CRM Record to Cleaner Data
Lead enters your CRM
Clay fills missing fields
Company and contact data are updated
Fit is checked
OutcomeSales gets a cleaner record.
Use case
Account Research for Better Personalization
The prospect list is uploaded
Clay researches each company
Triggers and notes are added
Email inputs are created
OutcomeOutreach feels more relevant.
Use case
Raw List to Sales-Ready Leads
Raw company list
Clay enriches company data
Right contacts are found
Bad-fit accounts are removed
OutcomeList is ready for outreach.
Use case
Website Visitor to Sales Follow-Up
Company visits your website
Account is enriched in Clay
Relevant contacts are found
Sales context is added
OutcomeFollow-up task or alert is created.
Use case
Hiring Signal to Outreach Angle
Target company posts a job
Clay enriches the account
Decision-makers are found
Hiring context is added
OutcomeOutreach angle is created.
Use case
CRM Record to Cleaner Data
Lead enters your CRM
Clay fills missing fields
Company and contact data are updated
Fit is checked
OutcomeSales gets a cleaner record.
Use case
Account Research for Better Personalization
The prospect list is uploaded
Clay researches each company
Triggers and notes are added
Email inputs are created
OutcomeOutreach feels more relevant.
Use case
Raw List to Sales-Ready Leads
Raw company list
Clay enriches company data
Right contacts are found
Bad-fit accounts are removed
OutcomeList is ready for outreach.
Use case
Website Visitor to Sales Follow-Up
Company visits your website
Account is enriched in Clay
Relevant contacts are found
Sales context is added
OutcomeFollow-up task or alert is created.
Use case
Hiring Signal to Outreach Angle
Target company posts a job
Clay enriches the account
Decision-makers are found
Hiring context is added
OutcomeOutreach angle is created.
Use case
CRM Record to Cleaner Data
Lead enters your CRM
Clay fills missing fields
Company and contact data are updated
Fit is checked
OutcomeSales gets a cleaner record.
Use case
Account Research for Better Personalization
The prospect list is uploaded
Clay researches each company
Triggers and notes are added
Email inputs are created
OutcomeOutreach feels more relevant.
When the Clay setup finally starts making life easier
After Clay
- Lists are ready to use
- CRM data is cleaner
- Research runs automatically
- Multiple sources fill the gaps
- Sales gets useful context
- Every lead has a clear next step
Before Clay
- Lists still need fixing
- CRM fields are missing
- Research is done by hand
- One provider leaves gaps
- Outreach lacks context
- Sales has no clear next step
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Frequently Asked Questions
Choose a better way to build your Clay workflow
Tell us how your team works today, and we'll map the Clay workflow around it.