Georgi

Yes, here it is - https://app.clay.com/workspaces/457316/tables/t_3xjWJa8ApBVr/views/gv_bshFYERHk6rj

I have some progress with the workflow - I get to find the account related to name and website. Then I get the assets to see if they actually have the specific product I am selling. However, The account lookup row gets a few results as there might be a few records for the same company. Can I lookup the assets of all of them at once? Currently, it gets only the assets of the first result of the account which might not be the most relevant. Not sure if I am able to explain it correctly.

Thanks a lot, Owen

I am certain that it should be possible. I mean the Clay possibilities are endless. Just tried the lookup function and it get's account records in the CRM, not sure if it gets the information that I am looking for, but will test that further.

The data points collected are mainly names, company, country, phone number and email address. The lookup function might work to research current accounts in the CRM, will check that further.

I think what you described is related to the fact that I can import people from a specific marketing campaign and then enrich them based on website, linkedin profile page etc. I get that. However, is there a way to enrich those people based on information from the CRM? Example: I get person as a lead in Salesforce which is from company ABC Inc. However, he is not linked to the account in our CRM and I should check further if that company has already a product of ours.