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Best Practices for Storing Enriched Lead Data Safely
what's the best way to store enriched lead data to prevent accidentally re-enriching it again later
To prevent accidentally re-enriching lead data, you can use the Lookup column feature in Clay. Before running new enrichments, check if the data already exists in your CRM or another Clay table, and use Lookup columns to pull that existing data into your current table. This approach helps you avoid duplicate enrichments and save credits.You can implement this by: 1. First checking if the data exists in your CRM or other Clay tables 2. Using Lookup columns to import the existing enriched data into your current table 3. Only enriching the leads that don't have existing data Source: Guide: Ways to save Clay credits | Documentation | Clay University