Best Practices for Lead Enrichment and Outreach Strategies

I had a few questions regarding best practices for enriching leads/reaching out to leads. This is pretty confusing to me especially as I'm doing similar People searches across multiple tables....My goal is to: 1) not do the same enrichment (like find their work email) on the same person within X time period (e.g. within the same 6 months) 2) not send the same person to my smartlead campaign if they have been in a campaign (either recent or active) How should I handle this?

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To manage lead enrichment and outreach efficiently, you can: 1. Use conditional run criteria in Clay's integrations. For email enrichment, set up the Nimbler integration with a condition to only run if the last enrichment was over 6 months ago. 2. For campaign management: • Enable SmartLead's "Allow Duplicate Leads Across Campaigns" setting to manage duplicates manually. • Use Clay's Lookup action to check if a lead exists in your SmartLead campaign. • Create a column to flag duplicates by matching key fields. • Set up conditional formulas to prevent the "Add Lead to Campaign" integration from running for existing contacts. 3. Consider using the "Allow Duplicates?" toggle in integrations like Lemlist to control duplicate entries across campaigns. These steps will help you avoid duplicating efforts in enrichment and outreach.
Sources: Nimbler integration overview | Documentation | Clay University Add Lead to Campaign with Lemlist Smartlead integration overview | Documentation | Clay University
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