The problem this solves
Most Clay problems later — sprawl, unclear ownership, accidental CRM writes — trace back to setup choices made in week one.
Common situations
- Your team just bought Clay and wants it built right the first time.
- An existing workspace has grown messy and needs a clean re-structure.
- Multiple teams will share one workspace and need boundaries.
Typical scope
- Workspace structure (tables, workbooks, naming, ownership)
- Provider connections and key management
- First production workflows with monitoring
- CRM connection designed with write rules
Systems involved
Clay, your CRM (Salesforce/HubSpot), data providers, webhooks.
Deliverables
- Documented workspace architecture
- Configured workflows with error monitoring
- Field map and write-rule documentation
- Runbook for ongoing operation
What we need from you
CRM in use, data sources, monthly record volume, who owns the workspace.
Technical considerations
Permissions and CRM write rules should be agreed before any build — retrofitting them is the most common rework cause.
How the request process works
- Submit the project form with your requirements (about 5 minutes).
- The CFE team reviews it and responds with scope and next steps.
- If there is a fit, you get a scoped proposal; if not, an honest referral to a better-fit resource.
Request this service
Describe your project — the form carries this service selection automatically.