New Leads in SalesForce: Duplicate Records Identified

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I've found new leads, enriched with emails and created records into SalesForce. There seems to be duplicate leads created for majority of the leads. Each duplicate will have either:

1.
No email or No Phone Number
2.
Email and no Phone Number
3.
No email and Phone Number

Is there a way to prevent this so newly created records provide all information on just one lead?

2 comments

Channeled
APP
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By default, Clay prevents duplicate records in Salesforce. However, duplicates can occur if you have "Duplicate Rule Override" enabled in your Create Record enrichment. To prevent duplicates: 1. Use Lookup Records first - Check if leads already exist in Salesforce before creating new ones using the Lookup action. 2. Set up conditional runs - Only create records if the lookup shows they don't already exist. 3. Disable Duplicate Rule Override - Ensure this setting is turned off in your Create Record enrichment unless specifically needed. 4. Test before automating - Turn off auto-update and manually test a few rows to verify your workflow before enabling automatic uploads. The missing email/phone data suggests your Salesforce duplicate rules may be creating partial records when they detect potential duplicates.
Sources: Salesforce | Documentation | Clay University FAQ: Will Clay create duplicate records in Salesforce? Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Push Data To Your CRM [Clay 101] - Clay University
Smit V.
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Hi Rex, apologies for the delay. This definitely shouldn't be happening. Do you mind sending the link (url) to the table so we can take a look?
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