A Clay play for each kind of competitor activity.
New pipeline, open deals, closed-lost and renewals. Each template runs Always-on: it surfaces the buyer, drafts the note in your table, routes the owner and hands off to your campaign tool. Refreshed daily.
Built on the surfaces you already run
- Clay
- Claude
- Your CRM
- Slack
New pipeline from their prospects
Competitor evaluations
A named competitor is talking to a buyer at an account not in your pipeline. Turn that into an on-message email the same day.
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Open pipeline a competitor just entered
Deals at-risk
A competitor just entered a deal you’re already working. Brief the owner and multithread before the evaluation hardens around someone else.
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Lost pipeline, back in market
Closed-lost revivals
An account you lost is talking to a competitor again. Reopen the conversation before the choice is made again.
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Renewal pipeline a competitor just entered
Renewals at-risk
A competitor is talking to a customer before the renewal. The CSM gets the save play: an internal alert, not a cold email.
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Every template ships with sample rows and runs in aggregate. Connect your Deal Intelligence API key to populate real activities: named buyers, named accounts, refreshed daily.
Explore FAQs
What are the Deal Intelligence Clay templates?
The Clay templates are prebuilt Clay workflows that turn verified competitor activity into action. Each one takes a verified activity, with the buyer and the competitor named, and runs one Always-on play end to end, every day: surface the buyer, draft the message, route the owner, and hand off to your campaign tool.
How do I use a Deal Intelligence Clay template?
Import the template into Clay, connect the Deal Intelligence HTTP table with your API key, and verified activities arrive as rows. The template handles enrichment, the message, and routing, so the rep or CSM can act the same day.
What do I need to use the Clay templates?
A Clay account and a Deal Intelligence API key. The templates pull verified activities directly from the HTTP table, so there is no manual data entry.
Which plays do the Clay templates cover?
Four: Competitor evaluations, Deals at-risk, Closed-lost revivals and Renewals at-risk. Each template maps to the play tagged on every activity.
Do the Clay templates work with my CRM and Slack?
Yes. The templates route the outcome into Salesforce or HubSpot and can alert the owning rep or CSM in Slack, so the play finishes in the tools your team already uses.
Turn your competitors’ pipeline into yours.
Runs on your own account list. The guarantee: new pipeline, or a competitor found in one of your open deals.
Start a 30-day pilot with an ROI guarantee.