🎁 Power User Playbooks: The Ultimate Collection of Clay, n8n, Make & Zapier (FREE DOWNLOAD)

*Please note this is a working doc and is constantly getting edited.

Hey {{first_name | Team}},

We get questions about various things all the time. So here are 3 things you might be finding tricky (and how to absolutely nail them)...

1. Creating smarter workflows without the mess

*All prompts in the Power User Playbook

The tricky bit: Everything gets pushed through Clay webhook automatically.

How to ace it: Set up filtering columns in Clay first. Create a "ICP Assessment" column that prompts AI to check all the data we send through.

Elite level: Build multi-stage Clay workflows with different webhook endpoints for hot leads, nurture, and competitive intel.

2. Getting Trigify data into your CRM (the easy way)

The tricky bit: You want direct Salesforce/HubSpot integration.

How to ace it: Build a simple Trigify → Webhook/Clay → CRM automation that runs daily. Push only qualified leads.

Elite level: Create dynamic lead scoring that tracks engagement patterns over time. Set up Slack alerts for high-intent prospects and trigger personalised sequences.

3. Knowing which feature to use when

The tricky bit: Profile Engagement vs Listening feels overwhelming vs Database searches.

How to ace it:

  • Profile Engagement = Track specific people

  • Social Listening = Track specific keywords in queries.

  • Database searches = Not for volume or expansive listening but great for testing new audience types and making quick lists to trial in specific flows.

Elite level: Stack them. Use Listening for trending topics, Profile Engagement for key players, build specialised workflows for each one.

Got a clever Trigify hack? Hit reply and share it.


Max Mitcham,
CEO / Founder, Trigify

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📅 10th July, 2025 🕚 4:00 PM UK Time / 11:00 AM New York Time

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