I’ve been using Clay for a while now, mainly for lead generation, data enrichment, and workflow automation.
It’s powerful, no doubt. But with all the buzz around it, I kept asking myself:
↳ Is it really worth the money?
↳ Does it live up to the hype?
↳ And is it actually better than the tools I’m already using?
In this review, I’ll break down what Clay gets right, where it falls short, and why I eventually switched to Lindy for a more flexible, AI-powered workflow in 2025.
What Is Clay?
Clay is a workflow engine that connects to enrichment tools (like Apollo.io, People Data Labs, Clearbit, etc.) and lets you automate every part of your lead research and outreach, from building lists to writing icebreakers to triggering emails.

It’s not a lead database or CRM. Think of it as an AI-powered spreadsheet that:
- Pulls live data from 50+ sources
- Scores, filters, and qualifies leads automatically
- Triggers actions like emails or CRM updates
- Embeds GPT-4 to help you write personalized messages or analyze contacts
It’s designed for outbound teams that want total control and automation without engineering effort.
What I Like About Clay
1. Live, Multi-Source Enrichment
Clay AI doesn’t store old or static lead data. Instead, it connects to real-time data sources like Apollo, People Data Labs, Crunchbase, and Clearbit to pull fresh, accurate information.
You can use Clay to automatically find and update:
- Email addresses
- Job titles and seniority
- Company size, industry, and tech stack
- Recent job changes or promotions
- Funding rounds and company news
- LinkedIn or Twitter profiles
What makes Clay powerful is that it combines data from different tools to give you a more complete picture. If one tool doesn’t return a result, Clay can try another automatically.
For example, you can set it up to:
- Get company info from Crunchbase
- Find employees using People Data Labs
- Check emails through Dropcontact
- Pull LinkedIn links from Apollo
- Add custom lead scores based on your rules
All of this happens in the background, and Clay keeps the data updated so your lead list doesn’t go stale.
You’re in control, you choose which sources to use, how often the data updates, and what happens next. It’s like building your own live lead database, exactly the way you want, without writing any code.
2. AI-Powered Messaging That’s Actually Relevant
Clay uses GPT-4 to help you write better outreach messages without doing it all yourself.
You can use it to automatically:
- Write short, personalized icebreakers from someone’s LinkedIn profile
- Summarize company info in a few words
- Create lead scores based on job title, company size, or other data
This isn’t about sending the same cold email to everyone. You write your own prompts, and Clay fills in the blanks using the live data it pulls for each lead.
It’s like having an AI assistant that does research and writes your messages in the background, so you can send smarter, more relevant outreach at scale.
3. Spreadsheet Simplicity Meets Zapier Logic
Clay looks like a spreadsheet (just like Airtable) but it works more like an automation tool such as Zapier.
Every row in Clay is a lead.
Every column is something that either pulls in data, runs a rule, or triggers an action.
You don’t need to write any code. You simply add steps, one after another, like building a formula.
For example, your workflow might look like this:
- Column A pulls the lead’s job title from Apollo
- Column B pulls the company’s funding round from Crunchbase
- Column C checks if the title includes “Head of” and then uses GPT to write a personalized intro line
You can keep adding steps, like checking company size, verifying email, writing a message, and sending it to your CRM.
Everything updates automatically as new leads are added. You can even set up rules to skip bad leads or trigger alerts when a high-priority contact appears.
The best part? I didn’t have to click through tabs or switch tools. Everything happens in one place, and it’s as easy as filling out a spreadsheet.
4. Automates Outreach without Being a Sequencer
Clay isn’t a full cold email tool like Instantly or Smartlead. It doesn’t send multi-step email sequences on its own.
But it can still handle key outreach steps by automating what happens before and after the actual emails are sent.
Here’s what you can do:
- Send one-off emails directly from Clay, like intro messages or alerts
- Trigger webhooks to notify other tools when a lead is ready
- Push enriched contacts into tools like HubSpot, Smartlead, or Instantly so your cold email campaigns can begin there
Think of Clay as a pre-sequencing engine. It helps you:
- Find the right leads
- Clean and enrich the data
- Write a personalized message with GPT
- Then send those fully-prepped leads into your outreach tool to handle the actual sequence
This way, you’re not wasting credits on low-quality contacts, and your emails feel personal because all the work was done beforehand.
