1.Detect new review or lead event
Integrate G2 Crowd and lead capture tools to watch for new review or lead events and start qualification.
Add qualified reviewer companies to your prospect list
Automatically monitor new review or lead events across G2 Crowd. Create and update qualified prospect records when companies match your region and headcountβso you can grow targeted outreach without manual prospecting.
How this automation adds qualified prospects to Clay
When new review or lead events appear, qualified companies can get missed and outbound outreach slows down. This automation evaluates qualification, filters records, and adds or updates prospect rows in Clayβso your team can follow up faster.
G2 Crowdor swap with your favorite app
2.Evaluates qualification flag
Integrate Code by Zapier and data mapping tools to evaluate region and employee count, then to output a qualify flag.
Code by Zapieror swap with your favorite app
3.Filters to qualifying records
Integrate Filter by Zapier and workflow rules to continue only when qualify is true and stop non qualifying events.
Filter by Zapieror swap with your favorite app
4.Creates or finds prospect record
Integrate Clay and CRM table tools to find a company by domain and to create a prospect row when missing.
Clayor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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