{"id":44487,"date":"2026-01-26T11:05:56","date_gmt":"2026-01-26T08:05:56","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=44487"},"modified":"2026-02-12T16:11:08","modified_gmt":"2026-02-12T13:11:08","slug":"how-to-enrich-phone-numbers-via-snov-io-integrations","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/how-to-enrich-phone-numbers-via-snov-io-integrations\/","title":{"rendered":"How to enrich phone numbers via Snov.io &#038; Clay integration"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">This guide shows how to add phone numbers to prospects in Snov.io using the Clay integration, then use calling as a follow-up to email outreach.<\/span><\/p>\n<p><b>This flow works best when:<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You want to start with email, then switch to phone after no replies, and use phone as a backup contact method.<\/span><\/p>\n<div class=\"notification-block note\">\n<div class=\"notification-block__icon\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/ph_circle-wavy-warning.svg\" alt=\"note\" width=\"32\" height=\"32\" \/><\/div>\n<div class=\"notification-block__text\">\n<p><b>What you\u2019ll build:<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Collect prospects in Snov.io or filter by engagement filters \u2192 Enrich phone numbers in Clay \u2192 Sync phone numbers back to a Snov.io list \u2192 Create deals in Snov CRM or sync to Pipedrive for calling workflow<\/span><\/p>\n<\/div>\n<\/div>\n<div class=\"notification-block note\">\n<div class=\"notification-block__icon\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/themes\/knowledgebase-n\/assets\/img\/ph_circle-wavy-warning.svg\" alt=\"note\" width=\"32\" height=\"32\" \/><\/div>\n<div class=\"notification-block__text\">\n<p><b>The stack you\u2019ll need:<\/b><\/p>\n<ol>\n<li><b>Snov.io<\/b><span style=\"font-weight: 400;\"> \u2192 sourcing prospects + email outreach<\/span><\/li>\n<li><b>Clay<\/b><span style=\"font-weight: 400;\"> \u2192 phone enrichment<\/span><\/li>\n<li><b>Pipedrive (optional)<\/b><span style=\"font-weight: 400;\"> \u2192 pipeline + calling + tracking funnel<\/span><\/li>\n<\/ol>\n<\/div>\n<\/div>\n<h2><strong>Step 1. Prepare prospect list<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">In this workflow, you\u2019ll enrich phone numbers in Clay using prospect data from Snov.io.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Go to <\/span><a href=\"https:\/\/app.snov.io\/prospects\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Prospects<\/span><\/a><span style=\"font-weight: 400;\"> and create a list for phone number enrichment. Add new prospects or export recipients from your existing email campaigns.<\/span><\/p>\n<h3><strong>Find new prospects<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Use the <\/span><a href=\"https:\/\/app.snov.io\/database-search\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Database Search<\/span><\/a><span style=\"font-weight: 400;\"> to collect more prospects based on your ICP filters. Snov.io provides all the key data needed for further enrichment.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once your list is ready, export it as a CSV file to use in Clay.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44967 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/export-csv-prospects.png\" alt=\"\" width=\"1600\" height=\"807\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/export-csv-prospects.png 1600w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/export-csv-prospects-300x151.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/export-csv-prospects-1024x516.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/export-csv-prospects-768x387.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/export-csv-prospects-1536x775.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<h3><strong>Export existing prospects from campaigns<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">To keep this workflow efficient, create a list of prospects qualified for calling based on engagement filters. Enrich phone numbers only for leads who showed some interest.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s the example criteria you can use:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">No reply after email sequence<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opened emails (but didn\u2019t reply)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Clicked (but didn\u2019t reply)<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/app.snov.io\/campaigns\/new\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">C<\/span><\/a><span style=\"font-weight: 400;\">ampaigns allow you to filter recipients based on these precise criteria.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Go to the <\/span><b>Recipients<\/b><span style=\"font-weight: 400;\"> tab in your campaign and use the <\/span><b>Filter<\/b><span style=\"font-weight: 400;\"> option. Read this guide on <\/span><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-export-recipient-data-from-campaigns\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">how to export prospects based on engagement<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44968 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/engagement-filters.png\" alt=\"\" width=\"1600\" height=\"759\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/engagement-filters.png 1600w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/engagement-filters-300x142.