Join the Community

Updating Lead Information in Clay: Seeking Alternatives to Avoid Duplicates | Clay

Updating Lead Information in Clay: Seeking Alternatives to Avoid Duplicates

·

·

Hey Guys! Currently I have an n8n workflow that I use to capture visitors from my website, calculate a Score System based on some rules and them add this lead on Clay. Sometimes a lead will return to my website and do stuff like clicking in a button or view a page, so I need to update it's information (leadscores) on my Clay table. That would be the best scenario. But I don't know how to update row's information, it only allows me to add new ones. I lookup for solutions on Clay's community, but don't find it. Anyone have an idea about alternatives? Right now what happens is that when a lead return to the website, Clay generate a new row and leads are been duplicated. I thought on sending leads to a Google Sheets and them mirror that sheet with Clay, but looks like it's not possible too. Clay just interact with external sources, but external sources can't interact with Clay cause we don't have API endpoints available to manipulate data inside Clay. That would be a nice feature!

6 comments

Channeled
APP
·
·
To update a row's information in your Clay table and avoid duplicating leads, you have a few options: 1. Use the "write to table" feature: This integration allows you to map existing data fields to corresponding columns in your table, effectively updating information. 2. Enable auto-dedupe: • Click the Auto-dedupe icon at the bottom right of your table • Select "Enable automatic deduplication" • Choose a column to dedupe (e.g., email address) • Click "Save Changes" 3. Manually dedupe: • Right-click the column you want to dedupe • Select "Dedupe > Delete Duplicate Row" 4. Add new rows: If you need to add new information, use the "+ New Row" button at the bottom of your table. By implementing these methods, you can update existing leads and prevent duplication in your Clay table when using your n8n workflow.
Sources: Add Column Using AI & Add New Rows Table management settings | Documentation | Clay University Auto-update and Auto-dedupe Table
Chico C.
·
·
"Write to Table" don't allow me to subscribe/update information on an existing row. I read another topic about it and that was mentioned. And De-dupe don't work for me, cause my rows are not the same. They are almost the same, but the score column will be different. The newer row will have a different score, although the lead is the same (same email, name, phone etc.). Another argument is that de-dupe delete the newer data and keeps the older one. In my case I want exactly the opposite: delete the older rows and keep only the newer.
Channeled
APP
·
·
To update existing rows in your Clay table and avoid duplicating leads with your n8n workflow, you can use our "write to table" feature. This integration allows you to map existing data fields to corresponding columns in your table, effectively updating information. Here's how you can set it up: 1. Click the "Add Enrichment" button in the top right corner of your page. 2. Search for "Write to Table" in the search bar and select it. 3. Map your existing data fields to the corresponding columns in your table. This method will update the information for existing leads rather than creating new rows. You can configure your n8n workflow to use this integration, ensuring that when a lead returns to your website, their information is updated in the existing row instead of creating a duplicate.
Sources: Create or Upsert Row with Coda Update a lead with Breakcold | Clay.com
Chico C.
·
·
It doesn't work, the Write to Table itself has this description: "Write a list, value, or object to another Clay table as a NEW row".
Bo (.
·
·
Hi there!
You're right. We can't upsert data currently. What we can do in these cases is add a lookup. When a new lead comes in, if the lookup returns a value, you can trigger another set of actions based on that data. This would be a great feature to add, and I appreciate your suggestion. We've also shared this quite a bit previously to the team so hopefully that can get done! :)
Let me know if you need any other help with this!
Channeled
APP
·
·