Clay SMS Automation
Connect enriched data to real conversations and drive engagement from the moment a new match or milestone appears in Clay
Why This Workflow Matters
Stop letting enriched leads sit idle. Automatically reach out, tag, and track engagement as soon as new ICP-qualified contacts hit your system no manual work required.
How It Works:
When Clay detects a new match or milestone , this workflow springs into action. It creates or updates the contact , adds a relevant tag , and starts automation inside ActiveCampaign. Then, a personalized SMS goes out via D7: _“Hi {{first_name}}, thanks ICP-enriched lead activation. Reply HELP for support.”_ The system waits for a reply , and if it’s positive , it creat es a deal or task ; if not, it continues the nurture sequence . The main goal is to track and increase engagement and conversion .
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Detects new match or milestone in Clay | Ensures each enriched lead is captured right away | |
| Creates | updates contact in ActiveCampaign | Keeps your CRM data up to date automatically |
| Adds relevant tag | Helps segment and track ICP-qualified leads | |
| Sends personalized SMS via D7 | Starts a direct, human connection | |
| Waits for reply | Builds authentic two-way engagement | |
| If positive, creates deal/task | Moves hot leads straight into follow-up | |
| If no reply, continues nurture sequence | Keeps leads warm with minimal effort | |
| Measure KPI | engagement/conversion | Quantifies success and performance |
SMS Variants
- Hi {{first_name}}, great to connect your profile matched our ICP. Reply HELP for support.
- Hey {{first_name}}! Thanks for engaging you’ve been activated as an enriched lead. Need help? Reply HELP.
- Hi {{first_name}}, we noticed a new milestone on your profile. Thanks for joining our ICP activation! Reply HELP for support.
Who It Helps
- B2B SaaS teams with enriched lead lists
- Sales ops and RevOps using ICP targeting
- Marketers focused on lead conversion and engagement
