Optimizing Your CRM: Workflow for Matching and Cleaning Company Data

Julian Moore · 2024-12-03 01:17:46.341026+00

Hi, use Attio as a CRM and looking to match cold company data with my CRM data (via company name and domain). Then I want to remove any duplicate companies that flag as active leads in order to have a cleaned list for prospecting with leads and customers excluded. What is the recommended workflow for this? I have API keys and Zapier if necessary and have dabbled with the HTTP API and webhooks, but not sure which route to take. Thanks!

Optimizing Your CRM: Workflow for Matching and Cleaning Company Data | Clay

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Channeled
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We can help you create a clean prospecting list by following these steps: 1. First, import your target company list into Clay, where we'll act as your data cleanroom. 2. Before adding any new contacts, we'll use email addresses and other unique identifiers (like LinkedIn profiles or Name + Company combinations) to check for existing records in your CRM. 3. Using our AI formulas and conditional runs, we'll only process contacts that are truly new - this prevents duplicate data and ensures your CRM stays clean.This approach positions Clay as a gatekeeper, preventing duplicate and inaccurate data from polluting your CRM while helping you maintain a clean, deduplicated prospecting list. Sources: Intro to CRM Data Enrichment [CRM Enrichment] - Clay University Push Data To Your CRM [CRM Enrichment] - Clay University
Channeled
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Hi Julian Moore! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Channeled
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Julian Moore
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Ideally, I want to match and dedupe at the company level. With no direct integration to Attio, there are a number of ways this could be executed. I’ve tried using webhooks, but I am no expert and it’s not delivering the results I expected.
Daniel Kupka (Clay)
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Hey Julian, happy to help! :) The steps would be as follows: 1. Add a HTTP integration to your list of cold companies. We aim to lookup those records in your Attio CRM. To look up records by company name and/or domain using the Attio API, you'll need to utilize their filtering capabilities as outlined in the Filtering and Sorting section of their documentation. First, identify the endpoint you need to query. For records (such as companies), it might look something like this: POST https://api.attio.com/v2/companies/records/query 2. Add POST body: { "filter": { "domain": /domain} } You may also want to try Attio's verbose filters that allow joining multiple different conditions together such as to check for company name AND domain. 3. Create a seperate checkmark column and use the AI formulator to flag it to see if the company is already in your CRM. Something along the lines of: If value in /HTTP column is empty, then true, else false. https://downloads.intercomcdn.com/i/o/w28k1kwz/1274559227/062e47a5672027d335063979c2f4/Arc_xIKY9WJnu8.png?expires=1733224500&signature=15cc6cf38eac0cfc7527f871fc68a80a5e1312b37276227080f39adf4d903040&req=dSIgEsx7lINdXvMW1HO4zXmPcTew46pYtgd5VLbJe3h2iA%2B4%2F%2BahMpYibReU%0AhCS5%0A 4. Once you have that, you can enrich and find people of the cold companies that HAVEN'T BEEN found in your CRM. 5. Some resources on HTTP: - Here are a few resources that should help with connecting through HTTP API in Clay: - Quick video on how HTTP API works: https://www.loom.com/share/114ff06973bd4ed7985b32fa031be867 - - Bonus! troubleshooting example of failed body parse issues: https://www.loom.com/share/678e4c40e8c14894a6cd53948176e434 Please let me know if you hit a snag with your setup and happy to dive deeper there :) If there's anything else I can assist you with, please let me know! 😊 Have a great Tuesday, Daniel
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

Channeled
APP
·
·
We can help you create a clean prospecting list by following these steps: 1. First, import your target company list into Clay, where we'll act as your data cleanroom. 2. Before adding any new contacts, we'll use email addresses and other unique identifiers (like LinkedIn profiles or Name + Company combinations) to check for existing records in your CRM. 3. Using our AI formulas and conditional runs, we'll only process contacts that are truly new - this prevents duplicate data and ensures your CRM stays clean.This approach positions Clay as a gatekeeper, preventing duplicate and inaccurate data from polluting your CRM while helping you maintain a clean, deduplicated prospecting list. Sources: Intro to CRM Data Enrichment [CRM Enrichment] - Clay University Push Data To Your CRM [CRM Enrichment] - Clay University
Channeled
APP
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·
Hi Julian Moore! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Channeled
APP
·
·
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Julian Moore
·
·
Ideally, I want to match and dedupe at the company level. With no direct integration to Attio, there are a number of ways this could be executed. I’ve tried using webhooks, but I am no expert and it’s not delivering the results I expected.
Daniel Kupka (Clay)
·
·
Hey Julian, happy to help! :) The steps would be as follows: 1. Add a HTTP integration to your list of cold companies. We aim to lookup those records in your Attio CRM. To look up records by company name and/or domain using the Attio API, you'll need to utilize their filtering capabilities as outlined in the Filtering and Sorting section of their documentation. First, identify the endpoint you need to query. For records (such as companies), it might look something like this: POST https://api.attio.com/v2/companies/records/query 2. Add POST body: { "filter": { "domain": /domain} } You may also want to try Attio's verbose filters that allow joining multiple different conditions together such as to check for company name AND domain. 3. Create a seperate checkmark column and use the AI formulator to flag it to see if the company is already in your CRM. Something along the lines of: If value in /HTTP column is empty, then true, else false. https://downloads.intercomcdn.com/i/o/w28k1kwz/1274559227/062e47a5672027d335063979c2f4/Arc_xIKY9WJnu8.png?expires=1733224500&signature=15cc6cf38eac0cfc7527f871fc68a80a5e1312b37276227080f39adf4d903040&req=dSIgEsx7lINdXvMW1HO4zXmPcTew46pYtgd5VLbJe3h2iA%2B4%2F%2BahMpYibReU%0AhCS5%0A 4. Once you have that, you can enrich and find people of the cold companies that HAVEN'T BEEN found in your CRM. 5. Some resources on HTTP: - Here are a few resources that should help with connecting through HTTP API in Clay: - Quick video on how HTTP API works: https://www.loom.com/share/114ff06973bd4ed7985b32fa031be867 - - Bonus! troubleshooting example of failed body parse issues: https://www.loom.com/share/678e4c40e8c14894a6cd53948176e434 Please let me know if you hit a snag with your setup and happy to dive deeper there :) If there's anything else I can assist you with, please let me know! 😊 Have a great Tuesday, Daniel
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.