1.Detect new talent signals
Integrate Specter and talent search tools to map saved search fields to prospect data for quick CRM entry.
Create prospect records from saved talent search results
Automatically capture new talent signals across Specter and Clay. Create and update when talent signal arrives, email match is found, or profile URL match is foundβso you can create records, refresh signal notes, and avoid duplicates without manual data entry.
How this automation creates prospect records in your CRM
When new saved search results emit talent signals, delays can leave prospects untracked. This automation maps Specter fields and creates or updates Clay recordsβso your team can act on fresh signals immediately.
Specteror swap with your favorite app
2.Find prospect in table
Integrate Clay and worksheet matching to search by email or profile URL and prevent duplicate prospect records.
Clayor swap with your favorite app
3.Create prospect record
Integrate Clay and CRM record creation to create new prospect rows and map contact fields from the signal.
4.Update prospect with new signal
Integrate Clay and activity logging to update matched records with recent signal details and append notes.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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