I'm setting up our rb2b > email / LinkedIn outbound flow. I've been able to get Clay to filter out any existing customers or engaged leads from a static list, but wondering how people are managing to stay on top of this?
Mirav V. sure - its really flexible tho so depending on your use cases.
The basic example in your case is just have the native integration enrichment to check if a company based on their domain for example already exists in the CRM. Based on their status or if they are not in the CRM you can run certain enrichments/ continue the workflow with run conditions.
there are many other use cases like CRM data quality enhancement etc.