Integrating Clay for Lead Scoring and Personalization Support | Clay

Integrating Clay for Lead Scoring and Personalization Support

Hi Clay team, I’ve installed RB2B and Vector on our website, and they’re currently reporting to a private channel. I’d like to move forward with launching an automated outreach campaign. I understand Clay can help us with lead scoring and potentially personalizing/routing which messages visitors receive. I’m also sharing a screenshot of the recommended GTM stack that I see a lot of GTM influencers suggesting. I’m interested in exploring whether setting up a similar stack would be beneficial. Could someone help me with integrating Clay for lead scoring and personalization? Also, I’d appreciate your insights or guidance on whether adopting this GTM stack makes sense for our needs. Thanks!

3 comments

Channeled
APP
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We can help you integrate Clay for lead scoring and personalization with your existing setup. Clay offers a built-in lead scoring model that allows you to score leads based on criteria like headcount, seniority, and industry. This can be customized to fit your specific needs. For personalization, Clay can automate your lead follow-up process, from submission to enrichment to scoring to outbound communication. This integration can enhance your automated outreach campaign by providing more targeted and personalized messaging. Regarding the recommended GTM stack, without seeing the specific stack you're referring to, it's difficult to provide a definitive answer. However, Clay is designed to be flexible and integrate with various tools, so it could potentially complement your existing setup. Could you provide more details about the specific GTM stack you're considering and your current outreach process? This would help us offer more tailored advice on how Clay can best fit into your workflow.
Sources: Claybooks: Score Typeform submissions and personalize an outbound follow up | Clay.com Lead Scoring [Clay 101] - Clay University
Vladimir J.
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Need to talk to a person
Bo (.
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Hey Vladimir, Great to hear you’re getting set up. To integrate Clay for lead scoring and personalization, here’s how you can move forward: ** Vector Integration: From what I can see, Vector doesn’t appear to support webhooks that send data directly to a Clay Table. It’s worth confirming with their team, just in case. ** Trigify Setup: You can add Trigify as a source directly when creating a new Clay Table. This will allow you to receive visitor data in real time. ** *Enriching with Email or Slack: You’ll find both “Find Email” and Slack integrations in our Enrichment Panel. These can be used immediately Once your table is populated—either through Trigify or a webhook—you can apply these enrichment steps to the contacts and build your personalized outreach flow from there. Let me know if you have more questions.