快速入门
This guide covers every Clay feature:
- 入门 — 创建账户和基本设置
- How to Use Account and Lead Scoring — Rank every account so your sales team works the best leads first
- How to Use Claygent — Send an AI powered agent to run account research on any company
- 如何使用电子邮件查找器 — Find verified work emails using a waterfall across many data sources
- How to Use Formula Generator — Write formulas in plain English with no technical skills required
- How to Use Signal Setup — Track job changes, new hires, and funding so you catch new leads early
- How to Use Sculptor — Turn raw account research into personalized messages you can send at scale
- How to Use Growth Marketing Engine — Build repeatable marketing plays that run on a schedule without you
- How to Use Automated Inbound — Enrich and route inbound signups the second someone signs up
- How to Use TAM Sourcing — Build a full list of companies that match your ideal customer profile
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I’ve used Clay for eight months and tested every feature covered here.
本教程源自真实的实践经验，而非营销噱头或供应商截图。
Clay is one of the most powerful lead generation tools available today.
但大多数用户仅仅触及了它功能的冰山一角。
This guide shows you how to use Clay feature by feature.
一步一步教你，附带截图和专业技巧。
A quick note before we start: at first glance Clay looks like a plain spreadsheet.
It behaves much more like a research engine bolted onto one.
Clay Tutorial
This Clay tutorial walks you through every feature, from first login to the powerful workflows that make you a power user.
黏土
Build lead lists that actually convert. Clay enriches 数据 from over 100 premium sources and writes personalized emails from real account research. Start free, no credit card needed.
Getting Started with Clay
在使用任何功能之前，请先完成此一次性设置。
大约需要三分钟。
Here is my honest take after eight months of daily use:
现在让我们一步一步来。
第一步：创建您的帐户
Go to the Clay website and click Sign Up.
输入您的工作邮箱并创建密码。
✓ 检查点： 检查你的 收件箱 用于确认邮件。
Step 2: Create Your Workspace
Clay requires you to create a workspace after signing up.
Name it after your company, then invite your sales team.
✓ 检查点： The clay logo sits top-left above your empty table list.
Step 3: Connect Your Data Sources
Open Settings and connect the other tools you already run.
You can connect over 100 apps to sync data with Clay, including Salesforce, HubSpot, and Google Sheets.
Clay connects with Zapier for additional app integrations, and syncing runs in real time.
✅ 完成： 您现在可以开始使用以下任何功能了。
How to Use Clay Account and Lead Scoring
Account and Lead Scoring lets you rank every account so your sales team works the best leads first.
以下是使用步骤详解。
Step 1: Add Your Scoring Inputs
Open a Clay table and pick the columns you want to score on.
Company size, job titles, and tech stack all work well here.
Step 2: Build the Score Column
Add a scoring column and set point values for each condition.
这就是它的样子：
✓ 检查点： Your list is ranked from best to worst fit.
Step 3: Sort and Route
Sort by score, then push hot accounts to your 客户关系管理.
✅ 结果： Every account carries a fit score your sales team can use to qualify leads fast.
💡 专业提示： Score on job changes too. A new VP is far likelier to reply than a five-year veteran.
How to Use Clay Claygent
Claygent lets you send an AI powered agent to run account research on any company.
以下是使用步骤详解。
Step 1: Add a Claygent Column
Click Add Column, then choose Claygent from the AI menu.
Point it at your website column so it knows where to look.
Step 2: Write the Research Prompt
Ask a plain 问题, like whether the company runs a partner program.
这就是它的样子：
✓ 检查点： Claygent fills the column with sourced answers and citations.
Step 3: Run and Review
Run it on ten rows first, read the answers, then fine tune the prompt.
✅ 结果： You automate research that used to eat a full afternoon.
💡 专业提示： Ask for a one-word answer when you plan to filter on it. Long prose is hard to sort.
How to Use Clay Email Finder
电子邮件查找器 lets you find verified work emails using a waterfall across many data sources.
以下是使用步骤详解。
Step 1: Add the Find Email Column
Choose Find Work Email and map the name and domain columns.