5. Integrates with Everything That Matters
Clay works best when it’s connected to the tools you already use. It pulls in data, updates your CRM, and triggers actions, all in one smooth flow.
You can connect Clay to:
- Lead data sources like Apollo, People Data Labs, Crunchbase, and Clearbit
- CRMs like HubSpot and Salesforce to sync contacts and notes
- Action tools like Gmail (to send emails), Webhooks (to alert other apps), Notion, and Zapier
- Enrichment tools like Hunter, Dropcontact, and even Twitter to find more details about your leads
You have two options:
- Use Clay’s built-in integrations to get started fast
- Or bring your own API keys for more control and better data accuracy
These integrations make it easy to build end-to-end workflows, like finding a lead, enriching their data, writing a message, and pushing it to your CRM, without switching between tools.
It saves time, reduces manual work, and helps you keep everything in sync.
What Could Clay Improve?
1. It’s Not an Enrichment Provider Itself
Clay lead generation data isn't straight out of the box. It doesn’t have its own database of contacts, emails, or company info. Instead, it connects to other tools, like Apollo, Clearbit, Dropcontact, or People Data Labs, to pull that data for you.
This means:
- You’ll need to bring your own API keys for these tools, or use Clay’s built-in ones if available
- The quality of the data depends entirely on the sources you connect to Clay
- If the external source gives you old or incorrect info, Clay will show the same, you can’t “fix” the data inside Clay itself
- You may need multiple providers to get a complete and accurate lead profile
For example, if Apollo can’t find someone’s email, you’ll have to rely on another tool like Dropcontact or Hunter in your Clay workflow. If you don’t, that field stays empty.
In short, Clay is a smart organizer and automation layer, not a source of verified contact data. You get more control, but you also take on more responsibility for making sure your data sources are solid.
2. Steep Learning Curve for Complex Workflows
At first glance, Clay looks easy. It’s just a spreadsheet, right? But once you start building full workflows with multiple steps like enriching leads, scoring them, writing messages, and triggering actions, it gets more complicated.
Here’s why:
- Every column in Clay runs a specific task (like pulling job title, checking company size, or writing an icebreaker)
- If you chain 10–15 steps together in one row, it becomes hard to see what’s working and what’s broken
- There’s no visual flowchart or drag-and-drop builder, everything is handled in columns, which makes it tough to troubleshoot
- A small mistake early in the workflow (like a bad filter or missing data) can mess up all the steps that come after it
- It takes some trial and error to get it right, especially when dealing with multiple data sources and conditions
If you’re new to automation tools or not used to thinking in logic flows, this can be frustrating. You’ll likely need to create a repeatable system, keep things organized, and test in small steps before scaling up.
So while Clay is code-free like Lindy, it’s not totally beginner-friendly. Power users will love the flexibility, but casual users may need time and patience to unlock its full potential.
3. Not a Full CRM
Clay is great for finding and prepping leads, but it’s not meant to replace your CRM. It focuses only on the top of the funnel, like research, enrichment, and outreach setup.
Here’s what Clay doesn’t do:
- It doesn’t track deals or show you which leads turned into customers.
- It doesn’t manage pipelines, sales stages, or forecasting.
- It doesn’t offer reporting on close rates, revenue, or customer interactions.
- It doesn’t help with customer onboarding, retention, or support after the lead converts.
Clay can send enriched leads and notes into your CRM, but it doesn’t manage what happens after that. Once the deal enters your pipeline, tools like HubSpot, Close, or Pipedrive are better suited for the job.
Think of Clay as a smart lead engine, not a full sales system. It helps you get better leads, faster. But if you’re looking to handle everything from lead to revenue in one place, you’ll still need a proper CRM alongside it.
Clay Pricing & Credit System: What You’re Really Paying For
Clay uses a credit-based pricing model, which means you don’t pay per contact, you pay based on what actions you perform on each contact.
Every task you run in Clay, like pulling job titles, running GPT prompts, or pushing data to your CRM, uses credits. The more complex your workflow, the more credits you burn per lead.
Clay Pricing Plans (2025)
- Rollover credits are available in most plans, so unused credits carry over to the next month.
- Cost per credit drops significantly in higher plans, making them more efficient for teams at scale.
How Credits Work?
