How to Use Clay to Find a Colleague's Name for Cold Emails | Clay

How to Use Clay to Find a Colleague's Name for Cold Emails

Hi, Im creating a cold email where my first line is" Hi {{firstName}}, I wasn't sure if I should email this to you or {{colleagueName}}" I need help with using Clay to find the colleague name of the person im reaching out to. I have their linkedin, website, etc. Whats the best way to do this ?

4 comments

Channeled
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You can use Clay's enrichment features to find information about your contact's colleagues. Here's how: 1. Start with the "Enrich Person from Profile" feature using your contact's LinkedIn URL. This will retrieve comprehensive details about the individual and their professional network. 2. You can also use integrations like: • Prospeo to enrich person data from the LinkedIn URL • Nimbler using the LinkedIn URL or Company Name and Full Name to get additional contact dataThese enrichment tools will help you discover information about the person's colleagues and organizational structure, which you can use for your cold email personalization. Sources: Nimbler integration overview | Clay University Prospeo integration overview | Clay University
Channeled
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Bo (.
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Great question! Here's how you can use Clay to find the colleague's name for your email: Option 1: Use the "Find Contacts at Company" Enrichment 1. Open the Enrichment Panel: Click the "Add Enrichment" button in the top-right corner of your Clay page. 2. Search for the "Find Contacts at Company" Enrichment: This tool is designed to pull contacts from a company. 3. Save the Results: Save the enrichment data into your current table. 4. Run the Enrichment: Once it's processed, you can reference the colleague's first name from the results within the Draft Email or as a Formula Option 2: Use Websites to Identify Colleagues 1. Use the websites (e.g., LinkedIn or the company's website) to gather a list of people at the company. Save this information into a new table in Clay. 2. Run a Lookup to Avoid Duplicates: Compare this new table against your existing one to exclude contacts you already have. 3. Filter the Remaining Entries: Use filters to refine your list of potential colleagues. 4. Run a Lookup in Your Main Table: Reference this refined "people table" from your main table, and extract the colleague's first name for your email. Both methods should help you quickly identify relevant colleagues to personalize your outreach. Let us know if you need further clarification or additional steps! 🚀
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