Tracking Record Enrichment: Last Modified Field with Formula

Alexandre K. · 2025-03-13T13:16:24.036047+00:00

What is the best way to track the last time a record was enriched? Can a Last modified field be built just with formula?

The best way to track the last time a record was enriched is by adding a "Last Enrichment Date" field to your records. This approach allows for intelligent, automated data updates. To implement this: 1. Create a custom "Last Enrichment Date" field in your CRM. 2. Use Clay to update this field automatically during the enrichment process. 3. Set up a dynamic list in your CRM based on this date to identify records needing updates. While a formula field can't directly track modifications, you can use Clay's "write to table" feature to update the "Last Enrichment Date" field whenever enrichment occurs. This method ensures accurate tracking of when each record was last enriched.

Sources: Intro to CRM Data Enrichment [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University

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