Aayush Jain

Inbound lead qualification · OCT 28, 2026 · 3 MIN READ

Clay

Vital signs

Last release
October 19, 2026Changelog: Product Roundup Week of October 12, 2026 (SCIM provisioning)Source 9
Pricing
PublishedRead October 25, 2026 on the pricing page
Status
Live
Last verified
October 25, 2026
Job
Inbound lead qualification
Fits
11 to 50 people; 51 to 250 people; 250 or more people
Company
Clay Labs Inc.clay.com
Pricing
Free plan; Launch from $185/mo and Growth, with CRM integrations, from $495/mo on monthly billing, 10% less billed annually; Enterprise custom; October 2026Source 1
Integrations
HubSpot, Salesforce, Slack, Pipedrive, Attio, Outreach, Salesloft, Typeform, Snowflake, BigQuery, Databricks, Webhooks and HTTP API
Controls
  • Permissions. Admin and Editor roles, plus Viewer on Enterprise; RBAC, SSO and SCIM are Enterprise only (docs, pricing page) Sources 5, 1
  • Activity log. Every workflow run is recorded with its version, each step's inputs and outputs, timings and errors (Workflows doc) Source 2
  • Undo or drafts. Workflow versions autosave and only a published version fires; the Salesforce guide says Clay's writes can't be undone Sources 2, 3
Data handling and security
Clay's undated AI doc says it holds SOC 2 Type II, complies with ISO 27001, doesn't train models on customer data outside your own workspace and removes a deleted workspace's data after 30 days; its DPA bars using personal data beyond the service. Its privacy policy dates from September 2020.Read October 25, 2026: privacy policy, security page. Sources 6, 8, 7

What it does

Clay is a data enrichment and workflow tool that can score an inbound lead and write the score to HubSpot or Salesforce, once you've built that flow from its parts.

Its Workflows doc lists inbound lead qualification and routing among the common things people build. A run starts when a form, or anything else that can POST to a Clay webhook, sends a lead in.

Clay says it enriches inbound leads with data such as company size, tech stack, job titles and intent signals.

Scoring is a column you add. In Clay's Salesforce lead-scoring guide, formula and AI columns return a number and an A, B or C tier per lead, and an Update record action writes both to custom fields. For HubSpot, Clay's guide writes them to a property.

The Salesforce guide then assigns A-tier leads to an owner by round robin and notifies the rep, "so a hot lead reaches a human fast." Clay's Slack doc lists a "Send message to channel" action for posting each one to a channel as well.

None of the pages I read describes a built-in flag for the leads worth a call today, which is what this job is for. You define it, as a Slack message or a CRM field.

Workflows is in open beta, the doc says, and you turn it on from your workspace settings.

Who it fits

Clay fits a company of more than 10 people with a RevOps or GTM engineer to build and maintain the flow, and a budget for the Growth plan or above.

I'd shortlist Clay if you already use it for outbound data.

Without a builder, I think one of the more packaged inbound lead qualification agents is a shorter path, or you can weigh having one built to your rules.

Limitations

Clay's Inbound SDR Agent, which Clay says asks leads qualifying questions by voice, wasn't on sale in October 2026. Its page has a waitlist and says it "ships in phases starting Fall 2026".

Clay's roles doc says table-level view restriction isn't supported, so members can see every table once they're invited to a workspace.

On Clay's HubSpot App Marketplace listing, 17% of ratings were one star in October 2026, and the listing names a "Pro+ plan" that the current pricing page doesn't list.

Clay's post on its own inbound process says personal emails are "a lot harder to enrich", which matters if many of your form fills use personal addresses.

Evidence of real use

  • Independent users · Rating · October 2026

    HubSpot App Marketplace: 3.8 of 5 from 18 ratings and 12K installs, read October 25, 2026

    Source 16

  • Independent users · Review · September 2026

    Tooliverse, aggregating 285 reviews on 4 platforms: a steep learning curve in 78 of them, unpredictable credit costs in 56

    Source 17

  • Press and analysis · Review · October 2026

    ZoomInfo, which sells a competing product, cites G2 at 4.6 of 5 from 234 reviews; G2's own page could not be read

    Source 18

  • Press and analysis · Press · September 2026

    BetaKit and Verdict: a $115M Series D at a $7.1B valuation; Verdict says Clay reports more than 17,000 customers