Clay needs both to match a person to a company.
Step 2: Set the Waterfall Order
Drag providers into the order you want Clay to try them.
这就是它的样子：
✓ 检查点： A clean column of deliverable addresses with no guesswork.
Step 3: Filter by Confidence
Keep only verified results, then export data to your outreach tool.
✅ 结果： The waterfall technique lifts match rates without manual data entry.
💡 专业提示： Stop the waterfall after three providers. Beyond that you burn credits for very little extra match rate.
How to Use Clay Formula Generator
Formula 发电机 lets you write formulas in plain English with no technical skills required.
以下是使用步骤详解。
Step 1: Open the Formula Column
Add a column and pick Formula, then click the AI helper icon.
第二步：描述你想要什么
Type something like: pull the domain out of the website column.
这就是它的样子：
✓ 检查点： A working formula runs across your whole table.
Step 3: Test and Apply
Test it on one row, then apply the formula to all the data.
✅ 结果： You manipulate data like a spreadsheet pro without writing code.
💡 专业提示： Paste two example inputs and outputs into your request. Clay gets it right far more often.
How to Setup Clay Signal
Signal Setup lets you track job changes, new hires, and funding so you catch new leads 早期的.
以下是使用步骤详解。
Step 1: Pick Your Signal
Open the Signals menu and choose job changes or new hires.
Both work from LinkedIn profiles you already track.
Step 2: Set the Filters
Narrow by job titles, company size, and region so the list stays useful.
这就是它的样子：
✓ 检查点： New rows appear each morning without you lifting a finger.
Step 3: Turn On the Schedule
Set it to run daily. Clay adds fresh rows on its own.
✅ 结果： You catch buying moments while competitors are still guessing.
💡 专业提示： Watch your closed-lost accounts for job changes. A new decision maker resets the whole deal.
How to Use Clay Sculptor
Sculptor lets you turn raw account research into personalized messages you can send at scale.
以下是使用步骤详解。
Step 1: Add a Sculptor Column
Select Sculptor and choose the research columns it should read.
Step 2: Give It Your Voice
Paste two emails you actually sent so the tone matches yours.
这就是它的样子：
✓ 检查点： Each row holds a first line written from real research.
步骤 3：生成和编辑
Generate in bulk, then edit the weak ones by hand.
✅ 结果： Cold emails keep a human touch even at volume.
💡 专业提示： Cap the opener at two sentences. Long AI intros read like AI and kill reply rates.
How to Use Clay Growth Marketing Engine
Growth Marketing Engine lets you build repeatable marketing plays that run on a schedule without you.
以下是使用步骤详解。
Step 1: Start From a Template
Open Templates and pick a pre-built play close to your goal.
Clay offers pre-built templates for most common lead generation workflows.
Step 2: Chain Your Steps
Add filters and branching logic so odd records skip ahead.
这就是它的样子：
✓ 检查点： One workflow now handles sourcing through send.
Step 3: Schedule the Run
Set a weekly run and connect the output to your other tools.
That is how you automate outreach without hiring another rep.
✅ 结果： Marketing gets powerful workflows that repeat every single week.
💡 专业提示： Add a branch that dumps low-score rows into a nurture list instead of deleting them.
How to Use Clay Automated Inbound
Automated Inbound lets you enrich and route inbound signups the second someone signs up.
以下是使用步骤详解。
Step 1: Connect Your Source
Link your form, Google Sheets, or 客户关系管理 as the trigger.
Clay can create records from new Google Sheets rows automatically.
Step 2: Enrich on Arrival
Add enrichment columns so each signup lands with company data attached.
这就是它的样子：
✓ 检查点： Inbound leads arrive fully enriched and already sorted.
Step 3: Route by Score
Send strong fits to sales and everyone else to a nurture sequence.
✅ 结果： No lead sits in a queue waiting on manual data entry.
💡 专业提示： Reply inside five minutes. Speed beats polish on inbound almost every time.
How to Use Clay TAM Sourcing
TAM Sourcing lets you build a full list of companies that match your ideal customer profile.
