Most teams buy data tools then stay stuck in silos. Clay breaks that by powering sales, marketing, CS, RevOps, and product with smart, connected workflows.
May 6, 2025
Louis Young

5 Clay Workflows That Supercharge Every B2B Department
Last year, we spent £3,109 on Clay.com
Not because it was trendy.
Because it became the engine behind every go-to-market motion.
Most teams buy tools and stay stuck in silos.
Clay flips that on its head.
It connects data, logic, and action across your whole GTM team. Whether you're in sales, marketing, RevOps, customer success, or growth — Clay can power your workflows.
Here are five real Clay use cases by department that are running today.
1. Sales – Enriched, Routed, Ready
What it does:
Tools like Trigify, RB2B, or Vector send in-market intent signals into Clay
Clay enriches the account and contact with live company data
Emails and phones are pulled in automatically using Findymail
Contacts are pushed directly into your CRM
SDRs receive qualified leads, not cold lists
Why it matters:
Your reps should be closing, not doing research.
This workflow puts ready-to-work leads into their hands every day.
2. Marketing – Intent Turns Into Audiences
What it does:
Clay tracks ad clicks, website visitors, outbound responders
Contact data is enriched and verified
Leads are sorted into warm segments
These are sent to Meta, LinkedIn, and Google as custom audiences
You're only retargeting people who already showed interest
Why it matters:
Ad budgets stretch further when you're not wasting impressions.
You turn interest into revenue, not just traffic.
3. Customer Success – Expansion Becomes a System
What it does:
Clay monitors your customer list for job changes, funding rounds, and hiring spikes
It tracks when they add new tools or move into new markets
Opportunities are flagged instantly
Example: “Flowly raised $10M and hired 10 data analysts → Time for enterprise?”
Why it matters:
Land and expand isn’t about luck.
You grow accounts by spotting signals before your competitors do.
4. RevOps – Lead Routing That Works
What it does:
Every demo request or inbound form goes through Clay
It scores and enriches the lead in real time
Based on rules you set, leads are auto-assigned to the right rep
Maggie gets the enterprise account
Harry gets the self-serve startup trial
Why it matters:
No more bottlenecks, no more spreadsheets.
Just faster handoffs, happier reps, and more revenue.
5. Product & Growth – Competitor Intel Without the Busywork
What it does:
Clay monitors your competitors for product launches, new hires, or funding
It pulls public data and sends updates to GPT for summarizing
You receive a weekly digest of competitor movements
It’s like having a growth analyst on autopilot
Why it matters:
Your product team can react faster, plan smarter, and stay one step ahead.
No need to chase updates across 12 blogs and 3 databases.
Final Thoughts
Most tools sit in one department.
Clay powers all of them.
When your GTM engine runs on live data and cross-team workflows, everything accelerates.
Sales closes faster
Marketing targets better
CS grows accounts
RevOps removes friction
Product reacts quicker
Ready to Build a Smarter Go-to-Market System?
If you're serious about scaling outbound, improving pipeline quality, or building a GTM strategy that actually converts… we can help. Our team works with high-growth B2B companies to design and execute custom systems based on your ICP, signals, and sales motion.
Book a meeting with us today and get a free consultation on your outbound or GTM execution plan.
No fluff. No generic playbooks. Just smart strategy that gets results.