We use Clay for specific actions, but we are using Clearbit to maintain firmographics in Salesforce. I would like to use Clay for both, but can't quite think through the setup to maintain 10K account firmographics without A) burning through credits for no reason, and B) processing that many accounts at a time. Do other use Clay for keeping basic firmographics up to date in their CRM? Or are you using a more purpose built tool for this?
My thoughts: you can use clay to maintain all 10k firmographics, you just need to set it so Clay only enriches new or changed Salesforce accounts. Which could help you prevent burning credits or re-processing everything at once. If you already have a Clearbit account, you can pull your Clearbit firmographics through clearbit api key in clay rather than using Clay credits, and the same applies if you prefer Apollo or other for basic data. I think some teams do run it this way and some still let clearbit handle the passive CRM hygiene and use Clay only when they need deeper or outbound-specific enrichment.
Yah, I should have mentioned that we are hoping to get rid of clearbit and rely solely on Clay. Your outline makes sense. The big difference is that Clearbit would automatically update each account whenever they detected a change on their end (M&A changes employee number), whereas this approach requires me either know when to update an account, or force an update of the entire DB on some regular basis.
Yea that's it. So I'd you doing regular basis maybe you may want to update it monthly or quarterly
