Connect the website demo form to Clay.

• Add a webhook to the website “Book Demo” form.
• Route form submissions to Clay.
• Ensure the webhook receives:
  • Full name
  • Work email
  • Company name
  • Domain
  • How they found us

Verify the webhook:

• Submit a test form
• Confirm a new row appears in Clay

Complete the contact and company profile.

Use Clay enrichment to populate:

• Company domain
• Company LinkedIn page
• Contact LinkedIn URL
• Job title
• Headcount
• Industry

‍

Create standardized fields for CRM lookup.

Create columns such as:

• Final Contact Name
• Final Company Name
• Company Domain
• LinkedIn Profile URL
• Company LinkedIn URL

‍

Prevent duplicate company records.

Lookup company using:

• Company domain
• Company name

‍

If the company exists in CRM:

• Identify the record owner
• Retrieve company data
• Retrieve contact data

Send a Slack notification to the owner containing:

• Contact name
• Company name
• Demo request details

‍

If the company does not exist:

Verify the company is legitimate.

Check signals such as:

• Valid domain
• Active website
• LinkedIn company page

‍

If validation passes:

• Create new company record
• Associate the contact with the company
• Populate CRM properties

‍

Push enriched data back to CRM.

Update fields such as:

• Company
  • Domain
  • Industry
  • Headcount
  • LinkedIn
• Contact
  • Name
  • Title
  • Email
  • LinkedIn

‍