Auto-Prospect Companies After Funding Announcements
The problem
Sales teams miss narrow timing windows when companies raise capital and need new vendors.
Implementation steps
- 1
Create Clay table with Crunchbase API or RSS feed for funding announcements
- 2
Use Claygent to visit company website and extract hiring keywords
- 3
Filter for companies hiring in your ICP roles (e.g., "VP Sales" for sales tool vendors)
- 4
Use Apollo to find decision makers at those companies
- 5
Push prospects to Smartlead campaign with funding-specific messaging
- 6
Set up Slack alert for high-priority targets (Series B+ in your vertical)
Template outline
The structure to recreate in your own workspace. Field names and thresholds are starting points.
Clay Workflow:
1. Import: Crunchbase RSS or API integration
2. Filter: Funding amount > $10M, Industry matches ICP
3. Claygent: Visit /careers page, check for target roles
4. Apollo enrichment: Find VP+ contacts
5. Write to Smartlead via HTTP API
6. Zapier: Post to #sales Slack channel if amount > $50MKeep going
More Outbound playbooks
- OutboundIntermediate
Personalize Outbound at Scale Using LinkedIn Data
Generic cold emails get few replies, and reps cannot manually research every prospect on a high-volume list.
ClayClaygentInstantlyEstimate: 10 hrs/week - OutboundBeginner
Track Warm Intro Requests Across Your Network
AEs lose track of warm intro requests sent via email and LinkedIn. Follow-ups fall through the cracks.
Google SheetsZapierGmailEstimate: 3 hrs/week - OutboundAdvanced
Sync Apollo Saved Searches to Instantly Campaigns
Sales ops manually exports Apollo lists and imports them to Instantly weekly, delaying campaign launches.
ApolloInstantlyMakeEstimate: 4 hrs/week
Need help implementing a playbook?
Our team builds custom Clay workflows and AI automations for revenue teams.
Get it built for you