Clay Workflows for B2B Lead Enrichment: 5 Real Examples
Most enrichment tools give you a database. Clay gives you a programmable research assistant. Here are 5 workflows you can copy right now to stop manually hunting for emails, company data, and buying signals.
Why Clay beats traditional enrichment
Traditional tools: Query one database, get whatever they have (often incomplete or outdated).
Clay: Query 50+ sources in sequence (waterfall enrichment), use AI to research what databases miss, apply conditional logic, and output only qualified leads with complete data.
What Makes Clay Workflows Powerful
Waterfall Enrichment
Query Apollo, then ZoomInfo, then Lusha, then scrape LinkedIn—all automatically. Stop at the first verified result. Get 60-80% enrichment rates instead of 30-40%.
AI-Powered Research
Clay's AI agent can visit websites, read job postings, analyze tech stacks, and answer custom questions like "Does this company use Salesforce?" or "What industry do they serve?"
Conditional Logic
Only find emails for companies with 50-200 employees. Only scrape LinkedIn if job title = VP of Sales. Only score leads if website mentions "outbound." Skip enrichment steps you don't need.
CRM Integration
Push enriched data directly into HubSpot, Salesforce, or Pipedrive. Update existing records. Score leads before they hit your AE's inbox. Zero manual CSV uploads.
LinkedIn → Email Enrichment
Building cold email lists from LinkedIn profiles
Input:
LinkedIn profile URL (from Sales Navigator export or manual scraping)
Steps:
- 1) Extract profile data (name, title, company) using Clay's LinkedIn scraper
- 2) Find email via waterfall: Apollo → Hunter.io → Snov.io
- 3) Verify deliverability with ZeroBounce or NeverBounce
- 4) Filter out generic emails (info@, contact@, hello@)
Output:
Verified email + job title + company + LinkedIn URL (ready for cold email sequence)
Use Case:
You scraped 500 Sales VPs from LinkedIn. Clay enriches 320 with verified emails in 10 minutes. Export to Instantly or Reply.io and launch your sequence same day.
Company Research + Qualification
Targeted ABM with AI-powered ICP scoring
Input:
Company domain (from a purchased list, Crunchbase export, or Apollo search)
Steps:
- 1) Scrape company website to extract value proposition and customer types
- 2) Identify tech stack (Clearbit, BuiltWith, Wappalyzer integrations)
- 3) Score ICP fit with AI prompt: "Does this company match: B2B SaaS, 20-200 employees, uses HubSpot?"
- 4) Find decision makers (CEO, VP Sales, Head of Growth) via LinkedIn or Apollo
Output:
Qualified company record + ICP score (0-100) + 2-3 decision maker contacts
Use Case:
You have 1,000 companies but only 200 match your ICP. Clay qualifies them in 30 minutes, finds 3 contacts per qualified company, and outputs 600 leads—all ICP-fit and ready for outreach.
Multi-Source Data Aggregation
Maximizing data quality by merging multiple providers
Input:
Contact name + company name (from event attendee list, webinar signups, or referrals)
Steps:
- 1) Query Apollo for basic contact data (email, title, phone)
- 2) Query ZoomInfo for org chart position and reporting structure
- 3) Query Lusha for mobile number and direct dial
- 4) Merge results: pick most recent title, verified email, and best phone number
Output:
Single enriched contact record with the most complete + accurate data from all sources
Use Case:
Your webinar had 50 registrants but only names and company. Clay enriches each one across 3 databases, returning 45 complete records with verified emails and phone numbers in 5 minutes.
Intent Signal Triggers
Timing-based outreach using buying signals
Input:
Target company list (your ICP or existing prospects)
Steps:
- 1) Monitor hiring posts on LinkedIn (Sales roles, SDR openings = growth signal)
- 2) Track funding news via Crunchbase API or news scraping
- 3) Identify recent tool adoption (G2 reviews, case studies, tech stack changes)
- 4) Flag hot leads and push to priority sequence with tailored messaging
Output:
Prioritized lead list with buying signals + trigger event notes for personalized outreach
Use Case:
You track 500 target accounts. Clay monitors them weekly and flags 23 companies that just posted SDR job openings. You reach out within 48 hours with: "Saw you're hiring SDRs—we help teams like yours ramp faster."
CRM Integration Pipeline
Database cleanup and continuous enrichment
Input:
CRM export (HubSpot, Pipedrive, Salesforce) with incomplete or outdated records
Steps:
- 1) Import contacts into Clay with existing data (name, company, email)
- 2) Enrich missing fields: phone numbers, LinkedIn URLs, company size, industry
- 3) Update outdated job titles by checking LinkedIn profiles
- 4) Score leads based on ICP fit (company size, tech stack, job title)
- 5) Sync enriched data back to CRM via native integration or webhook
Output:
Clean, complete CRM records with ICP scores and up-to-date contact information
Use Case:
Your HubSpot has 5,000 contacts but 60% are missing phone numbers and 40% have outdated titles. Clay enriches 4,200 records in one afternoon. Your AEs now have complete data without manual lookups.
Getting Started with Clay
1) Sign up for Clay
Free plan includes 100 credits to test workflows. Pro plan ($149/mo) unlocks unlimited tables and 2,000 credits/month. You will burn credits on data lookups, not storage.
Try Clay Free2) Start with one workflow
Do not build five workflows on day one. Pick Workflow 1 (LinkedIn → Email) if you need cold email lists, or Workflow 2 (Company Qualification) if you are running ABM. Master one, then add complexity.
3) Connect your data providers
Clay integrations: Apollo, ZoomInfo, Lusha, Hunter.io, Clearbit, LinkedIn, and 50+ others. Most require API keys (free or paid plans). Set these up before building workflows.
4) Test on 50 records first
Do not blow your credits on 10,000 leads before you verify the workflow works. Run 50, check output quality, adjust logic, then scale to thousands.
Learn More About Clay
Ready to automate your enrichment?
Start with Clay's free plan and test one workflow this week. Or book a consultation and we will build your first workflow together.
Written by David Varan, founder of Sales House. These workflows are based on real implementations for B2B sales teams. Clay affiliate link included—supports this site at no extra cost to you.