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Optimizing CRM Enrichment with Clay: Issues and Solutions Needed

Avatar of Shristi B.Shristi B.
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Hi folks, We're trying to use Clay for CRM enrichment and we're facing a few issues unsure of how to solve or optimise the flow -

  1. 1.

    Despite using Apollo within Clay + using Clay waterfall enrichment for remaining - we are missing LinkedIn urls for 120 of 1000 people

  1. a.

    Even if I try using Claygent to scrape LinkedIn urls its returning either nothing or wrong results for most

  2. b.

    How do I combine results from all? If I'm using formulas its leading to many combined columns etc so difficulty in reading data

  1. 1.

    For the people we found LinkedIn urls for using Step 1 - 250ish are either wrong or have changed jobs but how do I identify and highlight them?

  2. 2.

    Location identified by Apollo/Clay waterfall of person being enriched is also wrong for about 100 people because of #2

  3. 3.

    I want to know when a person has changed jobs so I can reach out to other people from the same company, how do I achieve this?

Would really appreciate some help! cc: aryan p.

6 comments

  • Avatar of Bo (.
    Bo (.
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    Hey, thanks for reaching out! 😊 Could you share the table URL where this is happening? That would be extremely helpful. From there, we can check if everything was set up correctly and then suggest you avenues to do this :)

  • Avatar of Shristi B.
    Shristi B.
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    I had hyperlinked it in my message above Bo (.

    CRM enrichment

  • Avatar of Bo (.
    Bo (.
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    1. It’s possible that the companies simply don’t have a LinkedIn profile, as everything seems to be set up correctly in your table. 😊 2. It looks like you’ve already figured it out, right? For future reference, you could also use a merge column to achieve the same result. 3. You could enrich the data and then use a formula to compare the latest experience company with the company field. For example, you can create a new formula column and add a prompt to check if they are the same or similar. Once that’s done, you can apply table filters to filter those out. Let me know if you need further assistance! 😊​ [App: Article Inserter]

  • Avatar of Bo (.
    Bo (.
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    Here's more on merge too :) [App: Article Inserter]

  • Avatar of Channeled
    Channeled
    APP
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    We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

  • Avatar of Channeled
    Channeled
    APP
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    Hi Shristi B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: