Best Method for Checking Duplicates in Salesforce to Save Email Credits

What's the best way to check for duplicates in Salesforce before burning credits to find emails?

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Matthew Q.
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Hey Mikey - depends a bit on what info you keep on each prospect
Matthew Q.
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Best case is you have linkedin profiles
Matthew Q.
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In which case you can do a SF lookup to see if any prospect exists based on that - and if not, conditionally run your email columns
Mikey P.
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Appreciate the advice. I ended up doing a combo of (name + company name) & LinkedIn URL Adding some type of automatic de-dupe check for Clay would be next level Matthew Q.
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Clay Team
APP
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Definitely! something the team is working on and hopefully we'll be able to test out soon :)
Matthew Q.
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Mikey P. curious if you can share the table you ended up creating? Would love to share an example of current difficulties

Matthew Q.
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·
Hey Mikey - depends a bit on what info you keep on each prospect
Matthew Q.
·
·
Best case is you have linkedin profiles
Matthew Q.
·
·
In which case you can do a SF lookup to see if any prospect exists based on that - and if not, conditionally run your email columns
Mikey P.
·
·
Appreciate the advice. I ended up doing a combo of (name + company name) & LinkedIn URL Adding some type of automatic de-dupe check for Clay would be next level Matthew Q.
🔥2
Clay Team
APP
·
·
Definitely! something the team is working on and hopefully we'll be able to test out soon :)
Matthew Q.
·
·
Mikey P. curious if you can share the table you ended up creating? Would love to share an example of current difficulties