Preventing Duplicate Leads When Uploading to a New Clay Table

The best way when you upload leads that you have been scraping to make sure the once that already exists in another clay table (duplicates does not get uploaded) How to do this in the best way if you want to use a new table but making sure there are no duplicates you have used before.

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Channeled
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To avoid uploading duplicate leads when creating a new table, you can follow these steps: 1. Before running new enrichments, use a Lookup column in your new table to check if the data already exists in your other Clay tables. 2. The process works like this: • Create your new table • Add a Lookup column to connect to your existing table(s) • Use this Lookup to pull existing data and identify duplicates • Only proceed with enrichment for non-duplicate entriesFor additional data cleanliness, you can use the Normalize and Deduplicate feature to standardize data formats and remove duplicate entries within your list, ensuring each unique value appears only once. Sources: Guide: Ways to save Clay credits | Documentation | Clay University Normalize and Deduplicate a List with Clay
Channeled
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Hi Steven R.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Andi D.
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Can I use N8N to automate this part?
Channeled
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I'm delighted to hear that! I'm here if you need any further assistance.
Channeled
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Yes, you can use N8N to automate your deduplication workflow with Clay. N8N works well for connecting various data sources and automating complex workflows with Clay.Here's what you can do: 1. Set up N8N to handle the data flow between your sources and Clay 2. Use conditional formulas in your workflow to check for existing records 3. Configure the automation to only process net new contacts, preventing duplicate data from being uploadedThis approach will help you maintain a clean database while automating your lead management process. Sources: How Coverflex uses Clay to track signals and automate outreach for 3M+ companies - The GTM with Clay Blog Push Data To Your CRM [CRM Enrichment] - Clay University

Preventing Duplicate Leads When Uploading to a New Clay Table | Clay