GTM Playbooks
ResearchIntermediate

Use Claygent to Research Target Account Tech Stacks

The problem

Sales needs to know if prospects use competing tools before the first call, but researching each account by hand is slow.

Implementation steps

  1. 1

    Import target account list with company domains to Clay

  2. 2

    Use BuiltWith API to detect installed technologies

  3. 3

    Use Claygent to visit careers page and extract hiring keywords related to your category

  4. 4

    Flag accounts using competitor tools or hiring for your use case

  5. 5

    Export to CSV and upload to HubSpot as enrichment data

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

Clay Table:
1. Input: Company name and domain
2. BuiltWith: Detect tech stack
3. Filter: Check if competitor tools present
4. Claygent: Scrape /careers page for role keywords
5. AI analysis: "Is this company likely buying {{your_category}} software based on tech stack and hiring?"
6. Export: Flag in HubSpot custom field "Tech Stack Notes"

Need help implementing a playbook?

Our team builds custom Clay workflows and AI automations for revenue teams.

Get it built for you