以下是使用步骤详解。
Step 1: Define Your Criteria
Set industry, company size, region, and tech stack filters.
Step 2: Pull the List
Run the source. Clay returns a list of companies row by row.
这就是它的样子：
✓ 检查点： Your whole market sits in one table, ready to work.
Step 3: Enrich and Split
Enrich the rows, then split them into own lists per rep.
✅ 结果： List building takes minutes instead of a full week.
💡 专业提示： Pull 500 rows first and check them by hand. Bad criteria at scale wastes real credits.
Clay Pro Tips and Shortcuts
After eight months in the clay app, here are the tips I actually use.
They save time and keep your systems clean as the 商业 生长。
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Add a new column | Cmd + Shift + K |
| Search all the data in a table | Cmd + F |
| Run the selected row | Cmd + Enter |
| Save and close the editor | Esc键 |
大多数人错过的隐藏功能
- Bulk auto-enrich: Clay auto-enriches new rows in bulk or one by one, so you never re-run a whole table by hand.
- Recurring CRM audits: Point Clay at your CRM records monthly to catch stale titles and merge duplicate records.
- Conditional runs: Add a condition so paid enrichment only fires when cheaper data sources come back empty.
Clay Common Mistakes to Avoid
Mistake #1: Running Enrichment on Your Whole List First
❌ 错误： Importing 10,000 rows and enriching all of them before you check quality.
✅ 右图： Test on 50 rows, read the output, then run the rest. This one habit will save your credits.
Mistake #2: Sending Generic AI Copy
❌ 错误： Letting Clay write the whole email and blasting it to new leads unread.
✅ 右图： Use Clay for the research line only. Personalized messages still need a human touch to lift reply rates.
Mistake #3: Treating Clay Like Google Sheets
❌ 错误： Building one giant table for every campaign and every account.
✅ 右图： Break work into small tables by use case. Smaller tables run faster and are easier to manage.
Clay Troubleshooting
Problem: Enrichment Columns Return Blank
原因： The input column is messy, so Clay cannot match a company to a domain.
使固定： Clean the website column first, strip the https prefix, then re-run those rows only.
Problem: Credits Drain Faster Than Expected
原因： Every provider in a waterfall bills separately, even on a failed lookup.
使固定： Trim the waterfall to three providers and add a condition so it stops at the first match.
Problem: Rows Stay Stuck on Queued
原因： A large bulk run is competing with your scheduled workflow 自动化.
使固定： Pause the schedule, let the bulk job finish, then restart it. Speed returns right away.
📌 笔记： If none of these fix your issue, contact Clay support.
什么是黏土？
黏土 is an AI powered lead generation tool that pulls data from more than 100 premium sources into one table.
Think of it like Google Sheets that researches for you.
Clay lets you source, enrich, score, and message the same list in one place.
观看这段快速概览：
The longer walkthrough on YouTube shows a great use case for each feature.
它包含以下主要特点：
- Account and Lead Scoring: Scores accounts on company size, job titles, and fit signals you define
- Claygent: An AI powered research agent that reads websites and returns relevant information
- 电子邮件查找器： Runs a waterfall across premium providers until a verified email is found
- Formula Generator: Turns a written request into a working formula inside your table
- Signal Setup: Watches your accounts and adds new leads the moment something changes
- Sculptor: Writes personalized emails from the research already sitting in your table
- Growth Marketing Engine: Chains sourcing, enrichment, and messaging into one workflow 自动化
- Automated Inbound: Catches new signups, enriches them, and routes them by fit score
- TAM Sourcing: Pulls your total addressable market into one table you can filter
Clay uses a waterfall technique for data enrichment, checking one provider after another until it finds a verified answer.
That is the whole reason match rates beat any single database.
如需完整评测，请参阅我们的 Clay review.
粘土定价
Here’s what Clay costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | 每月 0 美元 | Testing Clay and running small enrichment jobs |
| 起动机 | 每月134美元 | Solo founders doing list building on a budget |
| 探索者 | 每月 314 美元 | Small sales team running weekly outreach |
| 专业版 | 每月 720 美元 | Marketing and RevOps teams at scale |
| 企业 | 自定义积分 | Large orgs with custom data sources |
免费试用： Yes. The Free plan gives you credits every month with no card required.