Here’s a breakdown of how typical actions consume credits:
- Pulling data from tools like Apollo, Clearbit, or People Data Labs = 1–2 credits per source
- Running a GPT prompt (e.g., writing an icebreaker) = 2–3 credits
- Using multiple enrichment sources for cross-verification adds up quickly
- Triggering webhooks, sending emails, or syncing to CRMs like HubSpot = 1+ credit each
If you're running workflows with 10+ steps or doing high-volume outreach, credit usage can scale fast.
For example, enriching 1,000 leads with 7 steps each could burn 7,000–10,000 credits in just one campaign.
This means your cost-per-lead isn’t fixed. It depends on how many steps your workflow runs. That’s why managing credit usage is crucial, especially if you’re using AI or working with large lead volumes.
How to Control Costs and Use Credits Smartly
To avoid credit waste, here’s how to make the most of your subscription:
- Set filters early: Disqualify low-quality leads at the start of the workflow to avoid running full enrichments on them.
- Use fallback rules wisely: Don’t run multiple enrichment tools on every lead unless necessary.
- Combine actions: Stack logic or group steps where possible to avoid redundant checks.
- Monitor usage regularly: Clay provides usage logs — use them to track which steps consume the most credits.
- Test with small batches: Run test workflows on a few leads before scaling to thousands.
Overall, for small teams, the Starter or Explorer plan is good for controlled outreach with moderate automation. For larger teams or agencies, the Pro and Enterprise plans offer much better cost-per-credit value. But you’ll need smart workflows to keep usage in check.
If you’re not careful, costs can spike fast. But if you build lean, focused flows, Clay gives you one of the most flexible and powerful automation engines for B2B outreach.
Best Use Cases for Clay
1. Lead List Building + Scoring
Automate lead discovery by setting filters like:
- Series A+ companies
- Titles containing “AI,” “Revenue,” or “Growth”
- Tech stack includes Snowflake or HubSpot
Clay will continuously refresh and re-score these leads in real time.
2. AI Outreach Personalization
Use GPT-4 to:
- Write 1:1 intros from LinkedIn bios
- Tailor follow-up copy by seniority or industry
- Highlight mutual connections or tech overlaps
All without lifting a finger.
3. Recruiting Automation
Sourcing passive candidates? Clay can:
- Find job switchers in the last 90 days
- Enrich LinkedIn data
- Trigger outreach to personal emails
- Push profiles into Greenhouse or Lever
4. Partner and VC Prospecting
If you’re running BD or VC ops, Clay helps:
- Track startups that just raised capital
- Monitor hiring velocity across segments
- Flag ICP matches by region, stage, or headcount
- Auto-write intro blurbs
5. CRM Contact Assistant
Need to log leads or create enriched contacts in your CRM? Clay can:
- Create contacts in HubSpot or Salesforce
- Add company info + LinkedIn URL
- Sync notes and GPT-based context summaries
Who Should Use Clay (and Who Shouldn’t)?
Clay is Best for:
- Sales teams doing high-volume outbound with personalization needs
- Recruiters sourcing passive candidates across multiple channels
- RevOps & agencies automating enrichment + routing flows
- Growth marketers experimenting with new ICPs and channel plays
You’re Better off Without Clay if You’re
- Small startups on a tight budget with no enrichment keys
- Teams without a CRM that expect Clay to manage pipeline
- Non-technical users who don’t want to experiment or build logic flows
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Clay Alternatives Compared
Want End-to-End AI Automation? Try Lindy Instead

Clay is incredible if you want to automate enrichment and get smarter about outbound prospecting.
But if you’re looking for more, like AI agents that handle sales calls, manage emails, and automate meeting scheduling, then Lindy is a far better option.
With Lindy, you get:
- Inbound + outbound voice agents that handle real sales conversations
- Email AI that writes replies, flags important messages, and books meetings
- 50+ language support for international outreach
- Visual workflow builder to deploy automations quickly
- Pre-built templates for lead gen, enrichment, and follow-ups
- Sales call coaching + CRM sync built in
It’s a more versatile platform for sales teams that want to go beyond just finding leads.
Try Lindy free for 7 days and see how easy AI-powered sales workflows can be.
