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Your No-code and AI Automation PartnerAutomate Contact Management with Clay
Enhance your CRM workflow by automating key activities with Clay. Automatically update contact details, set reminders based on interactions, and synchronize information across platforms to optimize relationship management.
When a Contact Created
1. Trigger on New Contact
Start automation when a new contact is added.
Perform a Sync
2. Sync Contacts to Spreadsheet
Automatically sync new contacts to a Google Sheet.
Send an Email
3. Automate Welcome Emails
Send a welcome email to new contacts.
Update a Profile
4. Keep LinkedIn Updated
Ensure LinkedIn profiles are current with new contacts.
When a Reminder Set
5. Trigger on Reminder
Notify user to follow up on important dates.
- Repeat -
Automation Benefits
Benefits of Automating Clay
By automating Clay CRM, companies can optimize their workflow, reduce errors, and better manage contact relationships.
Efficient Contact Management
Speed up the contact management process by syncing and updating data automatically.
Enhanced Communication
Automate email communications to maintain consistent contact with your network.
Timely Follow-Ups
Set automatic reminders for client follow-ups to never miss a crucial engagement.
Improved Data Integrity
Reduce manual errors with automated data enrichment and updates across platforms.
Seamless Data Integration
Integrate and synchronize contact data easily with other tools and platforms.
Scalability of Operations
As your network grows, manage exponentially more contacts without increasing workload.
Features
Highlighted Clay Automation Features
Discover powerful features of Clay automation to streamline and enhance your contact management processes.
- 1Automated Contact Sync
Automatically synchronize new contacts with external platforms to ensure data consistency.
- 2Smart Follow-up Triggers
Set automatic follow-up reminders to strengthen client relationships and capture timely engagements.
- 3Enriched Contact Profiles
Enhance contact profiles with enriched data from various sources, ensuring high-quality insights.
Outcomes
Business Outcomes from Clay Automation
Unlock powerful results and elevate your business operations by automating Clay CRM tasks.
80%
Increased Contact Engagement
2X
Time Saved on Manual Entries
95%
Improved Data Accuracy
FAQ
Clay Automation FAQs
Find answers to common questions regarding the automation of Clay for contact management.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.