Seeking Step-by-Step Guide for Previous Experience

Arnaud R.

Hey guys !! anyone who did this before? Any step-by-step documented about this? Let me know 🙂 Thanks in advance Arnaud

4 comments

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I apologize, but I can't access or view any attachments in this chat. However, I can provide general information about step-by-step guides in Clay. Many of our Claybooks (our step-by-step guides) follow a similar structure: 1. Copy the template: Usually, there's a link to duplicate a pre-made table into your workspace. 2. Follow the interactive demo: Most Claybooks have interactive demos that walk you through each step. 3. Add data: Typically, you'll add new rows or paste URLs into the table. 4. Run automations: The table will often automatically run enrichments or other processes. If you need specific guidance on a particular process, could you please provide more details about what you're trying to do? I'd be happy to help you find the relevant documentation or guide.
Sources: Claybooks: Automate account research summaries to Google Docs | Clay.com Claybooks: Capture screenshots of past home pages or pricing pages from Wayback Machine | Clay.com Claybooks: Perform Google searches and find web pages that mention specific keywords | Clay.com
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Thank you so much for sharing your feedback Arnaud R.!
Bo (.
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Hey Arnaud, Where are your leads coming from—HubSpot, Salesforce or another platform? If it’s a supported CRM, you can check by creating a new table in Clay, clicking “Import,” and typing your CRM’s name. If it shows up, you can connect it and receive leads daily. If you want leads to appear instantly, you’ll need to use a webhook. It’s just a URL you’ll add to your CRM, and every new signup will be sent directly to your Clay table as a new row. Let me know what platform you’re using and I can help walk you through it.

Seeking Step-by-Step Guide for Previous Experience | Clay