Warm Intro and Contact Change Tracking for TrueData
Satiesh Sheriff
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Posted Aug 1, 2025
Developed Clay + Slack workflows for lead prioritization and contact tracking for TrueData.
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Timeline
Jan 1, 2025 - Mar 31, 2025
Clients
TrueData
Warm Intro + New Hire Tracking
Challenge:
TrueData needed a way to prioritize warm leads and spot key hires without manual digging.
Solution:
We created a Clay + Slack setup that:
Enriches 1,000+ target companies with traffic data
Filters for high-traffic, high-potential accounts
Runs relationship mapping to find warm intros
Auto-generates personalized Slack pings to account owners
Tracks new hires for key job titles and syncs them to Slack + CRM in real time
Impact:
Outreach now starts with warmest possible leads
No missed hiring signals — updates hit Slack instantly
Handles new accounts automatically when added
Contact Change Tracking
Challenge:
Long sales cycles meant deals stalled when main contacts left, often without the team realizing for months.
Solution:
We built a Clay workflow that:
Pulls all active deal contacts from HubSpot
Tracks for promotions and job changes in real time
Updates CRM and Slack instantly for promotions
Qualifies new companies when contacts move
Auto-creates new CRM accounts + contacts if a move is a fit
Impact:
Contact changes spotted instantly, not months later
Deals saved by immediate re-engagement
Weekly pipeline hygiene without manual checks