Channeled

I can't access external URLs, but I can help you with various Clay-related issues and questions. If you're experiencing a bug, please provide: ** Summary of what's happening ** Any error messages ** Link to the specific table/workbook where you see the issue ** Screenshots if helpful For general support, check out Clay University for guides and tutorials, or join our Slack community for help If you need further assistance with a specific issue, request human help by clicking "Talk to a person."

Sources: FAQ | Clay.com Where can I get customer support? - FAQ | Clay.com

Here's how to efficiently research prospects and craft cold emails while minimizing credits: Credit-Saving Strategies: 1. Use the Metaprompter - Get optimized prompts on the first try instead of burning credits through multiple iterations 2. Choose the right tool - Start with AI Formulas (free), use "Use AI" with your own API key (90% cost savings), and save Claygent only for web research 3. Qualify leads first - Use conditional runs to enrich only qualified prospects that meet your criteria For Research & Email Crafting: - Prospecting is free - no credits needed for finding leads - Use Claygent for "last-mile" discovery like recent news, blog posts, or company updates - Connect your own OpenAI/Anthropic API key to cut AI costs by 90% Best Practice: Test small batches first, then scale once you've optimized your workflow

Sources: Best Practices To Maximize Your Credits - Clay University Guide: Ways to save Clay credits | Documentation | Clay University How Clay Credits Work

Here's the best approach to enrich all your Salesforce accounts with employee counts: Step 1: Import Your Accounts Import your Salesforce accounts into Clay using Import Records from Salesforce - select your Account object and choose the appropriate list view. Step 2: Enrich with Employee Count Add an Enrich Company enrichment column to get employee count data for each account. This action is free and provides company size information. Step 3: Push Back to Salesforce Use the Update Record action to push the employee count data back to your Salesforce Account records' Employee Count field. Pro Tips: ** Use conditional runs to only enrich accounts that don't already have employee count data, saving credits ** Check for duplicates with Lookup Records before enriching to avoid wasted credits This workflow automatically fills employee count fields for your accounts, similar to how Vanta uses Clay to continuously update key Salesforce fields including employee count.

Sources: Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Salesforce Integration Guide How Vanta uses Clay to streamline RevOps and scale signal-based prospecting - The GTM with Clay Blog

Some Clay actions may have a limit of 5 URLs for specific inputs. While there's no general limit on LinkedIn URLs you can use in Clay, individual features might have their own restrictions. For best results, include both personal LinkedIn URLs and company information. The essential "corner pieces" for people data are personal LinkedIn Profile URL and Full Name, while for company data, you need Company Domain and Company LinkedIn Profile URL.

Sources: Source - Clay Find People with Companies, People, Jobs Find Mobile Number & Social URLs with Clay Enrichments Enrich Person from Profile with Companies, People, Jobs

There's no specified limit on how many personal LinkedIn URLs you can use in Clay. For best results, you should include both personal LinkedIn URLs and company information. The "corner pieces" for people data are personal LinkedIn Profile URL and Full Name, while for company data, you need Company Domain and Company LinkedIn Profile URL.

Sources: Jigsaw Framework - Clay University Jigsaw Framework - Clay University

Currently, there's no direct geographic filter for "Find professional posts" in Clay. As a workaround, you can: 1. Use the "Location" filter in the "Find People" feature to first create a list of UK-based professionals. 2. Then use these profiles as inputs for the "Find Recent Posts" feature. Alternatively, segment your search into smaller geographic chunks to manage results more effectively.

Sources: Find Recent Posts by User or Company with Companies, People, Jobs Find People overview | Documentation | Clay University

Clay doesn't offer direct API endpoints, but provides API-like functionality through webhooks and HTTP API integration. You can send data to Clay via webhooks, process it within Clay, then use HTTP API to push enriched data back to other systems like n8n. This workflow has been successfully used with n8n - for example, Coverflex built an automated system using Clay for enrichment, n8n for workflow automation, and seamlessly integrated them. For documentation, check: ** Webhooks guide: https://docs.clay.com/en/articles/9730014-import-data-to-clay-using-webhooks ** HTTP API guide: https://docs.clay.com/en/articles/9672489-http-api-with-clay

Sources: Using Clay as an API | Documentation | Clay University Using Clay as an API | Documentation | Clay University HTTP API with Clay How Coverflex uses Clay to track signals and automate outreach for 3M+ companies - The GTM with Clay Blog