    Sources 21, 22

  • Vendor documentation · Case study · October 2026

    Clay case studies: every ElevenLabs inbound lead goes through Clay, with first touch in under five minutes; Anthropic auto-enriches inbound leads

    Sources 19, 20

  • Vendor documentation · Case study · April 2026

    Clay's post on its own inbound process: form fills land in a Clay table and a Slack post lists each lead's use case and source

    Source 23

How it scores: 21 of 35

CriterionScoreWhy
Job fit and output quality3 of 5Docs show form leads enriched, tiered A/B/C, written to HubSpot or Salesforce, sent to Slack; you assemble it; Workflows is in beta; voice agent waitlisted
Setup time2 of 5Tooliverse finds a steep learning curve in 78 of 285 reviews; Clay's scoring guides are multi-step, and the Salesforce one says to try a test environment first
Price at small-business scale2 of 5A free plan, but CRM integrations and webhooks start at Growth, from $495 a month on monthly billing in October 2026; Growth top-ups cost a 30% premium
Controls3 of 5Admin, Editor, Enterprise Viewer roles; RBAC, SSO, SCIM on Enterprise; runs logged; docs show no approvals or review queue; Salesforce writes can't be undone
Integrations5 of 5Docs list HubSpot and Salesforce create and update, a Salesforce upsert, Slack and webhooks; pricing page adds HTTP API, Snowflake, BigQuery, 150+ providers
Security evidence3 of 5AI doc states SOC 2 Type II, ISO 27001 compliance, 30-day deletion, no training outside your workspace; I couldn't read the trust center; privacy policy 2020
Independent user evidence3 of 5HubSpot Marketplace 3.8 from 18 ratings; an aggregator of 285 reviews; G2's 4.6 from 234 seen only via ZoomInfo, a competitor, as G2 could not be read

Job pages order their shortlists by the total out of 35; the methodology page lists the criteria and explains the evidence labels.

Sources

  1. 1.
    Clay, Pricing

    Vendor · Read October 25, 2026

  2. 2.
    Clay University, Workflows

    Vendor · Read October 25, 2026

  3. 3.
    Clay, How to set up lead scoring in Salesforce

    June 2026 · Vendor · Read October 25, 2026

  4. 4.
    Clay, How to set up lead scoring in HubSpot

    May 2026 · Vendor · Read October 25, 2026

  5. 5.
    Clay University, Roles and permissions

    Vendor · Read October 25, 2026

  6. 6.
    Clay University, AI in Clay

    Vendor · Read October 25, 2026

  7. 7.
    Clay, Privacy policy

    September 2020 · Vendor · Read October 25, 2026

  8. 8.
    Clay, Data Processing Agreement

    Vendor · Read October 25, 2026

  9. 9.
    Clay, Product Roundup Week of October 12, 2026

    October 2026 · Vendor · Read October 25, 2026

  10. 10.
    Clay University, HubSpot integration overview

    Vendor · Read October 25, 2026

  11. 11.
    Clay University, Salesforce integration overview

    Vendor · Read October 25, 2026

  12. 12.
    Clay University, Slack integration overview

    Vendor · Read October 25, 2026

  13. 13.
    Clay, Inbound SDR Agent

    Vendor · Read October 25, 2026

  14. 14.
    Clay, Inbound enrichment

    Vendor · Read October 25, 2026

  15. 15.
    Clay, Integrations

    Vendor · Read October 25, 2026

  16. 16.
    HubSpot App Marketplace, Clay

    Independent · Read October 25, 2026

  17. 17.
    Tooliverse, Clay

    September 2026 · Independent · Read October 25, 2026

  18. 18.
    ZoomInfo (a competitor), Clay review

    October 2026 · Press · Read October 25, 2026

  19. 19.
    Clay, ElevenLabs case study

    Vendor · Read October 25, 2026

  20. 20.
    Clay, Anthropic case study

    Vendor · Read October 25, 2026

  21. 21.
    BetaKit, Clay lands $115-million USD Series D at $7-billion valuation

    September 2026 · Press · Read October 25, 2026

  22. 22.
    Verdict, Clay completes $115m Series D, valued at $7.1bn

    September 2026 · Press · Read October 25, 2026

  23. 23.
    Clay, Set up your full inbound sales process on Clay

    April 2026 · Vendor · Read October 25, 2026

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