Getting Started with Clay: Targeting Companies and Filtering Leads

Z E. · 2025-05-16T19:58:00.416Z

Hey guys, I'm brand new to Clay, currently on the trial and I'm looking to do something which I think is very basic. I'm trying to target people at this list of companies i got as CSV and filter by the ones that have strong buy signals such as recent investments, new funding and new factory announcements etc. I clicked Find People At These Companies action and put in the job functions, level of seniority, job titles, exact keyword match and location. Where do i go from here?

Getting Started with Clay: Targeting Companies and Filtering Leads | Clay

9 comments

· Sorted by Oldest

Channeled
APP
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Great question! To filter people at companies based on buy signals, you'll need to follow these steps: 1. First, ensure you've imported your CSV list of companies into Clay. 2. Use the "Find people at these companies" action to search for individuals based on your criteria (job functions, seniority, job titles). 3. To filter by buy signals like recent investments or new funding, you'll need to enrich your company data. Use integrations like ZoomInfo or People Data Labs to add this information. 4. Once enriched, use Clay's filtering options to narrow down your list based on the buy signals you're interested in. 5. Preview your results and adjust filters as needed to refine your target list. If you need more detailed guidance on using these features, let me know, and I can provide further instructions.
Sources: Find Companies [Clay 101] - Clay University Data points: Company Funding - # of Rounds | Clay.com Find People [Clay 101] - Clay University
Z E.
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Can I get an info session with someone to walk me through this?
Channeled
APP
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We offer a few options to help you get started with targeting companies and filtering by buy signals: 1. Schedule a meeting with a Clay expert: You can book time with one of our experts who can provide a personalized walkthrough of the platform. 2. Join our Slack community: Ask questions and get help from other Clay users and our team in real-time. 3. Explore our templates: We have ready-made templates that can help you get started quickly with specific use cases. To schedule a session or get more immediate help, please click on "Talk to a person" in this chat. A human agent can assist you in arranging a walkthrough or provide more detailed guidance.
Sources: Claybooks: Find, research, and enrich local businesses using Google Maps and Clay | Clay.com Claybooks: Get warm introductions to target accounts from mutual investors | Clay.com
Z E.
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I'd like to schedule a meeting with a Clay expert. How could I book time?
Z E.
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Am I not able to get phone numbers on the trial?
Bo (.
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Hey, You’re right—phone number enrichment isn’t normally available on the trial, but I’ve gone ahead and enabled it for your account so you can use it until your trial ends. If you’d like help building out specific use cases, you can book time with a Clay expert here: https://www.clay.com/experts Let me know if you have more questions.
Z E.
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I have to pay someone to walk me through on clay basics?
Munnawar H.
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Hi there, There are a few great ways to get up to speed with Clay: ** Clay University: This is our structured learning platform with a wide range of resources and video content to help you go from the basics to more advanced workflows. ** Clay Cohorts: You can also join a cohort to learn alongside other new users. You’ll get access to our community Slack, and you can even earn credits as you work through the curriculum. If you're specifically looking to book 1:1 time with a Clay expert during your trial, that would fall under a paid offering. That said, the two options above are excellent (and free) ways to learn how to get the most out of Clay. Let me know if you have any further questions.
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.

Channeled
APP
·
·
Great question! To filter people at companies based on buy signals, you'll need to follow these steps: 1. First, ensure you've imported your CSV list of companies into Clay. 2. Use the "Find people at these companies" action to search for individuals based on your criteria (job functions, seniority, job titles). 3. To filter by buy signals like recent investments or new funding, you'll need to enrich your company data. Use integrations like ZoomInfo or People Data Labs to add this information. 4. Once enriched, use Clay's filtering options to narrow down your list based on the buy signals you're interested in. 5. Preview your results and adjust filters as needed to refine your target list. If you need more detailed guidance on using these features, let me know, and I can provide further instructions.
Sources: Find Companies [Clay 101] - Clay University Data points: Company Funding - # of Rounds | Clay.com Find People [Clay 101] - Clay University
Z E.
·
·
Can I get an info session with someone to walk me through this?
Channeled
APP
·
·
We offer a few options to help you get started with targeting companies and filtering by buy signals: 1. Schedule a meeting with a Clay expert: You can book time with one of our experts who can provide a personalized walkthrough of the platform. 2. Join our Slack community: Ask questions and get help from other Clay users and our team in real-time. 3. Explore our templates: We have ready-made templates that can help you get started quickly with specific use cases. To schedule a session or get more immediate help, please click on "Talk to a person" in this chat. A human agent can assist you in arranging a walkthrough or provide more detailed guidance.
Sources: Claybooks: Find, research, and enrich local businesses using Google Maps and Clay | Clay.com Claybooks: Get warm introductions to target accounts from mutual investors | Clay.com
Z E.
·
·
I'd like to schedule a meeting with a Clay expert. How could I book time?
Z E.
·
·
Am I not able to get phone numbers on the trial?
Bo (.
·
·
Hey, You’re right—phone number enrichment isn’t normally available on the trial, but I’ve gone ahead and enabled it for your account so you can use it until your trial ends. If you’d like help building out specific use cases, you can book time with a Clay expert here: https://www.clay.com/experts Let me know if you have more questions.
Z E.
·
·
I have to pay someone to walk me through on clay basics?
Munnawar H.
·
·
Hi there, There are a few great ways to get up to speed with Clay: ** Clay University: This is our structured learning platform with a wide range of resources and video content to help you go from the basics to more advanced workflows. ** Clay Cohorts: You can also join a cohort to learn alongside other new users. You’ll get access to our community Slack, and you can even earn credits as you work through the curriculum. If you're specifically looking to book 1:1 time with a Clay expert during your trial, that would fall under a paid offering. That said, the two options above are excellent (and free) ways to learn how to get the most out of Clay. Let me know if you have any further questions.
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.