Checking CRM Data for Employee Status with Clay

·Feb 21, 2024 03:34 PM·

I’m looking to clean my CRM data and I need to check if the people that are listed in the account still work at the same company of if they do not belong to this company anymore. Any idea on how to check this with Clay?

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4 comments

· Sorted by Oldest

Clay Team
APP
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Hi Rafael, you can import the people to Clay and enrich them using this :
ca85780f-ee47-435b-8c3c-ed5de42626a3.png(67 kB)
Clay Team
APP
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Then you will be able to pull the latest experience
Amit S.
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Rafael v. Which CRM are you using?
1.
Simply put, export the name of the person and the current company in a CSV.
2.
Import it into Clay.
3.
Enrich the person's profile to find their LinkedIn profile.
4.
Using the enriched profile, find their current company.
5.
Compare the old company and the new.
Some LinkedIn extensions like Surfe do this out of the box.
Rafael v.
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Thanks to both! Will check

Clay Team
APP
·
·
Hi Rafael, you can import the people to Clay and enrich them using this :
ca85780f-ee47-435b-8c3c-ed5de42626a3.png(67 kB)
Clay Team
APP
·
·
Then you will be able to pull the latest experience
Amit S.
·
·
Rafael v. Which CRM are you using?
1.
Simply put, export the name of the person and the current company in a CSV.
2.
Import it into Clay.
3.
Enrich the person's profile to find their LinkedIn profile.
4.
Using the enriched profile, find their current company.
5.
Compare the old company and the new.
Some LinkedIn extensions like Surfe do this out of the box.
Rafael v.
·
·
Thanks to both! Will check