Clay Guides | How-to playbooks for GTM teams | Clay
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What data enrichment is and how it works
How enrichment fills the gaps in your CRM data, explained
Complete guide
How to automate outbound sales
Turn buying signals into personalized sequences that run themselves
How-to
How to automate inbound lead qualification
Enrich, score, and route inbound leads in minutes
How-to
The complete guide to B2B prospecting
What modern prospecting is, and the system behind doing it well
Complete guide
How to build a TAM in Clay
Turn a market into a scored, rep-ready account list
How-to
CRM enrichment
Keep every record complete, accurate, and current, on its own.
The complete guide to waterfall enrichment
Why chaining providers beats betting on any single one.
Complete guide
How to enrich Salesforce records
Fill the gaps, verify, and write clean data back automatically
How-to
The complete guide to CRM enrichment
Keep your CRM complete, accurate, and current, on its own.
Complete guide
What B2B data is and how to choose a provider
Pick a data provider on accuracy and coverage, not vibes
Complete guide
How to keep CRM data fresh automatically
A maintenance loop that catches decay before your reps do.
How-to
How to verify email addresses at scale
Catch dead addresses before they wreck your sender reputation
How-to
How to clean an email list and cut bounces
Stop bad addresses from wrecking your sender reputation
Complete guide
How to find and remove duplicate contacts
Catch the duplicates that don't look identical, and merge safely
How-to
How to clean and standardize CRM data
Make the data you already have consistent and trustworthy
How-to
The complete guide to email deliverability
Why your mail lands in the inbox, or doesn't
Complete guide
How to mass-update Salesforce records
Update thousands of records at once without duplicates or overwrites
How-to
How to enrich HubSpot records
Fill the gaps, verify, and write clean data back to HubSpot automatically
How-to
How to sync Salesforce data with Clay
A two-way sync that keeps Salesforce enriched and current, both directions
How-to
How to dedupe and merge duplicate Salesforce accounts
Find the duplicates hiding behind formatting, merge safely, and stop new ones
How-to
How to verify email addresses in Salesforce
Catch dead addresses in your CRM before they bounce
How-to
How to sync HubSpot data with Clay
A two-way sync that keeps HubSpot enriched and current, both directions
How-to
How to mass-update HubSpot records
Update thousands of records at once without duplicates or overwrites
How-to
What is email verification and how does it work?
Catch dead addresses before they wreck your sender reputation
Complete guide
Automated outbound
Reach the right accounts with something worth replying to.
The complete guide to outbound sales
The modern, signal-led system that replaced spray-and-pray
Complete guide
How to identify and act on buying signals
Wire every signal to a play that fires on its own
How-to
The complete guide to intent data
The signals that tell you who is in-market right now
Complete guide
How to automate email outreach
Let the sequencer send; let Clay decide who and what
How-to
The complete guide to AI SDRs
Automate the research, keep a human on the send.
Complete guide
The complete guide to GTM engineering
Build the system that runs go-to-market, then scale it.
Complete guide
The repeatable loop that makes a small team run like a big one.
How-to
How to find recently funded companies
Turn fresh funding rounds into a ready-to-send outbound list
How-to
Account research
Turn a company name into a full picture of who they are and what they run.
What firmographic data is and how to use it
The data that decides ICP fit, and why it's the least accurate
Complete guide
What technographic data is and how to use it
What a company's tools reveal about fit and timing
Complete guide
How to choose a data enrichment provider
Why the right answer is rarely a single vendor.
Complete guide
How to use Claygent for AI prospect research
Answer the custom questions no database has a field for
How-to
How to scrape any website, no code
Pull data off any page and into a table you can use
Complete guide
How to scrape a website into a spreadsheet
Get clean, structured rows into Sheets or Excel, not a tangled copy-paste
How-to
How to scrape business data from professional profiles
Turn a profile URL into structured, rep-ready fields at scale
How-to
How to extract data from paginated directories
Get clean rows out of multi-page directories that fight back
How-to
What is web scraping and how it works
Turn public web pages into structured GTM data
Complete guide
What is website visitor identification?
Turn anonymous site traffic into companies you can act on
Complete guide
What sales intelligence is and how it works
The data layer that tells reps who to sell and when
Complete guide
Rep prospecting
Find the right people and the contact details to reach them.
The complete guide to ICP
Define who actually buys, on signals not just size and title
Complete guide
How to generate B2B leads
Build targeted lists that convert, instead of buying generic ones
Complete guide
How to find work emails at scale
Find verified work emails, not guesses
How-to
How to find decision-makers from a company URL
Go from a domain to the right 3-5 people, with emails that deliver.
How-to
How to find a work phone or direct dial
Get accurate direct dials and mobiles, not switchboards
How-to
How to find a person from an email
Turn an email address into a full, verified record
How-to
How to find an email from a phone number
Turn a stray number into a verified, sendable work email
How-to
How to use Clay in ChatGPT (MCP)
Find, enrich, research, and write outreach right inside ChatGPT
How-to
What is Clay MCP (and Clay in Claude)?
Clay's data and workflows, inside the AI tools your reps already use
Complete guide
What sales prospecting is and how it works
Find, research, and reach the right buyers first
Complete guide
Automated inbound
Score, qualify, and enrich inbound leads the moment they arrive.
The complete guide to AI lead enrichment
Answer the fit questions no data provider sells.
Complete guide
The complete guide to lead scoring
Score on fit times intent, and prove it against who closed
Complete guide
The complete guide to lead qualification
Draw the MQL/SQL line with data, then route in seconds
Complete guide
How to build a lead scoring model
Score on fit times intent, then check it against who closed
How-to
How to set up lead scoring in HubSpot
Score on fit and intent, not clicks, then route the hot ones
How-to
How to set up lead routing in your CRM
Get every lead to the right rep in minutes, not the next morning
How-to
How to set up lead scoring in Salesforce
Score on fit and intent, not activity, then route the hot ones
How-to
The complete guide to AI lead generation
Source, research, and score net-new leads at scale
Complete guide
TAM sourcing
Size the market and build the lists that cover it.
The complete guide to TAM
TAM, SAM, and SOM, and how to turn a number into a live account list
Complete guide
How to build a TAM in Clay
Turn a market into a scored, rep-ready account list
How-to
How to build a targeted prospect list
Start from a precise ICP, not a raw export
How-to
How to build a prospect list by tech stack
Target accounts by the tools they already run
How-to
How to scrape Google Maps for local leads
Build a local lead list traditional databases never cover
How-to
What lead generation actually is, end to end
How leads get captured, qualified, and routed to reps
Complete guide
Marketing
Measure and grow brand demand, from AI search visibility to account-based plays.
The complete guide to AI visibility dashboards
See whether AI search names your brand or skips you.
Complete guide
How to build an AI visibility dashboard
Track whether ChatGPT and Perplexity mention your brand.
How-to
The complete guide to ABM
Pick the right accounts, map the committee, run the play.
Complete guide
Behind the scenes of Clay's marketing and growth
How a marketing and a growth team took Clay from $0 to $100M ARR
Complete guide