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How to Enrich Missing CRM Data with One Lookup and Update? | Clay

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How to Enrich Missing CRM Data with One Lookup and Update?

·Jan 29, 2026 07:43 AM·

Hey guys, if I want to enrich missing data in a crm, do I have to lookup and then create for every single field, or is there a way to check all the records, find whats missing and push only that back to the crm with one lookup and one create/update column?

2 comments

· Sorted by Oldest

Aaron J.
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For both Hubspot and Salesforce integrations, Clay fetches all fields in a single step for any given record, and then stores those values for use in later columns. You can update multiple fields in a single step as well. Where you might run into trouble is trying to build every necessary CRM enrichment into a single table or flow. Typically how I structure enrichments are as grouped pipelines by topic or task - for example phone number enrichments, ICP scoring, etc. Then I filter records into those workbooks when they meet the criteria for inclusion and enrich the fields necessary for that set of tasks.
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Andris K.
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Thanks! Yeah I have been trying to cram things into a single table, with a single update column. Problem with that is, that I dont always want to update every field, so it seems I'm going to have to break down enrichments like you suggested. Cheers for the fast reply btw!
1