Run cold outreach (Top 50 of 247)

You’ll need

Google/Microsoft/email account for signup · Company name (or 'no website' option) · Email inbox to connect for outreach (Gmail/Outlook)

Worth knowing

On the free plan, full contact names/details are blurred until you upgrade, and you can only select/save leads in small batches (e.g. 25 at a time) plus verified emails aren't real-time verified.

Summarized from community tutorials

You’ll need

Website or blog to embed the funnel · WordPress/Google Sites (for embedding, optional)

Setup

about 5 min

Summarized from community tutorials

Also runs on

Desktop app

You’ll need

WhatsApp account (to link via QR code) · Google account or email (for sign-up) · Windows or Mac PC (desktop client)

Summarized from community tutorials

You’ll need

ATS account (Recruiterflow or Tracker) · API key from the ATS provider · Job description on file · Candidate resume

Summarized from community tutorials

You’ll need

Existing lead list or CRM export (optional) · Cold-email sending tool (e.g. Smartlead, Instantly) · Company/LinkedIn URLs for AI enrichment steps

Worth knowing

Leaving Clay's 'auto update' toggle on re-runs columns on every edit and can silently burn through paid credits.

Summarized from community tutorials

You’ll need

CRM/outreach tool to push sequences (e.g. Outreach, Salesfor

Summarized from tutorials, including the vendor’s own

You’ll need

LinkedIn account · Work email or Google/Microsoft account

Summarized from community tutorials

You’ll need

Copy.ai account (email or Google sign-up)

Worth knowing

Free plan is capped at 2,000 words/month and runs on the older, lower-quality GPT-3 model versus paid GPT-4 access.

Summarized from tutorials, including the vendor’s own

Also runs on

Mobile app

You’ll need

Business phone number · ATS/CRM account (e.g. Create) for integration · Job descriptions to feed AI screening questions

Summarized from community tutorials

You’ll need

Hoppy Copy account · Basic brand/audience details to fill in forms

Summarized from tutorials, including the vendor’s own

You’ll need

Google account (for Sheets add-on) · Dataset to upload (Excel/CSV) · Google Search Console (for SEO use case)

Summarized from community tutorials

You’ll need

CRM integration (e.g. Follow Up Boss) · Existing leads database · Real estate agent/team business · Website built on Squarespace

Summarized from community tutorials

Also runs on

Chrome extension

You’ll need

LinkedIn account · Business email account(s) · Company website URL (for AI pitch) · Chrome browser (extension for LinkedIn import)

Summarized from tutorials, including the vendor’s own

Also runs on

Chrome extension

You’ll need

Work email for signup · Chrome browser for sourcing extension · LinkedIn account for candidate sourcing

Worth knowing

Advanced analytics/reporting and some integrations are gated behind an upgraded plan beyond the free tier.

Summarized from tutorials, including the vendor’s own

Also runs on

Self-hosted

You’ll need

Docker installed · OpenAI API key · Google Cloud + Pinecone API keys · Company website for onboarding · Email account to connect

Summarized from community tutorials

You’ll need

LinkedIn account (manual data export) · Gmail account · Colleagues to invite into a group

Summarized from community tutorials

You’ll need

Sending email accounts/domains (own or purchased) · CSV lead list to import · PlusVibe account (plusvibe.ai) · Optional: own OpenAI key for AI personalization

Worth knowing

Real sending capacity still requires buying/warming separate email accounts and domains from another provider (e.g. Inframail) — PlusVibe orchestrates and warms them but doesn't supply inboxes itself;

Summarized from community tutorials

You’ll need

Close CRM account · Sales process/qualifying questions ready · Phone number (auto-provisioned in Close) · Calendar connected (e.g. Google Calendar) for bookings

Setup

about 5 min

Worth knowing

Initial 3-4 minute setup call produces a rough agent (generic opener, hesitant closing) that needs several rounds of test-call-and-feedback before it sounds natural, and the agent won't activate until

Summarized from tutorials, including the vendor’s own

You’ll need

Email address to sign up · TradingView account (for webhooks) · Broker account with partner broker for live trading

Worth knowing

Backtesting only covers the last 90 days of data, and the tool skips new setups while a prior trade in the same strategy is still open.

Summarized from community tutorials

You’ll need

HubSpot account · Breeze Studio access · CRM records/knowledge docs to feed it

Worth knowing

An assistant's answers are only as good as the knowledge (CRM records, files, web access) you manually scope it to — a good prompt alone isn't enough, and giving it open web access risks hallucinated

Summarized from tutorials, including the vendor’s own

You’ll need

Google, Microsoft, or email account · CSV file to bulk-import contacts · LinkedIn account (for LinkedIn steps)

Summarized from tutorials, including the vendor’s own

Also runs on

Slack

You’ll need

CRM account (e.g. HubSpot) · Slack workspace · Website tracking script (JS snippet) · LinkedIn account (for outreach) · Email mailbox connection

Setup

about 3 min

Summarized from community tutorials

You’ll need

Live company website with traffic · CRM connected (e.g. Salesforce) · Outreach/email sending tool integration

Summarized from tutorials, including the vendor’s own

You’ll need

Nowsite account (web dashboard login) · AI business profile created first

Setup

about 1 min

Summarized from community tutorials

You’ll need

Kommo CRM account · WhatsApp Business API, Instagram, or Messenger channel · Knowledge base source (URL/PDF/text)

Worth knowing

Voice/audio messages sent by the client break the AI agent, which stops responding until the conversation is closed and reopened.

Summarized from tutorials, including the vendor’s own

Also runs on

Chrome extension

You’ll need

Email account (Gmail, Office 365, Zoho, or IMAP/SMTP) · CRM for lead import (HubSpot, Salesforce, Pipedrive, Zoho) -

Summarized from tutorials, including the vendor’s own

You’ll need

Email account (Gmail or custom domain) · App password / IMAP-SMTP credentials · Google Sheet with lead list (for autosync)

Worth knowing

Autofetch only pulls new leads from your Google Sheet on a ~24-hour cycle (or manual sync) - leads removed from the sheet are NOT automatically removed from an already-launched campaign.

Summarized from community tutorials

You’ll need

Element451 account/login · Institution CRM data (student contacts)

Summarized from tutorials, including the vendor’s own

You’ll need

hireEZ account with an active sourcing project · Job description / search filters already entered · Recruiter's calendar connected for scheduling · Candidate resume (for the applicant-side flow)

Summarized from tutorials, including the vendor’s own

You’ll need

Leads list or ICP filters · Brand/persona info (voice, pain points) · Booking link for meetings · Email mailboxes to send from

Summarized from tutorials, including the vendor’s own

You’ll need

Define target company criteria (industry, size, country) · List of qualification questions for AI to check

Summarized from tutorials, including the vendor’s own

You’ll need

Existing product/service to sell · Sign a statement of work · Complete onboarding form + call

Summarized from community tutorials

You’ll need

Company content (blog posts, website URL, files) · Target persona / ICP definition · CRM data (optional, for personalization)

Summarized from tutorials, including the vendor’s own

You’ll need

Email account (for auto-capture) · Calendar account (for meeting capture) · Video meeting tool for call recording (optional)

Worth knowing

Integration library is still growing, reporting is basic compared to mature CRMs, and there's no app marketplace yet.

Summarized from tutorials, including the vendor’s own

Also runs on

Chrome extension

You’ll need

Existing CRM leads/contacts · Connected email inbox · Connected LinkedIn account · Clearly named CRM lists & pipeline stages · Calendly integration (for call-booking detection)

Setup

about 15 min

Summarized from tutorials, including the vendor’s own