(new to Clay) May be a silly question, but I’d love some help!

(new to Clay) May be a silly question, but I’d love some help! | Clay

8 comments

· Sorted by Oldest

Matthew Q.
·
Hey David!
Matthew Q.
·
1.
Clay currently doesn’t actually send emails. But we do sync with email sequencers. If you have an email sequencer, just click enrich data -> Email sequencers -> You can push clay data directly to the sequencer from there
Matthew Q.
·
2. You don’t need to use a CRM - but if you did you would be able to automatically update your CRM with info found in Clay
David L.
·
Matthew Q. Love your Clay content btw 🙂
1.
What would you recommend as a best practice / workflow to send emails without a sequencer? Lets assume the following:
a.
I don’t have a CRM in place….would you say I should just copy and paste the lead name / email content into a gmail message and send it off?
i.
Note: I assume I could use Zapier to help with this…maybe there’s a way to send Clay row content to Zapier to create a draft/send an email in Gmail ?
b.
I have Hubspot…
2.
Currently, I’m not using an email sequencer…but is it correct to say that if I were, I could queue different/unique emails per person across a table of leads and push them into a sequencer?
Clay Team
APP
·
Hey David, great question! We have a blog around how to get set up for email outreach in case it helps. It may be a similar process if you were to do this from your main email provider vs a sequencing tool. https://www.clay.com/blog/cold-email-setup
Clay Team
APP
·
Of course, having a sequencer in the mix does speed up the process as it may cut down the time and even give you some features you could leverage to scale the process a bit more within the adequate limits.
David L.
·
Hi Arturo O. thanks for your response though I’d like to hear your thoughts on my questions…specifically what flow would be best practice if I do not have a email sequencer in place? Or does everyone using clay typically have an email sequencer in place?
Clay Team
APP
·
Most people typically have an email sequencer in place as well. Without one you'd need to manually contact each person you enrich (which is fine as well) but adds a lot more manual work to the process.

Matthew Q.
·
Hey David!
Matthew Q.
·
1.
Clay currently doesn’t actually send emails. But we do sync with email sequencers. If you have an email sequencer, just click enrich data -> Email sequencers -> You can push clay data directly to the sequencer from there
Matthew Q.
·
2. You don’t need to use a CRM - but if you did you would be able to automatically update your CRM with info found in Clay
David L.
·
Matthew Q. Love your Clay content btw 🙂
1.
What would you recommend as a best practice / workflow to send emails without a sequencer? Lets assume the following:
a.
I don’t have a CRM in place….would you say I should just copy and paste the lead name / email content into a gmail message and send it off?
i.
Note: I assume I could use Zapier to help with this…maybe there’s a way to send Clay row content to Zapier to create a draft/send an email in Gmail ?
b.
I have Hubspot…
2.
Currently, I’m not using an email sequencer…but is it correct to say that if I were, I could queue different/unique emails per person across a table of leads and push them into a sequencer?
Clay Team
APP
·
Hey David, great question! We have a blog around how to get set up for email outreach in case it helps. It may be a similar process if you were to do this from your main email provider vs a sequencing tool. https://www.clay.com/blog/cold-email-setup
Clay Team
APP
·
Of course, having a sequencer in the mix does speed up the process as it may cut down the time and even give you some features you could leverage to scale the process a bit more within the adequate limits.
David L.
·
Hi Arturo O. thanks for your response though I’d like to hear your thoughts on my questions…specifically what flow would be best practice if I do not have a email sequencer in place? Or does everyone using clay typically have an email sequencer in place?
Clay Team
APP
·
Most people typically have an email sequencer in place as well. Without one you'd need to manually contact each person you enrich (which is fine as well) but adds a lot more manual work to the process.