Has anyone built a way to build out and org chart/account map using clay? We can get a list of contacts with certain roles/titles, but is there a way to discover how they are related to one another in an org chart?
Yes! We have The Org integration that provides comprehensive insights into organizational structures by leveraging professional profiles or work emails to reveal managerial hierarchies. [1]
You can identify reporting relationships, discover management hierarchies, and gain valuable context for strategic networking.
Additionally, we offer the Find Company Corporate Structure action powered by HG Insights, which uncovers the full hierarchy of any company—from global HQ down to local entities. [2]
For creating visual organizational charts, you can develop visual org charts using charting tools to map out organizational structures and integrate CRM data to identify key stakeholders. [3]
If you need any further assistance with building out an org chart or account map using Clay, I’m here to help. Would you like to share more about what you’re trying to achieve or any specific challenges you’re facing?
If you need any more help with adding The Org integration or anything else related to building your org chart, please let me know. Would you like to provide more details about what you're trying to accomplish or any difficulties you're encountering?