Signals in Clay

Signals are automated tracking systems that notify you of important changes related to your contacts and target companies. They help you identify and act on key business opportunities at the right moment.

Signals in Clay can track these types of events:

• New hires: Keep track of new hires at target companies within the last three months, enabling you to engage during the crucial decision-making window.
• Promotions: Monitor when contacts receive promotions within their current company, allowing you to engage during high-intent decision-making periods.
• Job changes: Track when your contacts move to new companies, helping you leverage existing relationships for new opportunities or prepare for shifts in account engagement.
• News & fundraising: Alert you to significant events at monitored companies, helping you spot timely engagement opportunities.

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Setting up a Signal

To start a signal, you'll need a table with companies or contacts you want to monitor. This table should include professional social URLs for individuals or company identifiers (such as website or professional social URLs).

While in your table:

1. Click Actions, then select one of the Monitor for... options—new hires, job changes, or promotions.
2. Select the table you want to monitor and identify the correct identifiers
3. Configure filters for the Signal.
4. Set the frequency that the signal should run.
5. Optionally, add enrichments to your table to gather additional useful data.
6. Optionally, Add sample results.
   • This lets you preview how the data will appear after any changes actually happen.
7. Click Save and run X rows to finish the Signal.

Edit an existing Signal

1. Click on the column title with the Signal.
   • It’ll have a 📡 icon and usually be called Event.
2. Click Edit column.
3. Modify any settings as needed and click Save changes.

FAQs

Can I set a signal on the first of the month?

Currently, signals can only be adjusted by frequency, not set to run at specific times.

What plans are Signals available on?

Most Signals are available on any paid plan.