Best Practices for CRM Deduplication Using Clay and AI

Julius H. · 2024-09-02T13:48:37.88122+00:00

Hi all! What’s the best practices regarding CRM deduplication using Clay? Have there been tests done to deduplicate using AI / Claygent on top of the CRM database? Thanks!

Paddy O.

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following

Julius H.

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1.
Clay as middleware, i.e. inbounds, lead lists are first pushed to Clay to enrich on key data points (incl. enrichment data points like domain)
2.
SFDC instance has many 50k+ records, that I’ll also enrich on the given data points.
3.
Pre-SFDC upload, I’d ideally want to deduplicate on the existing SF data in order to not create duplicate accounts/leads.

What are the ways how this has been solved? I imagine this is a good AI-use-case, and wondering whether that has been tried?

Julius H.

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Maybe the answer isn’t Claygent but some other tool/integration?

Julius H.

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Or the answer is reworking the SF-internal deduplication logic?