Inquiry About Agency Plan for Managing Client Clay Accounts

While we don't have a specific "agency plan," our Enterprise plan would be the most suitable for managing multiple client accounts. With this plan, you can: ** Add unlimited users to your workspace ** Build tables with unlimited rows using Passthrough Tables ** Get a customizable amount of credits to match your organization's needs ** Save your Clay workflows using Clay recipes * Manage employee access with SSOIt's worth noting that even with our Free plan, you can add unlimited users to your workspace, though you'll have more limited features and credits. Sources: Who on my team should use Clay? - FAQ | Clay.com Plans and billing | Documentation | Clay University Workspace administration documentation | Documentation | Clay University

Currently, access control is managed at the workspace level through two main roles: 1. Users: • Can edit workspace resources (tables, workflows, and integrations) • Have limited access focused on editing capabilities 2. Admins: • Can edit all workspace resources • Have additional permissions to invite/remove team members • Can assign or update roles between User and AdminThere isn't currently a feature to limit access on a per-table basis - all members with access to a workspace can access all resources within it. Sources: Workspace administration documentation | Documentation | Clay University Adding workspace members | Documentation | Clay University

There are several ways you can share data with clients: 1. Share as a template: You can share your table structure with specific data by: • Using the "Share as template" feature • Selecting a specific row of data to share • Sharing with specific email addresses • Getting a public link for the template 2. Export data as CSV: You can download your table data as a CSV file to share with clients, giving you control over exactly what data to transfer 3. Use Write to Table: If the client has their own Clay account, you can: • Transfer specific columns from your table to theirs • Map data between tables while maintaining alignment and consistency • Reduce manual data entry Sources: Write to table integration overview | Documentation | Clay University Share table as a template Download as a CSV [Clay 101] - Clay University

Yes, you can connect different tables to various CRM systems. We support multiple CRM integrations including HubSpot, Dynamics 365 CRM, and others.For each table-to-CRM connection, you can: 1. Set up auto-update to sync records every 24 hours 2. Create conditional rules to control which records get pushed 3. Map specific fields from your table to your CRMBest practices for managing multiple CRM integrations include: ** Using built-in integrations for better compatibility ** Maintaining data consistency across systems ** Regular maintenance to ensure optimal performance ** Setting up proper security measures Sources: Integrations | Clay.com Salesforce [Clay 101] - Clay University What is CRM Integration? | Clay

Yes, you can connect multiple Salesforce accounts to your Clay workspace and set up automatic data pushes to different Salesforce instances.Here's how it works: 1. You can connect multiple Salesforce accounts through the Connections settings in your workspace. 2. For each table-to-Salesforce connection, you can: • Enable auto-update to sync records every 24 hours • Create conditional rules to control which records get pushed • Map specific fields from your table to your Salesforce instanceJust remember to ensure proper data type matching between your Clay table and Salesforce fields to avoid export errors. Sources: Salesforce Integration Guide Salesforce integration overview | Documentation | Clay University Workspace administration documentation | Documentation | Clay University

The best way to find e-commerce companies in Clay is through our Store Leads integration, which gives you access to one of the world's largest databases of online stores. You can search for e-commerce companies using various filters: 1. Keywords (e.g., "Handmade Soap New York City") 2. Specific e-commerce platforms 3. Technologies used (e.g., "Facebook Pixel") 4. Business categories 5. Features 6. Country locationYou can pull up to 5,000 results per search, and the integration allows you to find and enrich company data by domain, keywords, technology, or e-commerce platform. Sources: Find Companies by Keywords with Store Leads Integrations | Clay.com

Clay's new hire monitoring system works by tracking new hires at target companies within the last three months. Here's how it works: 1. You create a table with LinkedIn profiles of companies you want to monitor 2. You set specific filters to track the types of new hires you're interested in, such as: • Job titles • Experience level • Location • Education • Other profile criteriaTo set it up: 1. Click "Actions" and then "Monitor for new hires" 2. Select your target companies 3. Define your job title filters 4. Run the enrichment to detect new hiresThe system is particularly valuable because key purchasing decisions often happen within the first 90 days of a new hire's role. New hires can also signal positive changes like budget expansion within departments. Sources: New hire signals guide | Clay University Metaprompter, shared workbooks, new hire signals, Outreach integration, and more!

You can monitor up to 1,000 people across 3 different tables (3,000 total people). This feature is currently in beta and there's no additional charge while we gather user feedback. Source: Job change signals guide | Documentation | Clay University