Hey, GTM Engineers!

Excited to drop Alex Carsten’s Part 1 of his 2nd guest Claybook.

Alex is a Sr. RevOps Consultant at Go Nimbly - a RevOps agency that reps some serious tech logos such as Rippling, Zenefits, Twilio, Zendesk, Coursera, the list goes on.

👉️ Check out his first guest Claybook on automating custom Gong summaries & follow up. Note: HTTP API was used to connect with Gong, but we now have a native integration.

All of the steps are below with a video walkthrough of the Clay table at the bottom.

Reply to this email and I’ll connect you for the template.

Also be sure to check out Go Nimbly’s RevFest on June 10. They have some killer speakers lined up from Snowflake, OpenAI, Scale Venture Partners, and Ironclad.

✌️ Alex

Guest Claybook from Alex Carstens

Part 1: Automate Lead Intake with Clay, Typeform, Slack, Notion, and Salesforce

Hi there! I’m Alex Carstens, Sr. RevOps Consultant with Go Nimbly. If you've ever wished that inbound lead intake could run itself—from form submission to CRM entry, Slack alert, Notion doc, and opportunity creation—this guide is for you.

Let me show you how we built a workflow that reduces 30 minutes of manual work per lead to under 90 seconds. Using Clay, Typeform, Salesforce, Notion, and Slack, we’ve created a powerful automation that ensures every inbound form gets routed, enriched, and actioned with no lag.

🟢 How It Starts: Typeform Submission

Our process begins with a partner or prospect filling out a Typeform. This form captures essential information: company name, contact info, CRM in use, engagement interests, and more. Clay automatically ingests these responses and parses them into structured columns.

That raw submission? It's the fuel that kicks off a fully automated deal desk process.