wiki/knowledge/integrations/clay-credit-management.md Layer 2 knowledge 373 words Updated: 2026-04-05
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clay integrations sales lead-generation workflow

Clay Credit Management & Subscription Planning

Overview

Clay is used for intent research and contact list building as part of the outbound sales workflow. The standard subscription tier provides 10,000 credits per billing cycle. Credits are consumed quickly when running multiple projects in parallel, so active monitoring and renewal planning are essential.

Credit Structure

Item Detail
Subscription limit 10,000 credits
Overage behavior Must purchase additional credits once limit is reached
Renewal cadence Per subscription cycle (exact dates tracked separately)

Primary Credit Consumers

  1. Intent research — pulling company and contact data based on ZoomInfo intent scores (e.g., identifying targets like FastSigns)
  2. List building — generating contact lists for specific campaigns or stakeholder requests (e.g., lists requested by Sebastian)

Monitoring & Planning Guidance

Observed Usage Pattern

In one cycle, nearly all 10,000 credits were consumed by a combination of Jacob's intent-based outreach research and several lists requested by Sebastian, leaving only ~397 credits. This suggests the 10,000-credit tier may be undersized if list-building requests remain frequent.

"Our subscription's 10,000, right? So if we get above 10,000, we're going to need to spend more money." — Mark Hope

Clay sits in the middle of the outbound research pipeline:

ZoomInfo (intent signals) → Clay (contact enrichment & list building) → HubSpot (outreach tracking) → Claude (email drafting)

See also:
- [1]
- [2]

Action Items (from source meeting)