Apr 15, 2026
Clay - Trellus Quick Preview
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Clay - Trellus Quick Preview
Trellis is an embedded parallel dialer that integrates directly into Clay, allowing sales reps to dial contacts and auto-log call data without leaving the platform. This walkthrough demonstrates how to set up, dial, and track call attempts efficiently.
Clay - Trellus Quick Preview
Trellis is an embedded parallel dialer that integrates directly into Clay, allowing sales reps to dial contacts and auto-log call data without leaving the platform. This walkthrough demonstrates how to set up, dial, and track call attempts efficiently.
Chapters
00:00
Introduction
Overview of the Trellis platform and its purpose.
00:06
What is Trellis
00:18
Workflow in Clay
00:38
Live Dialing Demo
01:01
Sequencer Capabilities
01:06
Conclusion
Transcript
00:00
Hey, how's it going?
00:01
I just wanted to give you a quick walkthrough of how Trellis operates in quick high level overview.
00:06
Trellis is an embedded power parallel dialer.
00:08
So think what Nooks and Orem do, but we do it inside of other platforms.
00:12
So we in this case work inside of Clay.
00:14
We've got hundreds of users who use Trellis with clay every single day.
00:18
The basic premise is they come and load up a clay table.
00:21
We give them this blue button at the top of their table that lets them essentially map out what columns they want to call, what are the name columns.
00:29
And then pretty much all the rep does is press play and it starts dialing through for them.
00:33
They can either power they can parallel dial.
00:35
The data gets all written back into the clay table for them.
00:38
So if I click Play here for example, and click dial now and just walk it through, I've obviously put my own number in here so I can talk to the other side.
00:48
I can hang up here as well obviously.
00:50
And then it's going to auto disposition the call for me.
00:53
and then it will push it directly into the clay table.
00:56
So if I click X over here, you'll notice that it says April 15th at 9:50 was my last call attempt.
01:01
And so you can use this as sort of a sequencer as well because all the information gets written back.
01:06
Would love to see if we can get your team on it and you know, work through making this a better product.
01:11
thank you.
01:12
Yeah.
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