I'll start - my biggest goal is to use more of the free features in Clay to automate CRM cleanup tasks.
This will be an ongoing effort, but I already knocked out part of this; automated phone number formatting for Salesforce.
- 1.
Salesforce List for phone #s missing "(", ")", "-" OR " " connected into Clay
- 2.
Clay Formula to remove all characters that are not numbers
- 3.
Clay Formula to remove 1 if found at the beginning of the phone string (our data is US-specific, so this eliminates country code)
- 4.
Clay Formula to check if the reformatted phone number is 10 digits or not
- 5.
Clay Formula to reformat 10 digit numbers to the (xxx) xxx-xxxx standard format
- 6.
Salesforce Update to push the fixed phone number to Salesforce
- 7.
Layered in AI web research to fix/find any invalid phone numbers that weren't corrected in the above (free) steps.
This ran fully last week, resolving 90k phone formatting issues for a total cost of 4500 credits.
What is your 2026 New Years ReClaysolution? 