I will setup clay, clay com automation, instantly ai apollo io and hubspot crm workflow


About this gig
Cold outreach only works when data, personalization, automation, and CRM tracking work together. Most setups fail because these pieces are disconnected.
I will design and implement a complete outbound automation system using Clay, Clay.com automation, Instantly AI, Apollo.io, and HubSpot CRM, tailored to your business and ideal customer profile.
What I Will Set Up for You:
- Lead sourcing and filtering with Apollo.io
- Clay workflows for data enrichment and personalization
- AI variables (role, company, tech stack, intent, keywords)
- Instantly AI campaign setup and sending logic
- Email warm-up, deliverability, and domain safety
- HubSpot CRM pipelines, deal stages, and automations
- Lead syncing, reply tracking, and status updates
What This Solves:
- Low reply rates
- Manual lead management
- Messy or unused CRM
- No visibility into results
This service is ideal for B2B SaaS, agencies, consultants, coaches, recruiters, and service providers who want a scalable outbound system that runs automatically.
Message me before ordering so I can understand your goals and design the right workflow.
Get to know Bruce T
Clay Automation, B2B Lead Generation Expert, Cold Email and Deliverability Pro
- FromUnited States
- Member sinceJan 2026
- Avg. response time2 hours
- Last delivery4 weeks
Languages
English, Spanish, Italian, German, Dutch, French, Estonian, Irish, Greek, Russian, Portuguese, Romanian
My Portfolio
FAQ
What exactly will you set up?
I build a complete outbound workflow, starting from lead sourcing to CRM tracking. This includes: • Targeting your ideal customers in Apollo • Enriching leads in Clay with real business data • Personalizing outreach at scale • Sending emails through Instantly • Tracking replies, leads, and deal
Is this service suitable if I’m new to cold email?
Yes. I design the system so it’s easy to manage, even if you’re new. I also explain how each part works and provide guidance so you’re confident using it after delivery.
Will you help define my Ideal Customer Profile (ICP)?
Yes. If you’re unsure about targeting, I help you define: • Industry • Job titles • Company size • Geography • Buying signals Good targeting is critical, and I make sure this is done correctly.
Do I need paid accounts for these tools?
Yes. You will need active accounts for Clay, Instantly AI, Apollo.io, and HubSpot CRM. I can recommend the most suitable plans based on your needs.
Can you guarantee leads or sales?
No one can guarantee results. However, this system gives you a strong, proven foundation for generating replies, meetings, and pipeline growth when combined with the right offer and targeting.
How is HubSpot CRM integrated into the workflow?
I connect all tools directly to HubSpot CRM so contacts, replies, and deal stages are automatically updated. This gives you full visibility into leads, conversations, and conversions without manual work.

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