Hi there - cross-posting this from Discuss Anything in case this is the better place. I'm currently in the process of evaluating an SEP to replace Apollo and I'm curious if anyone has extensive experience on integrating Clay + Outreach/Salesloft. The goal is to scale out Clay as the core engine of our pipeline generation motion. For context here's what I want to do:
Step 1: Pull in account lists from SFDC into Clay for various purposes(outbound selling to start enterprise opps, driving registration to marketing events, driving smaller companies to our self-service offering, etc)
Step 2: Find X # of contacts per accounts and enrich with contact info
Step 3: Point Clay Research agents to identify 5 interesting compelling events related to the company and prospects on company domain, prospect LI profiles or 3rd party news sites
Step 4: Point Clay messaging agent towards distilling this research into dynamically personalized subject lines and email messaging that can be used in Outreach(Create 5 columns of subject lines and messaging for 5 touches)
Step 5: Push each column of custom messaging into a custom field in Outreach that can be used in sequence to generate uniquely personalized emails for each outreach sequence step
Step 1-4 is very straight forward as it all lives in Clay. Step 5 is where I'm not so sure. Conceptually I think its simple enough to map a Clay Table column to a custom field in Outreach that allows the info from Clay to be used in Outreach but in practice I'm not sure whether the integration between outreach and clay support this. Would love any opinions/help from the community. Thanks!
Yes, Clay supports exactly what you're describing for Step 5. You can map Clay table columns to custom fields in both Outreach and Salesloft. For Outreach: ** Custom fields fully support HTML and newline characters ** Reserve specific Prospect custom fields (e.g. custom10 to custom15) for Clay usage to avoid conflicts ** You manually map your message columns to these custom fields For Salesloft: ** Custom fields don't support HTML or newlines ** Custom fields must be manually defined in Salesloft before exporting from Clay ** You manually map your messages to these custom fields The integration works by adding custom fields in your Clay enrichment that match exactly with variables in your sequencing tool. For your 5 columns of messaging, you'd create 5 corresponding custom fields and map each Clay column containing your AI-generated content. Clay integrates natively with both Outreach and Salesloft, allowing you to push finalized outreach directly to live campaigns.
Sources: Message drafting overview | Documentation | Clay University Message drafting overview | Documentation | Clay University Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University Outreach integration overview | Documentation | Clay University Add to Sequence with Outreach FAQ | Clay.com
