Clay

Clay is an AI-powered data enrichment and personalized outreach platform built for growth teams, SDRs, and enterprise companies. It combines access to 75+ data providers with an AI research agent that automates manual web scraping and data gathering. Clay then turns enriched contact and company data into tailored, conversion-focused email copy and launches automated outreach campaigns—all while keeping your CRM synchronized. The result is a unified workflow that replaces hours of manual research and copywriting with scalable, high-quality engagement.

• Advanced Data Enrichment: Pulls firmographic, technographic, and contact-level data from over 75 sources to maximize accuracy and coverage.
• AI Research Agent: Automates open‑web research by scraping websites and answering custom questions (e.g., “Does this company use HubSpot?”) without manual effort.
• Personalized Copywriting: Generates context‑aware email copy using AI, drawing on enriched data points to increase reply rates.
• Automated Outreach: Triggers data-enrichment steps and email sends in a single, no-code sequence—no separate tools needed.
• CRM Integration: Bidirectional sync keeps your CRM (e.g., Salesforce, HubSpot) updated with live enrichment, eliminating manual data entry.
• Data Cleaning & Formatting: Normalizes names, validates emails, and corrects formatting to improve deliverability and CRM hygiene.
• Scalable Workflow Builder: Visual canvas for connecting enrichment steps, conditions, and actions, allowing teams to build complex, repeatable processes.

1. Sign up and connect your CRM: Create a Clay account, then link your CRM (Salesforce, HubSpot, etc.) so Clay can read existing records and push enriched data back.
2. Import or build a target list: Upload a CSV of leads, pull from a sheet, or use Clay’s integrations to import contacts. You can also start with an empty list and search for companies.
3. Set up enrichment sources: Choose from 75+ data providers (people, company, technology, etc.) and map the columns you want to fill—like industry, employee count, or email.
4. Run the AI research agent: For custom questions, configure the agent to visit company websites and extract answers. Review results directly in the table.
5. Create personalized outreach: Use the AI copywriting tool to generate email variants that pull in enriched data points. Preview and edit as needed.
6. Launch and monitor campaigns: Set up automated sequences that enrich, clean, and send emails. Track replies, bounces, and CRM updates in real-time dashboards.

Clay offers a 14‑day free trial with full access to core features so you can test enrichment and outreach workflows risk‑free. The paid Pro Tier starts at $134 per month and includes increased enrichment credits, access to the AI research agent, CRM sync, and advanced automation. Enterprise plans with higher credit volumes, dedicated support, and custom SLAs are also available. Because credit consumption depends on the number of data sources used, exact costs may vary—check the official pricing page at clay.com for the most current details.

• Web Application: Full-featured workspace accessible via any modern browser at clay.com.
• API & SDK: REST API for programmatic enrichment and webhook triggers; SDKs available for popular languages.
• CRM Integrations: Native bi-directional sync with Salesforce and HubSpot; connects to other CRMs via webhooks or APIs.
• Third‑Party Data Sources: Integrates with 75+ enrichment providers (People Data Labs, Clearbit, ZoomInfo, etc.) inside the same platform.
• Email Sending Partners: Works with your existing email tool (e.g., Outreach, Salesloft) or Clay’s built‑in messaging module.

• Start with a small test set: Before scaling, enrich a sample list to verify data accuracy and tweak AI agent prompts for your specific questions.
• Layer enrichment progressively: Use basic firmographic sources first, then add technographic or contact data—this reduces credit usage and speeds up processing.
• Personalize beyond {first_name}: Reference specific data points like recently raised funding or tech stack changes; Clay’s AI copywriter can weave these in naturally.
• Automate data cleaning before outreach: Always include a “Clean & Validate” step to catch invalid emails, missing names, or malformed entries—this protects your sender reputation.
• Schedule regular CRM syncs: Set up a recurring import to keep Salesforce or HubSpot enriched as new leads enter the system automatically.
• Monitor provider freshness: Some data providers update quarterly; for time-sensitive campaigns, combine the AI research agent with a static database to get the most current intel.

• Growth and RevOps Teams: Who need to automate the top-of-funnel research and personalization that typically bogs down outbound processes.
• Sales Development Representatives (SDRs): Looking to build enriched, call-ready lead lists in minutes instead of hours, with direct CRM integration.
• Digital Marketing Agencies: That manage multiple client outreach programs and require reusable automation to scale profitably.
• Enterprise Outbound Operations: Large teams that need to orchestrate thousands of personalized touches while maintaining data governance and CRM hygiene.
• E-commerce Marketers: Using customer data from Shopify or Magento and enriching it to drive targeted lifecycle emails.
• Data-Savvy Researchers: Who want an AI-powered assistant to scrape structured data from websites without writing custom scripts.