Creating an Exclude List for Emails Without LinkedIn URLs

I am trying to use an Exclude list using the email address that we already have in our CRM. We don't want to spend credits on people if we already have their information. I exported the list from our CRM and tried to use it as an "Exclude" list. It is requesting our list have their LinkedIn URL and that isn't something we have nor are we going to go out and find thousands of those or spend credits finding them. Any suggestions? Please no promotion for you to do it for us. Only suggestions on how to go about making sure we aren't pulling emails for those that we already have.

8 comments

Clay
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Instead of using an exclude list, use CRM Lookup columns to check existing contacts before enriching. Set up a "Lookup Contact" action using email addresses as the unique identifier to check if contacts already exist in your CRM. Then use conditional runs to only enrich contacts that don't have a matching contact ID from the lookup. This approach saves credits by avoiding duplicate enrichments without needing LinkedIn URLs.
Sources: Guide: Ways to save Clay credits | Documentation | Clay University Push Data To Your CRM [Clay 101] - Clay University Push Data To Your CRM [Clay 101] - Clay University Guide: Ways to save Clay credits | Documentation | Clay University
Asher
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Hey Kati S., jumping in for a moment. You are saying that Clay doesn't let you upload a CSV list of contacts if it doesn't have a LinkedIn Profile? That shouldn't be the case though. Not sure if I'm reading your question correctly.
Kati S.
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I have a list in Clay of people at specific companies. The columns are the standard First Name, Last Name, Full Name, Job Title, Location, Company Domain, and LinkedIn Profile. I have a list of 30k people that I need to compare the list that Clay pulled so that I am not spending credits on email searches for people that are currently in our CRM.
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Kati S.
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I do have the HubSpot integration activated. However I can't use the email to deduplicate because the Clay list doesn't have that column
Asher
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Kati S. In that case, I might propose you try this! It might not be 100% accurate, but it might work.
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Download the list of 30k into a CSV
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Upload it to another table in the same workbook in Clay
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For both of the tables, create a 'formula' column, that combines First Name, Last Name & Company. So it might look something like: "Kati Stonebraker Company Name"
Essentially, use that new column as a unique identifier, and do a lookup between two clay tables. Alternatively, you could also:
Connect your own OpenAI API Key, which makes tasks such as finding the LinkedIn profile of a person way cheaper than using credits. Not sure if you've done this before?
Kati S.
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Thanks! I will give it a shot.
Asher
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All the best Kati S.! 🙂
Channeled
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Creating an Exclude List for Emails Without LinkedIn URLs | Clay