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/engagement-filters-1024x486.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/engagement-filters-768x364.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/engagement-filters-1536x729.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<h2><strong>Step 2: Enrich phone numbers in Clay<\/strong><\/h2>\n<p><b>Prepare your Clay table<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Create a new table in Clay. Use <\/span><b>Import CSV<\/b><span style=\"font-weight: 400;\"> to upload the file with prospects you exported from Snov.io.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44969 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/import-clay.png\" alt=\"\" width=\"1600\" height=\"807\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/import-clay.png 1600w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/import-clay-300x151.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/import-clay-1024x516.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/import-clay-768x387.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/import-clay-1536x775.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">When your prospect list is ready in Clay, click <\/span><b>Actions <\/b><span style=\"font-weight: 400;\">in the top right. Then search for <\/span><b>Mobile Phone<\/b><span style=\"font-weight: 400;\"> enrichment.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44970 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-dbbdbd68-b116-4b89-9762-6dd83b1b3548.jpg\" alt=\"\" width=\"1600\" height=\"779\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-dbbdbd68-b116-4b89-9762-6dd83b1b3548.jpg 1600w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-dbbdbd68-b116-4b89-9762-6dd83b1b3548-300x146.jpg 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-dbbdbd68-b116-4b89-9762-6dd83b1b3548-1024x499.jpg 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-dbbdbd68-b116-4b89-9762-6dd83b1b3548-768x374.jpg 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-dbbdbd68-b116-4b89-9762-6dd83b1b3548-1536x748.jpg 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><b>Add phone enrichment<\/b><\/p>\n<p><span style=\"font-weight: 400;\">To maximize successful results and reduce manual retry loops, use the waterfall option.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44972 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/mobile-phone-enrich.png\" alt=\"\" width=\"1600\" height=\"807\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/mobile-phone-enrich.png 1600w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/mobile-phone-enrich-300x151.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/mobile-phone-enrich-1024x516.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/mobile-phone-enrich-768x387.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/mobile-phone-enrich-1536x775.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Select <\/span><b>Mobile Phone <\/b><span style=\"font-weight: 400;\">enrichment<\/span> <span style=\"font-weight: 400;\">option in Clay. This checks multiple sources\/providers sequentially until it finds a good number.<\/span><\/p>\n<p><b>Map inputs<\/b><\/p>\n<p><span style=\"font-weight: 400;\">In the <\/span><b>Inputs, <\/b><span style=\"font-weight: 400;\">we already have all the necessary data fields from Snov.io.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prospect\u2019s First Name and Last Name<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Company Name and Domain<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Verified Email Address<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A LinkedIn URL<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44974 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/map-inputs.png\" alt=\"\" width=\"1600\" height=\"807\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/map-inputs.png 1600w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/map-inputs-300x151.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/map-inputs-1024x516.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/map-inputs-768x387.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/map-inputs-1536x775.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><b>Advanced settings<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Clay uses a preconfigured waterfall with default providers. To change it, open <\/span><b>Full configuration<\/b><span style=\"font-weight: 400;\">. There you can adjust validation and turn off providers you don\u2019t need.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44973 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/waterfall-enrich.png\" alt=\"\" width=\"1600\" height=\"807\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/waterfall-enrich.png 1600w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/waterfall-enrich-300x151.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/waterfall-enrich-1024x516.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/waterfall-enrich-768x387.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/waterfall-enrich-1536x775.