The SDR Outbound Workflow: Clay, Outreach, and Heyalo
How to combine Clay for data enrichment, Outreach for sequencing, and Heyalo for real-time meeting intelligence and automated follow-up in one SDR workflow.
The Clay-Outreach-Heyalo workflow combines data enrichment, email sequencing, and live meeting intelligence into one SDR pipeline. Clay aggregates prospect data from 50+ providers. Outreach manages multi-channel sequencing and scheduling. When a prospect books a meeting, Heyalo surfaces signals during the call and auto-generates the follow-up draft. Each tool handles a different stage of the pipeline.
What tools are in this stack?
How does this workflow operate?
Source and enrich leads in Clay
Build a prospect list using Clay's data enrichment. Pull company size, tech stack, recent funding, and contact details from multiple providers in one table.
Push enriched leads to Outreach sequences
Export Clay data to Outreach to trigger personalized email and call sequences. Clay's enrichment fields (company news, tech stack) feed directly into Outreach email variables.
Prospect books a meeting
Outreach's scheduling link routes the prospect to a calendar booking. Heyalo detects the new meeting on your Google Calendar and delivers a pre-meeting brief to Slack with attendee context and prior conversation history.
Heyalo works during the live call
During the discovery call, Heyalo surfaces buying signals, objection counters, and real-time research in a private intelligence panel. The prospect context you gathered in Clay is fresh in your mind from the Slack brief. No bot joins the meeting.
Heyalo generates the follow-up
After the call, Heyalo auto-generates a structured recap with deal signals, action items, and a follow-up email draft. The rep reviews and sends, then logs outcomes to the CRM.
What are the benefits of this stack?
Research once, use everywhere
Clay does the enrichment. Outreach personalizes the sequence. Heyalo's Slack brief surfaces prior conversations and attendee context. The rep walks into the call prepared without switching tabs.
Higher personalization at scale
Clay's enriched data feeds Outreach email variables. Heyalo's live intelligence catches what the prospect says and connects it to prior conversations. Every touchpoint is specific.
Post-call admin in seconds
Heyalo auto-generates a recap with deal signals, action items, and a follow-up draft. The rep reviews it and updates the CRM with structured data instead of manual notes.
Frequently asked questions
What is the Clay-Outreach-Heyalo workflow?
It is a three-tool sales stack that handles lead enrichment (Clay), prospect engagement (Outreach), and meeting intelligence (Heyalo). Clay enriches leads, Outreach sequences them, and Heyalo surfaces signals when the prospect books a call.
Does Heyalo integrate directly with Clay or Outreach?
Heyalo connects via calendar integration. When a prospect books a meeting through an Outreach scheduling link, Heyalo detects it on the calendar and activates pre-meeting prep and live intelligence. Clay data is available via Heyalo's web research capabilities.
Does a bot join the discovery call?
No. Heyalo captures audio privately in the browser with no bot joining the call. The prospect sees only the video meeting. Heyalo's intelligence panel is visible only to the rep.
What does this workflow cost?
Clay pricing starts at $149/month for the Starter plan. Outreach pricing is custom (typically $100-150/user/month for enterprise). Heyalo costs $49/seat/month with a free tier (3 meetings/week). Total for a single SDR: approximately $300-350/month.
Ready to try Heyalo?
No install. No bot joins. Works on your next call.