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Frequently Asked Questions
1. Is Clay a CRM?
No. Clay focuses on pre-sales workflows like lead enrichment, scoring, and outreach prep. It connects to CRMs like HubSpot and Salesforce but doesn’t handle deal tracking, pipeline stages, or customer success tasks. Use Clay alongside a proper CRM for a complete sales stack.
2. Can Clay automate emails?
Yes. Clay lets you send one-off emails or trigger outbound messages via webhooks. You can also push leads into tools like Instantly or Smartlead for full sequences. Clay handles enrichment and personalization; your email platform handles delivery and follow-ups.
3. Does Clay provide contact data?
No. Clay doesn’t own any lead database. It pulls data from sources like Apollo, Clearbit, and People Data Labs. You need to connect your own API keys or use Clay’s built-in connectors to fetch and enrich contact information.
4. How accurate is the data?
Data accuracy depends on the sources you connect. Apollo and Clearbit generally return solid results, but less reliable sources can produce outdated or incorrect info. Use multiple providers and fallback rules in Clay to improve consistency and completeness.
5. What’s the pricing model?
Clay uses a credit-based model. Each action, like enrichment, GPT writing, or CRM sync, costs credits. Plans start free and scale with usage. Higher plans offer better credit value. Compared to fixed-fee tools, Clay gives more flexibility but requires careful credit management.
6. Can non-sales teams use Clay?
Yes. Recruiting teams use it to track job changes. VCs use it to monitor funding rounds. Marketers use it to enrich contact lists. Any team that needs fresh, structured lead or company data can automate research and routing through Clay.
7. Does Clay support international data?
Yes. Clay can work globally if your connected data providers support international contacts. For example, People Data Labs and Apollo offer global coverage. You control which countries or regions to target based on the sources you plug into your workflow.
8. Can Clay replace outreach tools?
No. Clay handles the prep work, enrichment, personalization, and segmentation, but it doesn’t run full cold email campaigns. For sequencing, inbox rotation, and tracking replies, you still need tools like Instantly, Smartlead, or Mailshake.
9. Does Clay have a free plan?
Yes. Clay offers a free plan with 100 credits per month. It’s ideal for testing small workflows or learning the system. For real outreach or scaled use, you’ll need a paid plan like Starter or Explorer.
10. What’s Clay’s biggest strength?
Clay gives you full control over how leads are researched, enriched, scored, and handed off. You can build custom workflows that match your exact process, no code needed. It saves time, improves data quality, and keeps everything running on autopilot.
11. What premium data sources does Clay’s platform integrate, and how can they benefit my investment analysis?
Clay connects with premium sources like Crunchbase, Apollo, Clearbit, and People Data Labs. These tools give you access to live funding data, headcount changes, leadership moves, and company signals, helping you track trends, spot investment opportunities, and analyze startup health in real time.
12. What are the pros and cons of using Clay for automating growth workflows in a mid-sized tech startup?
Pros: Saves time by automating research and outreach, supports deep personalization, integrates with your stack, and scales easily.
Cons: Credit usage can become expensive, setup has a learning curve, and it doesn’t replace your email sequencer or CRM.
13.What are the pros and cons of using Clay for data integration and marketing insights?
Pros: Connects to multiple data sources, auto-enriches contact and firmographic data, and feeds insights into your CRM or reporting tools.
Cons: Requires third-party APIs for quality data, lacks built-in dashboards, and credits can burn fast without strict filters.
14. How does Clay compare to other data integration platforms in terms of user-friendliness and actionable insights?
Clay offers an intuitive spreadsheet-like UI and no-code automation, which makes setup easier than many data tools. Unlike raw integration platforms, Clay turns data into insights directly in your workflow. However, it’s not as visual or guided as tools like Zapier or Segment.
15. What are the pros and cons of using Clay for CRM enrichment and automation?
Pros: Automatically enriches CRM contacts, keeps data fresh, and routes leads based on your logic. Saves hours of manual input.
Cons: Doesn’t manage deals or pipeline stages, and enrichment accuracy depends on third-party sources. Requires careful credit management.
16. What is the pricing model for Clay’s services and how does it compare to similar platforms?
Clay charges based on credits, not flat features. This gives flexibility but requires you to monitor usage. Compared to fixed-cost tools like Apollo or ZoomInfo, Clay offers more customization but can cost more if workflows aren’t optimized. Rollover credits and better rates at higher tiers help reduce spend.







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