Clay implementation for SaaS sales teams
We build Clay tables that source target accounts, enrich contacts across multiple data providers, score ICP fit and buying signals, and push results to your CRM and sequences.
What we build in Clay
We set up the tables your team works from, each one moving accounts from a raw list to a scored record in your CRM.
- 01
Account sourcing
Target account lists built from filters such as industry, headcount, location and technology
- 02
Waterfall enrichment
Each field runs across several providers in order until one returns a usable value
- 03
ICP scoring
Accounts scored against your ICP definition, so reps work the best-fit list first
- 04
Buying signal detection
Events such as hiring, funding or a technology change attached to the accounts that match them
- 05
AI research columns
AI columns that research accounts and contacts, with a human review step before anything is sent
- 06
CRM and sequence sync
Enriched, scored accounts and contacts pushed to your CRM and your sequences
How Clay fits your stack
Clay handles sourcing and enrichment, the CRM stores the record, and n8n handles the custom logic between systems.
- 01
Clay
Sources accounts, enriches contacts across providers, and scores fit and signals
- 02
CRM
Holds the account, contact and opportunity records your team works from
- 03
n8n
Runs the custom logic between systems: routing, alerts, updates and error handling
Clay vs Apollo
They solve different problems, and many teams use both.
| Tool | What it does | Where it fits |
|---|---|---|
| Clay | Orchestrates data from many providers inside flexible tables, with waterfall enrichment and custom scoring | Fits when you need multiple data sources, custom ICP and signal scoring, and control over how the data is assembled |
| Apollo | Combines a contact database with sales engagement in one tool | Fits when you want one place to find contacts and run outreach |
Where both are in place, Clay assembles and scores the data and Apollo runs outreach from it.
Clay implementation FAQ
These are the questions we answer most often before a Clay build starts.
Do we need both Clay and Apollo?
Not always. Apollo alone covers many early-stage teams. Clay adds value when you need multiple data sources or custom scoring.
Can Clay write to HubSpot and Salesforce?
Yes, through native integrations.
Can you take over our existing Clay tables?
Yes. We audit them before changing anything.
Start with a GTM Audit.
We review your current Clay tables and CRM data, then agree what to build next.