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Clay in ChatGPT

Learn how to use Clay's enrichment and research tools directly inside ChatGPT to find contacts, research accounts, and craft personalized outreach, all in a single conversation.

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What is Clay in ChatGPT?
1
What is Clay in ChatGPT?
Setting up Clay in ChatGPT
2
Setting up Clay in ChatGPT
Best practices for Clay in ChatGPT
3
Best practices for Clay in ChatGPT
Finding & Enriching Contacts in ChatGPT
4
Finding & Enriching Contacts in ChatGPT
Company Research in ChatGPT
5
Company Research in ChatGPT
Outreach in ChatGPT
6
Outreach in ChatGPT
An SDR Workflow in ChatGPT
7
An SDR Workflow in ChatGPT
An Account Planning Workflow in ChatGPT
8
An Account Planning Workflow in ChatGPT
Creating Your Own Use Cases in ChatGPT with AI
9
Creating Your Own Use Cases in ChatGPT with AI
Troubleshooting Clay in ChatGPT
10
Troubleshooting Clay in ChatGPT

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What is Clay in ChatGPT?
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What is Clay in ChatGPT?

This course explores what Clay in ChatGPT is, who it's designed for, and the core capabilities that let you find people, enrich data, and draft personalized outreach within a single conversation.

🔧 The Current Prospecting Challenge

Clay was built to solve the prospecting problem by consolidating 170+ data providers into one platform. But historically, Clay wasn't positioned for SDRs and AEs—it's a workflow tool that takes time to learn and makes it easy to burn through credits quickly.

This ChatGPT integration is the first iteration of "rep tools" that lets sellers access Clay's power without building full tables and systems.

Instead of opening LinkedIn for contacts, ZoomInfo for emails, Crunchbase for funding data, a company website for tech stack info, your CRM to log everything, and Gmail to draft an email, Clay in ChatGPT collapses all of that into a single conversation.

Type:

"Find the marketing leaders at Notion and tell me about the last podcast they've been on"

...and get contact information, company data, and research insights without leaving ChatGPT.

🤖 What is Clay in ChatGPT?

Clay's data enrichment and research capabilities built directly into ChatGPT as a custom GPT: a research assistant that accesses Clay's database of over 100 data providers and billions of contact records.

It understands context and connects dots across multiple data points. When you ask it to find marketing leaders at a company, it returns names, titles, recent content, career progression, mutual connections, and drafts personalized outreach based on specific insights.

💪 Core Capabilities

People Finding

Search for contacts by company, role, location, or specific criteria like "find CTOs at Series B SaaS companies in Austin who previously worked at enterprise software companies."

Data Enrichment

For contacts: email addresses, phone numbers, LinkedIn profiles, social media handles

For companies: revenue data, funding information, tech stack details, website traffic, headcount growth trends, job openings

Research Through Claygent

Research questions like:

"What marketing challenges is this company likely facing based on their recent hiring and product launches?" or "Find recent news about this prospect's initiatives."

Personalized Message Drafting

Craft tailored outreach messages that reference specific, relevant details about the prospect or their company.

👥 Who Is This Built For?

Sales reps at SMBs and early-stage startups who need to move fast without heavy CRM processes or RevOps oversight. If you can research prospects and send outreach without multiple approval layers, this tool dramatically speeds up your workflow.

Also valuable for:

  • Recruiters identifying candidates
  • VCs researching portfolio companies or investment targets
  • Journalists looking for sources and story angles
  • Marketers building targeted campaigns

You need autonomy in your prospecting process. If every contact requires RevOps approval and Salesforce logging, Clay in ChatGPT might not fit your workflow yet (though it's still useful for research).

⚡ What Makes This Different?

Most sales tools require rigid workflows: search in one interface, export to another, enrich in a third system, then draft messages in a fourth platform.

Clay in ChatGPT is conversational. Refine your search, ask follow-up questions, request additional research, and iterate on messaging in natural language within the same chat thread.

It's contextually aware. Instead of returning raw data, it synthesizes information and provides insights - noticing when a prospect changed jobs, their company announced a product launch, or they've been discussing specific challenges on LinkedIn.

🚀 What's Coming Next

We're actively building new features:

  • Enhanced Data: Phone number enrichment and first-party data connections
  • Team Collaboration: Role-based access controls and unified organization signup
  • System Integration: Direct CRM integration to automatically sync research and contacts

The vision is making Clay in ChatGPT your central hub for all prospect research and outreach preparation.

Next, we'll walk through exactly how to set up Clay in ChatGPT.

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Clay in ChatGPT

Setting up Clay in ChatGPT

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