退款保证： No formal refund window, so start free and upgrade once you see results.
💰 性价比最高： Explorer at $314/month — enough credits for a real sales team without Pro-level spend.
黏土与替代品
How does Clay compare? Here’s the competitive landscape.
观看这段对比视频：
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| 黏土 | Custom research and enrichment | 每月 134 美元 | ⭐ 4.6 |
| 阿波罗 io | 一体化客户开发 | 每月 49 美元 | ⭐ 4.7 |
| ZoomInfo | 企业数据深度 | 风俗 | ⭐ 4.4 |
| Make.com | General automation | 每月9美元 | ⭐ 4.6 |
| 弗洛克 | Budget enrichment | 每月99美元 | ⭐ 4.3 |
| 幻影克星 | Social scraping | 每月 69 美元 | ⭐ 4.4 |
快速精选：
- 综合最佳： Clay — nothing else combines sourcing, enrichment, and copy in one process.
- 最佳预算： PhantomBuster — cheapest way to pull LinkedIn profiles into your own lists.
- 最适合初学者： Apollo io — the database and the sending live in one place.
- Best for list building at scale: Clay — TAM Sourcing builds a list of companies in minutes.
🎯粘土替代品
正在寻找粘土的替代品？以下是一些最佳选择：
- 🚀 Apollo io： Huge built-in contact database with sequencing included, so smaller teams get sourcing and sending in one outreach tool.
- 🏢 ZoomInfo： Enterprise-grade firmographic depth and intent data, built for large sales team rollouts with strict data governance needs.
- 🔧 Make.com： General workflow automation across thousands of apps, useful when your process reaches well beyond lead generation.
- ⚡ Floqer： Lighter AI powered research and enrichment at a lower entry price, aimed at small teams learning list building.
- 💰 幻影克星： Scrapes LinkedIn profiles and social platforms cheaply, great for founders who mostly need raw list extraction.
完整列表请参见我们的 Clay alternatives 指导。
⚔️ 粘土对比
Here is how Clay stacks up against each competitor:
- Clay vs Apollo io： Apollo io owns the database. Clay wins when you need custom research and enrichment across many data sources.
- Clay vs ZoomInfo： ZoomInfo has deeper intent data. Clay costs far less and lets you manipulate data however you want.
- Clay vs Make.com： Make.com automates anything. Clay is purpose-built for lead generation workflows and enrichment, so setup is much faster.
- 克莱对阵弗洛克： Floqer is cheaper to start. Clay has more data sources, better templates, and a far bigger community.
- 克莱对战幻影破坏者： PhantomBuster scrapes well. Clay adds scoring, waterfall enrichment, and messaging on top of the same raw data.
Start Using Clay Now
You learned how to use every major Clay feature:
- ✅ Account and Lead Scoring
- ✅ Claygent
- ✅ 电子邮件查找器
- ✅ Formula Generator
- ✅ Signal Setup
- ✅ Sculptor
- ✅ Growth Marketing Engine
- ✅ Automated Inbound
- ✅ TAM Sourcing
下一步： 选择一项功能，立即试用。
Most people start with TAM Sourcing to find companies worth contacting.
It takes less than five minutes to start building your first table.
常见问题解答
How much does Clay com cost?
Clay starts free at $0/month. Paid plans run $134/month for Starter, $314/month for Explorer, and $720/month for Pro. Enterprise uses custom credits.
How hard is it to learn Clay?
Most people learn Clay in a weekend. The clay app looks like Google Sheets, so if you can build a spreadsheet you can build a table.
How to use Clay AI?
Add a Claygent column, write your research question in plain English, and run it. Clay reads each company website and returns relevant information per row.
Is Clay.com worth it?
Yes, if you send cold emails weekly. Clay replaces several enrichment tools and cuts manual data entry. Light users should stay on the free plan.
How to use Clay in sales?
Source a list of companies, enrich it, score every account, then write personalized messages with Sculptor. Export data to your CRM and send emails.
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