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Best Practices for CRM Deduplication Using Clay and AI | Clay

Best Practices for CRM Deduplication Using Clay and AI

·Sep 02, 2024 01:48 PM·

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!

10 comments

· Sorted by Oldest

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?
Channeled
APP
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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!
Channeled
APP
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Hi Julius H.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
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Thank you so much for sharing your feedback Julius H.!
Channeled
APP
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Channeled
APP
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Hi Julius H.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
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Thank you so much for sharing your feedback Julius H.!