Transform your sales, lead gen and RevOps with AI - Blog

Horacio Lopez isn't just dabbling with AI. He’s using it to fundamentally transform how sales and revenue operations work at Replit.

In a recent workshop, Horacio gave us a behind-the-scenes look at his full workflow, breaking down how he combines AI tools like Clay and Replit to automate everything from lead generation to technical integrations.

Whether you're in sales, RevOps, or just want to know how AI can make your workflows more efficient, this session is one to watch and packed with practical insights and workflows.

Here’s a sneak peek into what Horacio explored with us.

Automating outbound prospecting with Clay: A step-by-step guide

If you’ve ever spent hours researching leads or manually creating prospect lists, Clay can eliminate a lot of this manual work. Clay takes the concept of a spreadsheet and supercharges it with AI and data enrichment capabilities.

In the session, Horacio demonstrated live exactly how to use Clay to build a highly targeted list of prospects.

His workflow went like this:

Step 1: Create a list of target companies.

Horacio started by pulling a list of companies attending the HubSpot Inbound conference from a directory. Clay works much like a spreadsheet, allowing you to upload or create lists of companies, prospects, or leads.

Step 2: Enrich your data.

Once you have the companies, you need more details about the people who work there. This is where Clay's enrichment feature comes in. Clay allows you to automatically pull in more data, such as the LinkedIn profiles of employees, recent posts, job titles, and more.

In Horacio’s workflow, he used the LinkedIn posts of these employees to filter for people who were attending the conference. He explained:

“We start by creating a list of companies. Then, Clay pulls in LinkedIn posts to check if they’ve mentioned the conference.”

Clay’s ability to enrich data without manually searching is one of its biggest strengths. You simply set up a few filters and let the AI do the heavy lifting. In this case, Horacio set Clay to look for specific keywords like "HubSpot" or "Inbound" in recent LinkedIn posts from these employees. This immediately narrowed down his list to the most relevant prospects.

Step 3: Use AI for deeper insights.

Horacio didn’t stop at LinkedIn posts—he used Claygent, a feature of Clay that acts as a web researcher, to analyze company websites. He set Claygent to check if companies offered technical services like API integrations or migrations, a critical factor in determining whether they were a good fit for Replit’s tools.

To do this, Horacio set up a specific prompt that directed Claygent to visit company websites, scan for mentions of APIs or integrations, and return a "true/false" value indicating if they were a fit. He shared:

“This prompt makes sure the AI doesn’t get distracted by irrelevant mentions and only pulls data about technical services. It’s like having a research assistant who checks every corner of a website for you.”

Using these combined features, Horacio’s workflow was able to not only create a lead list but also prioritize companies that were more likely to benefit from Replit’s product offerings.

Turning inbound leads into opportunities with Replit AI

Outbound prospecting isn’t the only area where AI can make a huge difference. Horacio also shared how he uses Replit to automate inbound lead processing and follow-ups. If you’ve ever wanted to automate the tedious work of managing inbound leads and get more out of every visitor, this section is for you.

Step 1: Build a landing page with AI.

Horacio began by using Replit to build - in real time - a landing page that captures inbound leads. It was designed to collect details like name, email, and message, and then it directed users to book a meeting via Calendly.

It literally took a few minutes to build thanks to Replit’s AI capabilities. Horacio prompted the agent to build a landing page with fields for capturing lead details. His prompt was simple but detailed, covering everything from design elements to the meeting link.

After the first version of the page was built, Horacio used the AI chat to tweak the page. For instance, he noticed that the message field was missing and quickly prompted the AI to add it. This approach shows how you can continuously improve AI-generated work without needing deep coding knowledge.

Step 2: Automate the lead qualification process.

Horacio then moved on to automating the lead qualification process. Once someone submits the form, Clay’s AI automatically analyzes whether that lead is a good fit by checking various data points (like company information) in real time.

Horacio showed how he could connect this inbound process to Clay’s data enrichment, meaning that every new lead was automatically enriched with LinkedIn data, giving his team immediate insights into their potential value:

“We use Replit AI to create the inbound form, but then we feed that data into Clay for enrichment. This way, we immediately know if a lead is worth pursuing based on their LinkedIn profile.”

The combination of AI-generated forms and real-time data enrichment meant that Horacio’s team could focus on high-value leads without wasting time on unqualified prospects.

Combining AI tools for a seamless workflow: Real-world example

Horacio wrapped up the session by explaining how these tools work together to create a seamless workflow from outbound to inbound. Here’s a look at how the pieces fit:

Outbound with Clay: Start by using Clay to generate and enrich outbound lists, ensuring you're targeting the right people.
Inbound with Replit AI: Use Replit AI to automate the capture and qualification of inbound leads. Connect the data back to Clay for enrichment.
Automation for follow-ups: Once the lead list is enriched, Horacio uses Replit AI to automate follow-up emails, ensuring that no lead falls through the cracks.

This combination of tools allows for a fully automated sales pipeline, where data flows between systems seamlessly and human effort is only required at high-value decision points. As Horacio said:

“When you link these tools together, the AI handles all the tedious work. You only step in when something truly requires your attention.”

Conclusion: How you can get started with AI in RevOps

Horacio’s session provided a clear roadmap for anyone looking to leverage AI in sales or RevOps. The tools are out there, and with a bit of effort, you can create workflows that save hours of manual work while improving your lead generation and qualification processes.

If you want to dive deeper into Horacio’s exact workflows and learn how to implement these tools for yourself, watch the full recording of the workshop. You’ll walk away with actionable strategies to revolutionize your sales pipeline.

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