Pipeline Automation

Automate your entire revenue pipeline with AI. From lead scoring to personalized outreach, save 30% of your team's time on repetitive tasks.

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Pre-Built Automation Workflows

Deploy proven revenue workflows in minutes, not months

Lead Scoring & Routing

Automatically score leads based on fit and intent, then route to the right rep instantly.

  • Multi-dimensional scoring models
  • Real-time lead routing
  • Territory management
  • SLA monitoring

Personalized Outreach

Create hyper-personalized email sequences that adapt based on prospect behavior.

  • AI-powered personalization
  • Multi-channel sequences
  • A/B testing built-in
  • Smart send timing

Follow-Up Automation

Never miss a follow-up with intelligent reminders and automated touchpoints.

  • Automated task creation
  • Meeting scheduling
  • Engagement tracking
  • Smart notifications

Pipeline Analytics

Track pipeline health with real-time analytics and predictive insights.

  • Conversion tracking
  • Velocity metrics
  • Revenue forecasting
  • Bottleneck detection

Account Engagement

Orchestrate multi-threaded engagement across entire buying committees.

  • Stakeholder mapping
  • Engagement scoring
  • Account alerts
  • Champion tracking

Deal Acceleration

Identify at-risk deals and accelerate momentum with targeted actions.

  • Risk detection
  • Next best actions
  • Competitive alerts
  • Win/loss analysis
Lead Capture
Enrichment
Scoring
Routing
Outreach
Closed Won

Automation That Delivers Results

30%

Time Saved

Reduce manual research tasks by automating data gathering

2x

Faster Response

Engage leads within minutes, not hours or days

25%

More Meetings

Increase meeting rates with timely, relevant outreach

Everything You Need to Scale

Powerful features designed for modern revenue teams

Instant Setup

Deploy workflows in minutes with pre-built templates

Native Integrations

Connect with your entire tech stack seamlessly

Visual Builder

Design workflows with drag-and-drop simplicity

AI Assistant

Get intelligent recommendations and optimizations

Performance Tracking

Monitor workflow performance in real-time

Enterprise Security

SOC 2 Type II certified with GDPR compliance

Smart Triggers

Activate workflows based on any event or criteria

Custom Actions

Build custom automations for your unique needs

Powered by Clay + Leading Sales Tools

Automate workflows across your entire tech stack with best-in-class integrations

Clay
Clay
Data Orchestration Platform
Connect and enrich across all your tools
Salesforce Salesforce
HubSpot HubSpot
LinkedIn LinkedIn
Slack Slack
Zapier Zapier
Gmail Gmail
Outreach Outreach
Salesloft Salesloft
Apollo.io Apollo.io
Google Calendar Calendar
Google Drive Drive
Gong Gong
Calendly Calendly
Salesforce Salesforce
HubSpot HubSpot
LinkedIn LinkedIn
Slack Slack
Zapier Zapier
Gmail Gmail
Outreach Outreach
Salesloft Salesloft
Apollo.io Apollo.io
Google Calendar Calendar
Google Drive Drive
Gong Gong
Calendly Calendly

See Pipeline Automation in Action

Get a personalized consultation tailored to your workflow needs

Get Your Free Consultation