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Best Practices for CRM Deduplication Using Clay and AI
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.··following
- 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?
- 1.
Maybe the answer isn’t Claygent but some other tool/integration?
Or the answer is reworking the SF-internal deduplication logic?
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.