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Run enrichment for a few prospects. Click the <strong>Start<\/strong> button next to any row in your table.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44975 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-215498e6-1ced-4ce3-9643-add373fadd11.jpg\" alt=\"\" width=\"1600\" height=\"779\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-215498e6-1ced-4ce3-9643-add373fadd11.jpg 1600w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-215498e6-1ced-4ce3-9643-add373fadd11-300x146.jpg 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-215498e6-1ced-4ce3-9643-add373fadd11-1024x499.jpg 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-215498e6-1ced-4ce3-9643-add373fadd11-768x374.jpg 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-215498e6-1ced-4ce3-9643-add373fadd11-1536x748.jpg 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<h2><strong>Step 3: Send phone-enriched prospects from Clay to a Snov.io list<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Now you can send prospects with added phone numbers to your Snov.io list.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Click <\/span><b>Actions<\/b><span style=\"font-weight: 400;\"> at the top and search for <\/span><b>Add prospect to list<\/b><span style=\"font-weight: 400;\"> (Snov.io) action.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44980 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/add-to-list-1.png\" alt=\"\" width=\"1424\" height=\"731\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/add-to-list-1.png 1424w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/add-to-list-1-300x154.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/add-to-list-1-1024x526.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/add-to-list-1-768x394.png 768w\" sizes=\"(max-width: 1424px) 100vw, 1424px\" \/><\/p>\n<p><b>Connect your Snov.io account to Clay<\/b><\/p>\n<p><span style=\"font-weight: 400;\">This action requires a Snov.io account connected to Clay <\/span><span style=\"font-weight: 400;\">via API.<\/span><\/p>\n<p data-pm-slice=\"0 0 []\">To connect your account, go to your <a href=\"https:\/\/app.snov.io\/account\/api\" target=\"_blank\" rel=\"noopener\">Snov.io API settings<\/a>, copy your **API User ID** and **User Secret** and add a connection in Clay.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44977 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-0873e0c7-91de-4fc1-b2bb-441952cacc87.png\" alt=\"\" width=\"1600\" height=\"775\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-0873e0c7-91de-4fc1-b2bb-441952cacc87.png 1600w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-0873e0c7-91de-4fc1-b2bb-441952cacc87-300x145.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-0873e0c7-91de-4fc1-b2bb-441952cacc87-1024x496.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-0873e0c7-91de-4fc1-b2bb-441952cacc87-768x372.png 768w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/image-0873e0c7-91de-4fc1-b2bb-441952cacc87-1536x744.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>Select Snov.io list<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">In the settings, select the Snov.io prospect list you created in <\/span><b>Step 1<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p data-pm-slice=\"1 1 []\">Scroll down and choose the Snov.io list where Clay should send your prospects. If you need a new list, create it in Snov.io first, then refresh the fields for it to appear in Clay.<\/p>\n<p data-pm-slice=\"1 1 []\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44981 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/prospect-list.png\" alt=\"\" width=\"1424\" height=\"731\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/prospect-list.png 1424w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/prospect-list-300x154.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/prospect-list-1024x526.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/prospect-list-768x394.png 768w\" sizes=\"(max-width: 1424px) 100vw, 1424px\" \/><\/p>\n<p><b>Map fields<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Snov.io has separate phone fields for prospects <\/span><b>(Mobile Phone)<\/b><span style=\"font-weight: 400;\"> and companies <\/span><b>(HQ Phone)<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In Clay field mapping, map your <\/span><b>Phone numbers<\/b><span style=\"font-weight: 400;\"> column to the <\/span><b>Mobile Phone<\/b><span style=\"font-weight: 400;\"> field in <\/span><a href=\"http:\/\/snov.io\"><span style=\"font-weight: 400;\">Snov.io<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b>Add lead qualification<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Add a qualification rule so only call-ready prospects sync.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In Clay, open <\/span><b>Run settings<\/b><span style=\"font-weight: 400;\"> and use <\/span><b>Only run if<\/b><span style=\"font-weight: 400;\">. Set the condition that the phone is present. This way, Clay sends to Snov.io only prospects with a phone number found (so you avoid unnecessary duplicates).<\/span><\/p>\n<p><strong>Add to Snov.io list<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Activate the action for a few prospects to push them to Snov.io.