Streamlining Donor Data Collection with Clay for Nonprofits

Niko K. · 2025-12-03T02:59:48.616Z

Hi there. I run the CRM and data collection / research for a nonprofit and I’m trying to use Clay to streamline my process for getting good email address and data for donors into our CRM

Streamlining Donor Data Collection with Clay for Nonprofits | Clay

9 comments

· Sorted by Oldest

Clay Support
APP
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Clay can definitely help streamline your donor data collection! Here's how to set it up:
For email enrichment:
• Use our Waterfall Enrichment feature - go to "Add enrichment" → "Work email" → select data providers
• You'll need company domain and full name for best results
CRM integration workflow:
1.
Import existing contacts - Connect your CRM and import your donor list [1]
2.
Check for duplicates - Use Lookup action with email addresses before adding new contacts [2]
3.
Enrich missing data - Add emails, company details, and other donor information [3]
4.
Export back to CRM - Push enriched data back using conditional logic to avoid duplicates
For new donor leads:
Set up webhooks to automatically capture form submissions from your website and enrich them in real-time [4]
Which CRM are you using? This will help me give you more specific setup instructions.
Niko K.
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I’m using it for new emails to create a spreadsheet to import into Salesforce. But I ran it on the first ten columns and it didn’t find any linkedin profiles and only two of the email addresses. I’m trying to run it on the first 200 rows and burn all of my free trial credits to see if it provides information better than i can collect by hand, but I pressed run and now it’s not doing anything
Clay Support
APP
·
·
That's frustrating when enrichments get stuck. Here's how to fix it:
Quick fix for stuck enrichments:
• Click the column header of your stuck enrichment column
• Hover over "Run column" in the dropdown
• Select "Force" to jump-start the run
If cells show "waiting for inputs":
• Click on individual stuck cells and hit "re-run this cell"
• Or toggle auto-update off and back on, then accept the run prompt
If still stuck, try a hard refresh:
• Windows: Ctrl + Shift + R
• Mac: Cmd + Shift + R
For better email results, make sure you have company domains (not just email domains) and full names as inputs. The waterfall will work through multiple providers to find emails.
Click into any error cells to see specific error details that might help troubleshoot further.
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you still need help getting your enrichment to run properly or want to troubleshoot the issue further, I’m here to assist. Would you like to provide more details about what you’re trying to resolve or any specific errors you’re seeing?
Niko K.
·
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I deleted extraneous columns with errors and reformatted the prompt and ran it again, waiting to see wha the results are
Clay Support
APP
·
·
Good approach! Cleaning up error columns and reformatting should help. While you wait, here are a few tips to optimize results:
• Test small batches first - Always run 10 rows before scaling to catch issues early [1]
• Check inputs - Make sure you have company domains (not email domains) and full names for better email success rates
• Monitor progress - If it gets stuck again, click the column header → "Run column" → "Force" to restart
Let me know how the results look once it finishes running!
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you still need additional help with your enrichment process or have encountered any new issues, I’m here to assist. Would you like to share more details about what you’re trying to achieve or any specific challenges you’re facing?

Clay Support
APP
·
·
Clay can definitely help streamline your donor data collection! Here's how to set it up:
For email enrichment:
• Use our Waterfall Enrichment feature - go to "Add enrichment" → "Work email" → select data providers
• You'll need company domain and full name for best results
CRM integration workflow:
1.
Import existing contacts - Connect your CRM and import your donor list [1]
2.
Check for duplicates - Use Lookup action with email addresses before adding new contacts [2]
3.
Enrich missing data - Add emails, company details, and other donor information [3]
4.
Export back to CRM - Push enriched data back using conditional logic to avoid duplicates
For new donor leads:
Set up webhooks to automatically capture form submissions from your website and enrich them in real-time [4]
Which CRM are you using? This will help me give you more specific setup instructions.
Niko K.
·
·
I’m using it for new emails to create a spreadsheet to import into Salesforce. But I ran it on the first ten columns and it didn’t find any linkedin profiles and only two of the email addresses. I’m trying to run it on the first 200 rows and burn all of my free trial credits to see if it provides information better than i can collect by hand, but I pressed run and now it’s not doing anything
Clay Support
APP
·
·
That's frustrating when enrichments get stuck. Here's how to fix it:
Quick fix for stuck enrichments:
• Click the column header of your stuck enrichment column
• Hover over "Run column" in the dropdown
• Select "Force" to jump-start the run
If cells show "waiting for inputs":
• Click on individual stuck cells and hit "re-run this cell"
• Or toggle auto-update off and back on, then accept the run prompt
If still stuck, try a hard refresh:
• Windows: Ctrl + Shift + R
• Mac: Cmd + Shift + R
For better email results, make sure you have company domains (not just email domains) and full names as inputs. The waterfall will work through multiple providers to find emails.
Click into any error cells to see specific error details that might help troubleshoot further.
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you still need help getting your enrichment to run properly or want to troubleshoot the issue further, I’m here to assist. Would you like to provide more details about what you’re trying to resolve or any specific errors you’re seeing?
Niko K.
·
·
I deleted extraneous columns with errors and reformatted the prompt and ran it again, waiting to see wha the results are
Clay Support
APP
·
·
Good approach! Cleaning up error columns and reformatting should help. While you wait, here are a few tips to optimize results:
• Test small batches first - Always run 10 rows before scaling to catch issues early [1]
• Check inputs - Make sure you have company domains (not email domains) and full names for better email success rates
• Monitor progress - If it gets stuck again, click the column header → "Run column" → "Force" to restart
Let me know how the results look once it finishes running!
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you still need additional help with your enrichment process or have encountered any new issues, I’m here to assist. Would you like to share more details about what you’re trying to achieve or any specific challenges you’re facing?