Hi Sarah X., here is the Loom I included with the original submission. It should cover more than 3 questions but again, those questions weren't on the published rubric that was active when I submitted the workbook.
Walk through which fields get written to the CRM and why you chose those specific fields. How does sales actually use them?
✅ What happens if the same lead comes through multiple channels? How does your system track and flag duplicates?
Demonstrated in video. Currently using one channel, but leads' LinkedIn URLs are scrubbed for duplicate accounts per person, then deduplicated.
✅How are you cleaning or standardizing CRM data in this workflow?
Demonstrated in video
✅ Walk me through how you're handling records that produce errors for a certain enrichment. Show me the conditional logic.
Demonstrated in video
✅ What is a feature or Clay capability you wish existed but doesn't? How are you working around its absence?
I demonstrate in the video that the beta Clay Campaigns doesn't seem to be quite ready yet, so I pushed to a Smartlead campaign instead.
✅ Show me how your multiple tables connect together to form one cohesive workflow.
Demonstrated in video
