Home office

Send enriched LinkedIn leads to your CRM, without having to leave LinkedIn. See how sales reps can build lead lists 8x faster without ever having to touch Clay.

This playbook will show you how to: 

✅ Sync & Enrich LinkedIn leads with Clay data to CRM

✅ De-dupe contacts against your CRM (SFDC or Hubspot)

✅ Automatically map Clay data points to CRM fields


What you'll build at a glance

1. A rep‑friendly LinkedIn → Clay → CRM flow that checks CRM first for existing contacts & accounts, enriches only when needed, and routes to the correct owner/campaign/cadence.
2. Bulk handling for multiple records at a time.
3. Admin controls for credit usage, user attribution, history, and table access.

Home office

Flawed existing solutions

Most teams patch together Sales Navigator, enrichment extensions, CSV downloads and complex tools just to move leads into their CRM.

The Problem(s)? 

🔹 Duplicate records and wasted Clay credits. Teams want a CRM lookup first and to skip re‑enrichment in Clay if a contact was processed recently.
🔹 RevOps bottlenecks. Sales reps wait on RevOps; Clay is powerful but not always “digestible” for sales reps. They want to be able to add leads to CRM in a self‑service way.
🔹 Routing complexity. Leads must land with the right owner, campaign, and Salesloft/Outreach cadence—often requiring tags at export.
🔹 Data quality & compliance preferences. Validate before CRM entry; prefer business emails; use Clay’s waterfall for phone/title accuracy.
🔹 Control & visibility gaps. Admins need credit usage controls/logs, user attribution, rep activity history, and the ability to restrict tables.

Reps spend a lot of time manually filling in data, credits get burned re‑enriching and CRM quality decays. With Exportly, you can now easily export LinkedIn leads in one-click while browsing LinkedIn straight into your CRM via Clay tables.

The new way to auto-sync

LinkedIn leads to CRM

This is a single flow that starts at LinkedIn, checks CRM first, enriches only when needed using Clay, and then maps fields, routes ownership, tags, and attaches the right campaign/cadence before pushing to Salesforce/HubSpot. Reps can use it to prospect on LinkedIn with Exportly, without needing any Clay expertise  - while admins get maximum control and visibility into how data is being orchestrated and enriched.

How it works:


1. Open a contact or company anywhere on LinkedIn or Sales Navigator.

2. Click on the Exportly Chrome extension button.

3. Enrich your lead (or multiple leads at once) directly from within LinkedIn or Sales Navigator.

4. Send the lead(s) to your CRM with one-click.

Benefits of this workflow: 

1. Rep‑friendly and works directly on LinkedIn.

Harness Clay’s power in an automated workflow that reps can actually use every day without having to login to Clay - thanks to Exportly's easy to use chrome extension for sales reps.

2. Automatic de-duping reduces Clay credit and mess.

Check Salesforce/HubSpot first; skip re‑enrichment if a record was already processed. That means fewer dupes, fewer wasted credits, cleaner CRM.

3. Send in bulk, save your reps time.

Move 100+ people at once. Save SDRs hours a day so they can keep their momentum and ops keeps their sanity.

4. Better data, better deliverability.

Validate before CRM entry, prefer business emails, and lean on Clay’s waterfall for stronger phone/title coverage.

5. Correct routing (automatically) 

Apply tags, map fields, set owner, attach to campaign, and pick the right cadence (Salesloft/Outreach) so prospects don’t vanish into the wrong program.

6. Governance admins trust

Limit expensive phone enrichment, monitor credit usage history, track who imported what, and restrict tables to protect data integrity.

7. Consolidate tools and save

Replace overlapping extensions/workflows (ZoomInfo/Lusha/Cognism) with one flow, reducing cost and context switching.