GTM Playbooks
InboundIntermediate

Enrich Inbound Leads with Apollo and Clay Waterfalls

The problem

Marketing passes incomplete lead data to sales, forcing reps to research the basics by hand before every first touch.

Implementation steps

  1. 1

    Set up HubSpot webhook in Clay to trigger on new form submissions

  2. 2

    Configure Clay waterfall: Apollo enrichment > Clearbit fallback > Claygent LinkedIn scrape

  3. 3

    Write enriched data (job title, company size, tech stack) back to HubSpot contact

  4. 4

    Add lead scoring logic based on enriched firmographics

  5. 5

    Route high-value leads to AE queue via HubSpot workflow

Template outline

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

Clay Table Structure:
- Trigger: HubSpot webhook (form submission)
- Column 1: Apollo enrichment (email -> company data)
- Column 2: Clearbit fallback (if Apollo returns null)
- Column 3: Claygent prompt to extract role level from LinkedIn
- Column 4: Lead score calculation (IF company size > 500 AND title contains "Director", score = 90)
- Write-back: HubSpot HTTP API update contact

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