<\/span><\/p>\n<h2><strong>Step 4. Check prospects in Snov.io<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Check the list and confirm the phone number is saved in the right field. Add a tag to prospects with phone numbers for easy filtering later.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can tag them in bulk: select all prospects and click <\/span><b>Add tag<\/b><span style=\"font-weight: 400;\"> in the quick actions menu.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44982 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/Prospects-02-12-2026_02_17_PM.png\" alt=\"\" width=\"1424\" height=\"731\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/Prospects-02-12-2026_02_17_PM.png 1424w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/Prospects-02-12-2026_02_17_PM-300x154.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/Prospects-02-12-2026_02_17_PM-1024x526.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/Prospects-02-12-2026_02_17_PM-768x394.png 768w\" sizes=\"(max-width: 1424px) 100vw, 1424px\" \/><\/p>\n<h2><strong>Step 5. Calling workflow after email<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Once phone numbers are added, you can start planning your calling process.<\/span><\/p>\n<h3><strong>Calling guidelines<\/strong><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Check if cold calling is allowed in your target region<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Call during the prospect\u2019s local business hours<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Make 1\u20132 call attempts per prospect<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Wait 2\u20133 days between attempts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Mid-morning or early afternoon usually works best<\/span><\/li>\n<\/ul>\n<h3><strong>How calling fits into your email outreach<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Phone outreach works best as a follow-up step, not a replacement for email.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Send an email sequence (2\u20134 emails with delays)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Wait for engagement or no reply<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">After the last email, wait 1\u20132 business days<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enrich phone numbers for qualified prospects<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Start calling as a secondary touchpoint<\/span><\/li>\n<\/ul>\n<h2><strong>Step 6. Track calls and pipeline progress<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Choose how to track calling activity. You can stay in Snov.io or sync data to an external <\/span><a href=\"https:\/\/app.snov.io\/account\/integrations\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CRM using native integrations<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2><strong>Snov.io CRM<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Use the <\/span><a href=\"https:\/\/app.snov.io\/crm\/#\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">built-in CRM<\/span><\/a><span style=\"font-weight: 400;\"> to manage prospects after enrichment. Here\u2019s what you can do:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create deals directly from your prospect list using quick actions (bulk creation supported)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-and-manage-deals-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Move deals through pipeline stages<\/span><\/a><span style=\"font-weight: 400;\"> to reflect the progress<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-create-tasks-for-your-deals-in-snov-io-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Schedule call tasks<\/span><\/a><span style=\"font-weight: 400;\"> for deals and track them in the Tasks tab.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use notes in prospects or deals to log call results<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">If you need extra tracking, <\/span><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-manage-custom-fields-and-data-tabs\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">create custom fields<\/span><\/a><span style=\"font-weight: 400;\"> in Snov.io. For example, add a <\/span><b>Call status<\/b><span style=\"font-weight: 400;\"> field so you can export this data later.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To create a custom field in Snov.io: open a prospect list \u2192 use options menu under three dots \u2192 <\/span><b>Manage custom fields and data tabs<\/b><span style=\"font-weight: 400;\"> \u2192 Enter field name \u2192 click <\/span><b>Save<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><strong>Add prospects to dialer via Zapier integration<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">If you already use a dialer app, you can connect it to Snov.io through Zapier. This lets you automatically send prospects to your dialer as soon as they are added to a list in Snov.io. It helps you build a call queue without manual exports.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In Zapier, use Snov.io as the trigger app.