Join the Community

Home
Directory
Events

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
04 FT Job Opps

Community Guidelines

Powered by Tightknit

Improving CRM Enrichment: Prioritizing Primary Job Roles in Clay

·

·

Hi Clay Support, I’m currently using Clay to enrich CRM records and running into an issue when contacts have multiple job roles listed. A good example is Boris Lipkin, who is the Northern California Regional Director at the High Speed Rail Authority. However, he also holds a secondary position as a Board of Trustees Member at San Carlos School District. When I run enrichment, Clay is mistakenly assigning his secondary role (San Carlos School District) as his primary job title and company, which then overwrites his actual main role at the High Speed Rail Authority in our CRM. This causes inaccuracies in our contact data and outreach. Is there a way to ensure that Clay prioritizes or defaults to the contact’s primary or most relevant current role—typically the one with the more senior or full-time position—during enrichment? Looking forward to any advice or settings tweaks I can make to prevent this from happening. https://www.linkedin.com/in/boris-lipkin-54792b36/

9 comments

Channeled
APP
·
·
To ensure Clay prioritizes the most relevant current role during enrichment, we use a comprehensive approach: 1. We start by pulling existing social information from your CRM. 2. Then, we enrich social information to find updated details like job titles. 3. If necessary, we use AI search to locate LinkedIn profiles for contacts with missing information. 4. To keep data fresh, we recommend adding a "last enriched by Clay" date to every record in your CRM. 5. You can set up a dynamic list in your CRM based on the Last Enrichment Date, capturing contacts whose information hasn't been refreshed within a specified timeframe. This strategy ensures that we're consistently updating and prioritizing the most current role information for your contacts, helping maintain accurate CRM data.
Sources: Intro to CRM Data Enrichment [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
Muttley M.
·
·
I know all this bit
Channeled
APP
·
·
We understand the importance of accurate role information in your CRM. Our enrichment process is designed to prioritize the most current and relevant data for contacts. Here's how we ensure accuracy: 1. We pull existing social information from your CRM. 2. We then enrich this data to find updated details, including current job titles. 3. If necessary, we use AI search to locate LinkedIn profiles for contacts with missing information. 4. We compile all found information into a final, updated record. To maintain data freshness, we recommend using a "Last Enrichment Date" property in your CRM. This allows for intelligent, automated updates based on your preferred refresh frequency (e.g., quarterly). By implementing these strategies, we help ensure that the most current and relevant role information is prioritized during enrichment, reducing inaccuracies in your CRM data.
Sources: Intro to CRM Data Enrichment [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
Muttley M.
·
·
No this isn’t helping
Muttley M.
·
·
https://app.clay.com/workspaces/273826/workbooks/wb_gTxywK8NcqdB/tables/t_r4eqAQJP3ivU/views/gv_m4uzgY2thJYf
Daniel K.
·
·
Hey Muttley, thanks for reaching out! I made a loom for you ::) [https:://www.loom.com/share/e55e6ee8a69945589625fccf1fbeb889](https://www.loom.com/share/e55e6ee8a69945589625fccf1fbeb889) Let me know if you have any follow up questions! Happy to dive deeper :)
Muttley M.
·
·
Wow thanks for the vid - quite techy
Daniel K.
·
·
You're welcome :) You can also try mapping the full "experience" category into the AI prompt to see what kind of output you get— but it might error out depending how long the list of experiences is. Additionally, you can ask the AI to return just the job title directly. Just wanted to give you a quick glimpse of what’s possible with Clay—there’s a lot of flexibility to explore :)
Channeled
APP
·
·