Duplicate master campaign table
by Noel Maniraguha on January, 2025
This Clay table acts as a template for 100% of our campaign tables. Start here and make iterations as you need.
This automation has 2 components.
1. Enriching and normalizing properties of new contacts
2. Sending valid contacts to Smartlead campaigns
Using a template like this makes it significantly easier to build lists. Watch the video below to see how we use this within the agency!
Manual Changes
Duplicate the clay table.
Change Email validation and enrichment providers. Simply click on the "work email" column and and adjust the providers to fit your unique needs.
Delete, Modify, or Don't change the Company enrichment columns.
How can you enrich companies for free/very cheaply? using Apollo enrichments (saved contacts), Hubspot company enrichments (free), etc...
This waterfall may not be relevant for you if you don't use both Hubspot and Apollo (but the general idea still remains valid)!!
Duplicate the table and map the new table to a new campaign (feel free to add more enrichments in the secondary table)
Duplicate SOP
Prior to creating new campaigns, Duplicate this table as a starting point (you can also do this via the API, as shown here)
- Top 10 Automations ⌵
- Honorable Mentions ⌵
- Campaign monitoring and database
- High bounce and low leads (alternatives)
- Make.com scenario backups
- Automated weekly reports (alternatives)
- Smartlead client database
- Automate responses to OOO emails
- Smartlead calendar sync (alternatives)
- Sync HubSpot and Smartlead properties
- Send Smartlead emails from Slack
- Auto-add DKIM, DMARC & open tracking
- Airtable Workspace ⌵
- Duplicate Airtable workspace
- Log campaign analytics trends in Airtable
- Create top-level campaign analytics in Airtable
- Create a Smartlead client database in Airtable
- Client Onboarding Automation (Airtable Form)
- Notification for Smartlead replies (Airtable Database)
- Store OLD engaged leads in Airtable
- Add OLD email accounts to Airtable
- Add NEW email accounts in Airtable
- Clickup Workspace ⌵
- Real Time Notifications ⌵
- Smartlead External Scripts ⌵
- Hubspot Dealmaker ⌵
- Automations with Clay ⌵
- Duplicate master campaign table in Clay
- Research new clients across the internet
- Validate and replace Smartlead API key overnight
- Create a research-based meeting recap
- Duplicate Clay table and move to client folder
- Export Clay table data to Google Sheets
- Clay client onboarding SOPs
- Enrich Smartlead contacts using Clay
- Automate responses to OOO emails
- Beyond The Basics ⌵
- Export all Smartlead positive replies to Sheets
- Retroactively assign SDRs to Smartlead contacts
- Export existing Smartlead users to Google Sheets
- Add and remove users from Smatlead with the API
- Smartlead client onboarding SOPs
- Clay client onboarding SOPs
- Campaign backups & restore
- Duplicate subsequence in Smartlead
- Add client dropdown field to Hubspot
- Add BCC address & custom tracking
- Create tasks for calendar events
- Hubspot 2-way sync (lead category)
- Auto-categorize leads with AI