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Choose <\/span><b>New Prospect Added<\/b><span style=\"font-weight: 400;\"> so the Zap runs when a new prospect appears in your selected list. <\/span><span style=\"font-weight: 400;\">Then add your dialer app (for example, <\/span><b>JustCall<\/b><span style=\"font-weight: 400;\">) as the action and select <\/span><b>Create Contact<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-44984 wp-block-image shadow\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/zapier-snovio.png\" alt=\"\" width=\"1424\" height=\"731\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/zapier-snovio.png 1424w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/zapier-snovio-300x154.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/zapier-snovio-1024x526.png 1024w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2026\/01\/zapier-snovio-768x394.png 768w\" sizes=\"(max-width: 1424px) 100vw, 1424px\" \/><\/p>\n<h2><strong>Snov.io &amp; Pipedrive CRM<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Choose this option if your team already uses Pipedrive or needs a more advanced CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To sync prospects from Snov.io to Pipedrive, first connect and configure the integration in Snov.io.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Go to <\/span><span style=\"font-weight: 400;\">Snov.io<\/span><span style=\"font-weight: 400;\"> Account settings \u2192 <\/span><a href=\"https:\/\/app.snov.io\/account\/integrations\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Integrations<\/span><\/a><span style=\"font-weight: 400;\"> \u2192 Pipedrive and click <\/span><strong>Connect<\/strong><span style=\"font-weight: 400;\">. Sign in to Pipedrive and approve the OAuth request.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After connecting, the integration may show as <\/span><b>Paused<\/b><span style=\"font-weight: 400;\"> until you finish setup.\u00a0<\/span><\/p>\n<h3><strong>Recommended integration settings<\/strong><\/h3>\n<p><b>Choose sync direction<\/b><\/p>\n<p><span style=\"font-weight: 400;\">The integration can run one-way or two-way.<\/span> <span style=\"font-weight: 400;\">For this workflow, use one-way sync from Snov.io to Pipedrive.<\/span><\/p>\n<p><b>Select which lists sync<\/b><\/p>\n<p><span style=\"font-weight: 400;\">In the integration settings, use <\/span><b>Sync from Snov.io lists<\/b><span style=\"font-weight: 400;\"> to pick only the list(s) you want to send into Pipedrive.<\/span><\/p>\n<p><b>Map fields<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Map Snov.io\u2019s <\/span><b>Mobile Phone<\/b><span style=\"font-weight: 400;\"> to Pipedrive\u2019s <\/span><b>Phone<\/b><span style=\"font-weight: 400;\"> field.<\/span><\/p>\n<p><b>After sync is complete, confirm that:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The person is created or updated in Pipedrive<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The phone number is correctly populated<\/span><\/li>\n<\/ul>\n<h3><strong>Calling directly from Pipedrive<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Pipedrive lets you make calls directly from the CRM using calling apps from the Pipedrive Marketplace.<\/span><\/p>\n<p><b>How to set up calls in Pipedrive<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Open <\/span><a href=\"https:\/\/www.pipedrive.com\/marketplace\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Pipedrive Marketplace<\/span><\/a><span style=\"font-weight: 400;\">.<\/span> <span style=\"font-weight: 400;\">Search for a calling app (for example, Aircall, JustCall, CloudTalk, or similar).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Install the app and connect your calling account.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once it\u2019s connected, you can call prospects from the person or deal page in Pipedrive. Calls can be logged to the timeline automatically.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This setup helps you add calling to your outreach without changing your email-first workflow.<\/span><\/p>\n<div class=\"notification-block note-gray\">\n<div class=\"notification-block__text\">\n<h3><strong>Related articles<\/strong><\/h3>\n<p><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-set-up-snov-io-clay-integration\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">How to set up Snov.io &amp; Clay integration<\/span><\/a><\/p>\n<p><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-enrich-phone-numbers-via-zapier-integration\/\" target=\"_blank\" rel=\"noopener\">How to enrich phone numbers via Zapier integration<\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This guide shows how to add phone numbers to prospects in Snov.io using the Clay integration, then use calling as a follow-up to email outreach. This flow works best when: You want to start with email, then switch to phone after no replies, and use phone as a backup contact method. What you\u2019ll build: Collect [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/44487"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=44487"}],"version-history":[{"count":13,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/44487\/revisions"}],"predecessor-version":[{"id":44987,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/44487\/revisions\/44987"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=44487"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=44487"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=44487"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}