Utilizing Clay for Automated Outbound Processes: Share Your Insights

·Jul 17, 2025 01:47 PM·

Interested to know, are there many people utilsing Clay as part of a wider outbound stack who have automated the majority of the process (from onboarding to call booking)?

3 comments

· Sorted by Oldest

David G.
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Yes, we’ve built and continue to build the entire Revops process from within Clay. This means lead scoring, routing to sdrs/ae, account segmentation, crm cleanup and enrichment, ad retargeting, content journey mapping Etc
David G.
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What are you looking to do?
Jonathan M.
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Does that include lead sourcing David G. - looking at how much of the process (from client onboarding) through to campaign launch and optimisation can be automated

David G.
·
·
Yes, we’ve built and continue to build the entire Revops process from within Clay. This means lead scoring, routing to sdrs/ae, account segmentation, crm cleanup and enrichment, ad retargeting, content journey mapping Etc
David G.
·
·
What are you looking to do?
Jonathan M.
·
·
Does that include lead sourcing David G. - looking at how much of the process (from client onboarding) through to campaign launch and optimisation can be automated