Templates and Claybooks overview

Understand Clay use cases with Templates and Claybooks.

Overview

Whether you’re exploring Clay for the first time or looking to streamline your workflows, Claybooks and Templates are the perfect starting points to help you set up workflows for making the most out of Clay.

Claybooks

Claybooks showcase what’s possible with Clay through interactive, step-by-step guides. Each Claybook highlights a specific use case, such as automating QA for support tickets, enabling you to quickly recreate workflows and achieve your goals.

Explore all available Claybooks at clay.com/claybooks.

Templates

Templates are ready-to-use starting points that help you implement common workflows in Clay. Simply copy a template, input your data, and run the table instantly. Explore all available templates at clay.com/templates.

Explore other docs

Web scraping

Sumble integration

Validate whether a company uses specific technologies.

Export

Microsoft Teams integration

Send messages to Microsoft Teams channels directly from Clay.

Enrich

EmailBison integration

Import leads into campaigns directly from Clay, ensuring accurate and efficient campaign execution.

Keyboard shortcuts

Work faster in Clay with keyboard shortcuts.

Export

Salesforce SOQL

The Salesforce SOQL source enables you to import records from Salesforce by writing custom queries.

Transform

Share workbooks and tables as templates

Share your Clay workbooks and tables.

Enrich

Zerobounce integration overview

Email validation and deliverability tools boost inbox placement and marketing ROI.

Other popular resources

Experts

Find a Clay Expert

Explore our network of Clay experts and agencies

Community

Join our slack community

Find help in our slack community, and support channels

Cohorts

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The faster way to master Clay. Sign in if you're enrolled in a cohort (current or past) or apply to an upcoming one!