Trigger the workflow when there is a reply via Instantly.

Centralize reply data before any processing.

• Create a webhook inside Clay.
• Connect the Instantly reply event to the webhook
• Send raw reply data into a Clay table:
  • Email address
  • LinkedIn profile URL
  • Job title
  • Full reply text
  • Campaign metadata

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Prepare data for enrichment and CRM sync.

Standardize:

• Email format
• LinkedIn profile URL
• Job title
• Reply text

This prevents enrichment errors and duplicate CRM records.

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Determine the status of each reply.

• Use Claygent to analyze the reply text.
• Classify replies as:
  • Interested
  • Neutral
  • Not interested
  • Out of office or auto-reply

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Fill in missing context for follow-up. Using Clay, enrich for:

• Phone number via BetterContact
• Company funding details
• LinkedIn profile data

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• Look up for contact in HubSpot using email
• If contact exists:
  • Update missing or outdated fields
  • Append enriched data
• If contact does not exist:
  • Create a new contact
  • Add enriched fields
  • Set lead status to Interested

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Send alerts to a dedicated Slack channel

• Include:
  • Reply text
  • Enriched contact details
  • Phone number

Use these notifications to:

• Alert reps to secure meetings and pre-qualify leads
• Spot patterns in buyer responses

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