clay-reference-architecture

•

1.9k2593 months ago

Implement Clay reference architecture with best-practice project layout. Use when designing new Clay integrations, reviewing project structure, or establishing architecture standards for Clay applications. Trigger with phrases like "clay architecture", "clay best practices", "clay project structure", "how to organize clay", "clay layout".

Quick Install

npxskills add jeremylongshore/claude-code-plugins-plus-skills--skill clay-reference-architecture

Instructions

Clay Reference Architecture

Overview

Production architecture for Clay-based lead enrichment and go-to-market data operations. Covers the three integration patterns (webhook-only, webhook + HTTP API, and full Enterprise API), table schema design, and CRM synchronization flows.

Prerequisites

Clay account with appropriate plan tier
Clear understanding of data volume and enrichment needs
CRM integration target (HubSpot, Salesforce, etc.)
Defined Ideal Customer Profile (ICP)

Instructions

Step 1: Choose Your Integration Pattern

Pattern A: Webhook-Only (All Plans)
──────────────────────────────────────
Your App ──POST──> Clay Webhook ──> Clay Table ──> Enrichment
                                                      │
                                         Manual export via CSV
                                         or native CRM action

Pattern B: Webhook + HTTP API Callback (Growth+ Plans)
──────────────────────────────────────────────────────
Your App ──POST──> Clay Webhook ──> Clay Table ──> Enrichment
                                                      │
                                                HTTP API Column
                                                      │
                                               POST to your app
                                                      │
                                                  CRM / DB

Pattern C: Full Automation with Enterprise API (Enterprise)
──────────────────────────────────────────────────────────
Your App ──POST──> Clay Webhook ──> Clay Table ──> Enrichment
    │                                                  │
    │                                           HTTP API Column
    │                                                  │
    └──Enterprise API──> Person/Company lookup    POST to your app
                         (lightweight, fast)           │
                                                   CRM / DB

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Tags & Topics

aiautomationclaude-codedevopsmcpai-agents

Instructions

Step 1: Choose Your Integration Pattern

Pattern A: Webhook-Only (All Plans) ────────────────────────────────────── Your App ──POST──> Clay Webhook ──> Clay Table ──> Enrichment │ Manual export via CSV or native CRM action Pattern B: Webhook + HTTP API Callback (Growth+ Plans) ────────────────────────────────────────────────────── Your App ──POST──> Clay Webhook ──> Clay Table ──> Enrichment │ HTTP API Column │ POST to your app │ CRM / DB Pattern C: Full Automation with Enterprise API (Enterprise) ────────────────────────────────────────────────────────── Your App ──POST──> Clay Webhook ──> Clay Table ──> Enrichment │ │ │ HTTP API Column │ │ └──Enterprise API──> Person/Company lookup POST to your app (lightweight, fast) │ CRM / DB

┌─────────────────────────────────────────────────────────────┐ │ CLAY TABLE: Outbound Leads │ ├─────────────┬───────────────┬──────────────────────────────┤ │ Input Cols │ Enrichment │ AI + Formula + Output │ ├─────────────┼───────────────┼──────────────────────────────┤ │ domain │ Company Name │ ICP Score (formula) │ │ first_name │ Employee Count│ Lead Tier (formula: A/B/C) │ │ last_name │ Industry │ Personalized Opener (AI) │ │ source │ Tech Stack │ Recent News (Claygent) │ │ linkedin_url│ Work Email │ CRM Push (HTTP API) │ │ │ Job Title │ Outreach Push (HTTP API) │ │ │ Phone Number │ │ │ │ LinkedIn URL │ │ └─────────────┴───────────────┴──────────────────────────────┘ Column execution order (left to right): 1. Company enrichment (Clearbit) ─ fast, provides context for later columns 2. Person enrichment (Apollo/PDL) ─ medium speed 3. Email waterfall (Apollo > Hunter) ─ conditional: requires domain + name 4. Phone lookup (if needed) ─ conditional: ICP Score >= 80 5. ICP Score formula ─ instant, computes from enriched data 6. Claygent research ─ slow, conditional: ICP Score >= 60 7. AI personalization ─ conditional: ICP Score >= 70 8. CRM push (HTTP API) ─ conditional: ICP Score >= 70 + has email

Issue	Cause	Solution
Enrichment credits exhausted	Too many lookups per row	Use conditional runs, connect own API keys
Duplicate CRM records	No dedup key in CRM push	Use email as unique identifier
Low email coverage	Single provider waterfall	Add second provider (Apollo + Hunter)
Slow table processing	Too many enrichment columns	Add conditional runs, order by speed
Stale enrichment data	No re-enrichment schedule	Re-run quarterly on existing contacts

clay-reference-architecture

Clay Reference Architecture

Overview

Prerequisites

Instructions

Step 1: Choose Your Integration Pattern

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Clay Reference Architecture

Overview

Prerequisites

Instructions

Step 1: Choose Your Integration Pattern

Step 2: Design Table Schema

Step 3: Configure Waterfall Pattern

Step 4: Implement ICP Scoring

Step 5: CRM Sync Architecture

Error Handling

Resources

Next Steps

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