Youform Clay

CRM & SALES

Youform meets
Clay.

Enrich and route form leads into Clay for automated prospecting. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Clay action.

See how to connect

LET’S PUT IT TOGETHER

From an answer
to a next step.

Set up your connection once, then let it become part of the way you work.

Explore Youform on Zapier
  1. Make a form for the information you need

    Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.

  2. Choose your connection in Zapier

    Connect Youform as your trigger and choose Clay as the next app. Select an action supported by the connector and your account.

  3. Map your answers and test the workflow

    Match your form fields to the action fields. Check a test result in Clay, then activate the workflow when it behaves as expected.

GOOD THINGS YOU COULD SET IN MOTION

A few ideas
to get you started.

Choose an action available in your automation tool, then use these ideas to shape your workflow.

Lead enrichment on autopilot

Send form leads to Clay and automatically enrich them with company size, industry, LinkedIn profiles, and other data points to qualify leads faster.

Automated outreach sequences

Use Clay to build personalized outreach campaigns based on enriched form data, reaching prospects with highly relevant messaging.

ICP scoring and routing

Score inbound leads against your ideal customer profile in Clay and automatically route high-fit leads to the right sales rep.

Account-based marketing

Enrich form submissions with company data in Clay to identify high-value accounts and trigger account-based marketing campaigns.

GOOD QUESTIONS

Before you
connect.

Need a hand with your setup?

Talk to the Youform team
Is this a native Youform integration?
This connection uses Zapier between Youform and Clay. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Clay in Zapier. Your connected account and the fields required by that action determine what you can send.
What could Clay add to a form lead?
Use the information supplied in the form as the starting point for enrichment in Clay, such as matching a company or finding business context. The available data depends on the providers you enable, their coverage, and your credits. Check matches before using them for outreach.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.