Im cleaning up a CRM - i want to find out if people are at the same job, if not find their new job and linkedin profile - Whats the best way to do this please? Should i use claygent? thanks 🙂
To clean up your CRM and track job changes, we recommend using our "Track Job Changes" feature. Here's how you can do it: 1. Open your people table in Clay and click "Actions > Monitor for Job Changes". 2. Input the LinkedIn URL column from your table. 3. Click "Save and run". This will help you verify if people are still at the same job and track any future changes. For finding new jobs and updating LinkedIn profiles, our enrichment process can help. We'll pull existing data from your CRM, enrich social information for updated details like job titles, and use AI search if needed to locate LinkedIn profiles. Claygent can be useful in this process, especially for enriching profiles and determining if companies fit your ICP.
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i dont want to track them, its an old crm list, i want to check if they are at the current job we have listed, if not then i want to research and find their new job title and company, then i will find their email from there
To verify and update job information for your old CRM list, we recommend using our "Verify if a person still works at a company" workflow. Here's how: 1. Input the LinkedIn URLs and company LinkedIn URLs (if available) from your CRM into Clay. 2. Use the "Track Job Changes" feature: • Go to your people table in Clay • Click "Actions > Monitor for Job Changes" • Input the LinkedIn URL column • Click "Save and run" This will check if people are still at their listed jobs and identify any changes. For those who've changed jobs, our enrichment process will help find new job titles and companies. To get updated emails, you can use our email finding tools after confirming the new company information.
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all i have is their name and old email - so first i need to see if thats correct, then try and find their current linkedin profile url if it is not, based on their previous information. then bring their new info in - please suggest the workflow for this
Here's a workflow to verify and update contact information: 1. Combine the first and last name into a "full name" field using a formula column. 2. Use the full name and old email as inputs for LinkedIn Profile URL enrichment. Start with a small sample to test accuracy. 3. If needed, extract the company domain from the old email and use Clay's 'Enrich Company' to find the company name. This can improve LinkedIn profile matching. 4. Once you have the LinkedIn profile URL, use the "Find Work Email from Profile URL" action to get updated work email information. 5. Use Clay's "Enrich Person from Profile" feature to get the latest job information from the LinkedIn profile. This process should help verify existing information and update with current job details.
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Here's a recommended workflow to update your old CRM list: 1. Combine first and last names into a "full name" field using a formula column. 2. Extract the company domain from the old email addresses. 3. Use Clay's 'Enrich Company' to find the company name from the domain. 4. Use the full name, old email, and company name to enrich LinkedIn Profile URLs. 5. Once you have LinkedIn URLs, use the "Verify if a person still works at a company" workflow to check current employment status. 6. For those who've changed jobs, use Clay's "Enrich Person from Profile" to get updated job information. 7. Use "Find Work Email from Profile URL" to get current email addresses. 8. Update your CRM with the refreshed data, including new job titles, companies, and contact information. This process helps verify existing information and update with current details, ensuring your CRM stays fresh and accurate.
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