How to Mention a Salesperson at a Company in Email | Clay

How to Mention a Salesperson at a Company in Email

Forgot where I saw Eric mention this. How is it possible to mention a (sales)person at a company? Ex: reaching out to a director of sales, director of marketing etc and I want to mention an account exec or SDR in the email

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19 comments

Clay Team
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Good one, Cody! Different ways to approach this. You can either use integration to find 1 contact for each row that would include any of those titles, so: Find Contact -> Add that person's name to your draft or prompt to get them added
Clay Team
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Another option, if you want to reference someone else you already found but they're in a different row: Here's how to surface one lead per company but with the lookup, you can pull the value/name from the other person from that same or different table- https://www.loom.com/share/4152acbce75e4209a8db5d767050cf49?sid=e66ca291-36d6-44ed-96c3-49c160502768
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Cody C.
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https://clayrunhq.slack.com/archives/C025KSBLPGX/p1704926241814769?thread_ts=1704925762.471399&cid=C025KSBLPGX i'd need to do this one (your first option)
Cody C.
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seems confusing, is there a video/resource on it?
Arturo O.
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I can make one for you, I've only seen Eric have that in one video. I think(?) lol
Clay Team
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Similar to this one but instead you just find someone else at the company and mention their name https://www.youtube.com/watch?v=ptYslj5DYsw
Cody C.
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Gotcha
Cody C.
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Arturo O. So i'd either need to
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use same strategy in that video, but get claygent to scrape someone else at company from the website
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or give them linkedin company name and use claygent to scrape a specific job title ?
Neither are fully formed ideas but will start testing rn ^
Clay Team
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The workflow I recall to get another person at the company was just using the LinkedIn Enrichment called "Find Contacts at Company", but Claygent may also do the trick
Cody C.
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Dude wtf
Cody C.
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I got it hahaha
Cody C.
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cracked
Arturo O.
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Nice!! hahah
Arturo O.
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by the way, just saw Eric share his actual video mentioning contacts in another thread today... the timing 😆 https://www.youtube.com/watch?v=KR9MMEycuIk&t=5s
Arturo O.
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haha, I don't think we're there yet but can ask if some setup between smartlead and Clay can run a call like that
Arturo O.
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Not a way to automate it but you can use Smartleads Lookup Lead Status in Campaign. You may need to run it manually after a few days but depending on what that returns you can use it to run the next enrichment step if it meets it
Arturo O.
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I haven't tried this yet, so not certain it's a workaround but it may be
Cody C.
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Gotcha
Cody C.
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Sick idea tbf
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