Use AI agents to automatically research prospects from LinkedIn, generate personalized sales emails, and log everything in your CRM for systematic follow-up.
Workflow Steps
Clay
Research prospect information
Set up Clay to automatically pull prospect data from LinkedIn including company info, recent posts, and mutual connections. Configure enrichment waterfall to gather comprehensive profile data.
OpenAI GPT-4
Generate personalized sales emails
Create a GPT-4 prompt that takes the Clay research data and generates personalized cold emails. Include specific details about their company, recent achievements, and relevant pain points.
HubSpot
Log contacts and email drafts
Automatically create contact records in HubSpot with the research data and attach the generated email drafts as activities. Set follow-up reminders based on prospect priority.
Zapier
Connect the workflow
Use Zapier to connect Clay → OpenAI → HubSpot. Trigger the workflow when new prospects are added to Clay, ensuring seamless data flow between all tools.
Workflow Flow
Step 1
Clay
Research prospect information
Step 2
OpenAI GPT-4
Generate personalized sales emails
Step 3
HubSpot
Log contacts and email drafts
Step 4
Zapier
Connect the workflow
Why This Works
Combines the best research capabilities of Clay with GPT-4's writing skills and HubSpot's CRM tracking, creating a fully automated prospecting machine that maintains personalization.
Best For
Sales teams who need to research and personalize outreach at scale
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