I'm hitting a lot of roadblocks with the # of rows available when I search for new contacts. We have about 300K in our CRM and I'm not able to search in Clay while filtering out contacts we already have. I have to waste a lot of credits searching, checking if the contact already exists in hubspot etc. What are my options at this point? If I was on the enterprise plan, could I have unlimited rows and use an unlimited row table to filter out my current CRM from new searches?
Yes, the Enterprise plan includes unlimited rows which would solve your filtering issue. You can build tables with unlimited rows using Passthrough Tables to filter out your existing 300K CRM contacts before searching. To save credits now, use Lookup columns to pull existing data from your CRM before running new enrichments. This checks if contacts already exist in HubSpot, avoiding duplicate searches and wasted credits. The Enterprise plan also offers up to 50,000 searches per query and custom credit amounts.
You're absolutely right! Finding contacts in Clay and checking HubSpot are both free actions. Free actions include: - Building lists from LinkedIn, Google Maps, GitHub, CRMs, and websites - HubSpot lookups to check if contacts exist - All prospecting and list building You only pay credits for data enrichment like finding email addresses or phone numbers. The filtering and checking processes mentioned are completely free.
You're right - data from Clay's free search might not perfectly match what's in HubSpot due to different data sources and timing. To improve accuracy when checking for existing contacts, you can use an AI formula to compare the email domain of the existing contact with the domain of the company you're enriching. This helps confirm if the contact truly belongs to the target organization. If your CRM isn't well-maintained, you can also try looking up contacts by full name, though this isn't always reliable due to duplicate names across different companies. The HubSpot lookup uses email addresses as the primary identifier since contact IDs aren't available during initial searches.
or you could use AI fuzzy matching with a very cheap model to, for very cheap, reduce the amount of emails you have to enrich
Exactly! You can use AI to cost-effectively enrich your HubSpot database with LinkedIn URLs for better matching. Our AI enrichment can find LinkedIn profiles for contacts with missing information, then compile updated records automatically. You can also use AI formulas to extract unique attributes and generate custom signals that don't exist in standard databases. For fuzzy matching, AI can help compare contact data between systems using inexpensive models before running more expensive email enrichments. This approach lets you validate and match existing contacts more accurately while minimizing credit usage on unnecessary enrichments.
the linkedin URLs change sometimes, it's never always accurate
You're correct - LinkedIn URLs can change when people update their profiles or vanity URLs. For more reliable matching, use email addresses as the primary identifier since they're more stable. You can also combine multiple data points for better accuracy: compare email domains with company domains using AI formulas to confirm the contact belongs to the target organization. This approach reduces reliance on potentially outdated LinkedIn URLs while maintaining accurate CRM matching.
You're right to be cautious about costs. For CRM matching, HubSpot lookups are free and use email as the primary identifier. To minimize enrichment costs while maintaining accuracy, you can import your CRM contacts first, then use lookup columns to check if contacts already exist before running any paid enrichments. This prevents duplicate enrichments and wasted credits. The key is structuring your workflow to do free lookups first, then only enrich genuinely new contacts.
Hi - do you mind clarifying what the exact issue you're facing is?
is this a person or am I chatting with the bot?
