Automated Growth Intelligence
Clay, HubSpot, and AI workflow integration for B2B growth
We design and develop the operating system behind B2B go-to-market: precise account sourcing in Clay, trustworthy customer data in HubSpot, and workflows that turn qualified signals into timely sales and marketing action.
Tell us what you want to improve. We can start with an introductory call or a focused workflow review.
The challenge
Your growth stack should work as one system
Small and midsize B2B teams often have the tools but lack a dependable path from target account to qualified conversation. Lists go stale, research lives in separate sheets, campaigns miss context, and the CRM collects inconsistent records. Every handoff slows down the team.
We design the data, decisions, and automation between those steps. Clay can help source and enrich relevant accounts and people. HubSpot can organize the customer record and operational handoffs. AI can support research, qualification, and drafting where the output can be checked. Together, these parts create a controlled foundation for more autonomous GTM.
Three connected capabilities
From prospect data to relevant action
A useful engine connects the market you want to reach, the CRM your team works in, and the campaigns that follow.
Find and understand your market
Define the ideal customer profile, build focused account and contact lists, enrich missing fields, and monitor useful signals. Filter early so you spend time and credits on records that fit a real opportunity.
Put HubSpot to work
Map fields and record ownership, connect Clay with HubSpot, route qualified records, and build workflows that support sales and marketing follow-up. Design duplicate checks and review steps before broad CRM updates.
Run measurable campaigns
Build segments and campaign rules around fit, signals, and lifecycle stage. Use AI-supported research and messaging with human approval where needed. Track quality and handoffs so the process improves with evidence.
What we can build together
Start with one workflow. Grow into a connected GTM operation.
The right first step may be a data audit, a Clay–HubSpot integration, or a campaign handoff that needs clearer rules. We scope the work around your current tools and commercial goals.
A practical path
Prepare the foundation for autonomous GTM
Discover
Map buyers, the current stack, CRM data, and repeated decisions. Choose a focused first use case.
Build
Connect sourcing, qualification, and CRM handoff with documented rules, owners, and exceptions.
Operate
Test accuracy, spend, duplicate handling, ownership, and follow-up before expanding the flow.
Evolve
Add more signals, segments, and agentic assistance when the data layer and controls are dependable.
Problems we solve
Make the next action clear at every handoff
Each engagement is scoped around the information your team needs, the decision it must make, and the action that should follow.
Respond to qualified inquiries with context
When form submissions lack company data or arrive without an owner, we map the intake fields, enrich only the missing information needed for qualification, and configure HubSpot routing with an exception queue. The deliverables are a documented handoff, tested workflows, and a view of time to assignment and data completeness.
Give sales a focused account list
When broad lists waste research time, we define fit and exclusion rules, build Clay sourcing and verification workflows, and match approved accounts and contacts to HubSpot. The team receives reusable searches, source fields, duplicate checks, and a process for reviewing records before outreach.
Turn existing data into a useful priority queue
When valuable accounts are buried in stale CRM records, we audit ownership and missing fields, set criteria for refresh and prioritization, and create reviewable HubSpot segments or tasks. Reporting shows record quality, accepted work, and where follow-up stalls.
Explore the work
Services for each part of the GTM engine
Choose the capability that matches your bottleneck. We can scope a focused fix or connect several workstreams into one operating system.
Consulting and development
- Clay + HubSpot GTM consultingStrategy, integration, campaign handoffs, and measurement.
- HubSpot support and maintenanceKeep your CRM clean, reliable, and aligned with the team.
- HubSpot implementation and RevOps developmentBuild the data model, integrations, and revenue handoffs.
- Sales and marketing workflow automationConnect qualification, routing, follow-up, and reporting.
- Agentic AI for go-to-marketApply AI to bounded research and decisions with review.
- Clay lead sourcing and enrichmentFind better-fit accounts and spend data credits selectively.
- Account-based and signal-led campaignsAct on meaningful changes in the accounts you want to win.
GTM insights
- How to use Clay with HubSpotA practical guide to matching, enrichment, and CRM handoffs.
- A complex Clay GTM workflowQualification gates, signals, AI research, and routing.
- 8 Clay use cases for B2B teamsBusiness needs that Clay can support across lead generation and RevOps.
- Clay + HubSpot lead enrichment architectureMatching, enrichment waterfalls, duplicate prevention, and governed CRM writeback.
- Signal-based outbound with ClayEvaluate triggers, qualify accounts, and hand evidence to the right HubSpot owner.
- Account targeting and signal scoringSeparate account fit from timely signals before prioritizing outreach.
- Claygent research and AI personalizationUse source-backed research, review steps, and controlled sales messaging.
- CRM reactivation and expansionFind relevant reasons to reconnect while preserving relationship context and ownership.
Focused GTM solutions
Clay GTM for consulting and professional servicesConnect service-line targeting, relationship context, and timely research to a reviewable pipeline.
Clay + HubSpot CRM reactivationPrioritize dormant accounts, enrich selected records, and give the right owner a relevant next step.
Let’s make the next workflow clear
Show us your current GTM bottleneck
Need better lead sourcing, cleaner HubSpot data, a Clay integration, or a plan for AI-assisted campaigns? Share your goals and current tools. We can discuss an introductory call, a practical demo, or a focused consulting engagement.