Hi everyone! Got a question about a process I'd like to build. We are using Salesforce and I am currently importing our SFDC leads into Clay and enriching them. So far so good. One thing I would like to do is be able to search Linked in for people at the company that have a marketing type title. So lead comes into Salesforce is pulled into Clay, Clay then enriches lead, next Clay somehow pulls contacts from Linked in at work at this company and have a marketing title. First is this possible... These people into a new Clay table automatically. Has anyone set up a workflow like this?
Yoo David, Yes, itβs possible to use the LinkedIn People enrichment in Clay with filters for marketing titles connect it to your Salesforce imported leads and set automation to push matching contacts into a new Clay table automatically.
David - You could bring the people into your table, get their company name, find the linkedin profile of that company. When that is done, you can have a new table that is set up as a "Find people table" and use the company linkedin URL from the first table as the company source for that new find people table, and add the title filters you want to the find people search. Then you have a new table that will find contacts at those companies for you.
