(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! Currently, I have a table of companies. I’m going to create another table to find the people at those companies and then tailor some personalized messaging to them within Clay with AI…

1.
After generating the email text within Clay, how should I be sending emails? What’s the best practice here?
2.
How would this look if I didn’t use a CRM vs. using a CRM like Hubspot?

8 comments

Matthew Q.
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Hey David!
Matthew Q.
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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.
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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.
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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
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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
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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.
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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
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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.