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Clay for your phone line: look up leads and run research during calls.

Connect Clay to AgentCalls and your agent can search people and companies, run Clay routines, and check results while it is on the phone. A caller asks about a prospect, and the agent pulls the right company or contact from your Clay workspace and reads back the details. After the call, it can start enrichment routines on new leads so your tables stay current. Connect Clay with your own credentials from its settings, and the agent works only inside your workspace.

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What your agent can do with Clay

  • Search people and companies in Clay by role, industry, location or company size
  • Run a Clay routine on new leads from a call and check when it finishes
  • Read back enrichment results like company size, funding or contact details during the call
  • Confirm the Clay user and workspace the agent is connected to before it acts

Clay exposes 6 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound sales question

  1. Caller

    Hi, I'm calling from Brightline Logistics. Do you have anyone at Harbor Freight Partners I should talk to?

  2. Agent

    Let me check. Give me a moment while I search our Clay workspace for Harbor Freight Partners.

  3. Agent

    I found two operations leads there. Maria Chen is their Director of Operations, based in Newark. Would you like me to book a call with her team this week?

  4. Caller

    Yes, Thursday afternoon would work.

  5. Agent

    Thursday at 2:30 pm your time is open. I've noted the request and sent the details to the sales team.

Lead enrichment after a call

  1. Caller

    We also need someone to look into Kestrel Dental Group. They're expanding into Texas.

  2. Agent

    I'll start a Clay routine on Kestrel Dental Group now to pull their latest locations and contacts.

  3. Agent

    The routine is running. It usually finishes in a couple of minutes, and I'll confirm the results with you before we end the call.

  4. Agent

    Done. Kestrel now shows nine locations, with four in Texas, and a current operations contact. I've added them to your Clay table.

Outbound follow-up

  1. Agent

    Hi Daniel, this is calling from Northbay Accounting. I'm following up on the company profile you requested last week.

  2. Caller

    Oh right, did you find anything on Summit Peak Builders?

  3. Agent

    Yes. Summit Peak has 38 employees, is headquartered in Denver, and was founded in 2011. I can send you the full profile by email.

  4. Caller

    Please do, and set up a follow-up for Friday morning.

  5. Agent

    Friday at 9:00 am is booked. The profile will be in your inbox shortly.

How to connect Clay

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Clay

    From Integrations in the dashboard, choose Clay and enter the connection details from your Clay account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Clay actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

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All CRM & sales integrations

Questions, answered.

Does the agent use Clay during the call or after it?

Both. During a call, your agent can search Clay and read back results. After a call, it can start Clay routines on new leads so the data is ready for your team.

What does my business need to connect Clay?

You need a Clay account and your own credentials from Clay's settings. Sign in to the AgentCalls dashboard, open Integrations, and connect Clay. The agent then works inside your workspace only.

Which plan includes the Clay integration?

Integrations, including Clay, are included from the Growth plan.

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Put your agent to work with Clay.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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