Finding a Tutorial for Effective Outreach and CRM Integration

Scott T.

Can anyone point me in the direction of a tutorial that covers the following:

Identify industry
Identify people in decision making / transformation roles at those companies
Craft tailored outreach workflow (custom linkedin connection request, then 2 or so follow-on emails)
Then pipe that into a basic CRM?

8 comments

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We don't have a specific tutorial covering all those steps, but we can guide you through our resources that can help with parts of your workflow. For identifying industries and decision-makers, our Clay University offers courses on "Limitless Research" and "Automated Outbound" that could be useful. For crafting tailored outreach workflows and CRM integration, check out our "CRM Enrichment" course. It covers adding contacts to your CRM and streamlining your workflow. You can explore these courses and more at clay.com/university. If you need more specific guidance, please let me know, and I can provide more details on particular aspects of your workflow.
Sources: CRM Enrichment - Clay University Push Data To Your CRM [CRM Enrichment] - Clay University
Scott T.
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Yes, helped answer the first part. Where I'm confused is the piping / integration into some sort of CRM and the <> twoway flow
Scott T.
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Ah, I see the second part
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We offer several options for integrating your outreach workflow with a CRM in a two-way flow: 1. Native integrations: We support direct connections with popular CRMs and outreach tools like Hubspot, Salesforce, Outreach, and Salesloft. 2. Custom integrations: You can use our HTTP API to connect to any tool not natively supported. 3. CRM-to-Clay: Import data from your CRM into Clay for enrichment and list building. 4. Clay-to-CRM: Send enriched data and personalized messages back to your CRM. 5. Sequencing: Add prospects to outreach sequences directly from Clay. This setup allows for a seamless flow of data between your CRM, Clay, and your outreach tools, enabling efficient lead management and personalized communication.
Sources: Outreach integration overview | Documentation | Clay University Personalized Outreach Claybooks: Find overlapping accounts with Crossbeam and automate personalized outreach | Clay.com
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We offer a seamless two-way integration between Clay and various CRMs for efficient data flow and outreach management. Here's how you can set it up: 1. Import data from your CRM into Clay for enrichment and list building. 2. Choose between using existing fields or creating custom fields in your CRM for Clay data. Ensure field types match to avoid errors. 3. Use Clay as a data cleanroom to prevent duplicates and maintain data quality. 4. Export enriched data and personalized messages back to your CRM using our integration tools. This setup allows for efficient lead management and personalized communication while maintaining high-quality CRM hygiene. If you need more specific guidance on setting up the integration, please let me know, and I can provide more details.
Sources: Intro to CRM Data Enrichment [CRM Enrichment] - Clay University Push Data To Your CRM [Clay 101] - Clay University Import from CRM [Clay 101] - Clay University Salesforce integration overview | Documentation | Clay University
Scott T.
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I thought I could also send emails through clay or is that just for generating the text of the emails, then we pipe that off to CRM which sends?
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Clay doesn't send emails directly. We integrate with email sending tools and CRMs for this purpose. Here's how it works: 1. Use our AI integration to draft personalized email content based on your Clay data. 2. Connect these messages to your preferred email sending tool or CRM. 3. Send emails through your chosen platform. We offer native integrations with tools like Smartlead, Instantly, Salesloft, Outreach, and Hubspot. You can also use our HTTP API for custom integrations or send messages to your CRM to use its email automation features. If you need more specific guidance on setting up these integrations, let me know, and I can provide more details.
Sources: Personalized Outreach How do I send emails with Clay? - FAQ | Clay.com
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