Update Contacts in Table Without Adding Duplicates

Clay S. can I upload contacts into a table and update them vs adding duplicates?

· Sorted by Oldest

Channeled
APP
·
·
Yes, you can upload contacts into a Clay table and update them without adding duplicates. Here's how: 1. First, use the "Lookup Contact" action to check if contacts already exist in your CRM. 2. Use email as the primary identifier for contact uniqueness. 3. Set up a conditional run to only add net new contacts. This prevents duplicate entries in your CRM. 4. Use the "write to table" feature to transfer data between tables if needed. By default, Clay won't create duplicate records in integrated CRMs like Salesforce. This approach ensures your data remains clean and duplicate-free while updating your contacts.
Sources: Push Data To Your CRM [Clay 101] - Clay University FAQ: Will Clay create duplicate records in Salesforce? Push Data To Your CRM [Clay 101] - Clay University Push Data To Your CRM [CRM Enrichment] - Clay University
Bruno R.
·
·
Hi Adam, thanks for your message - you can configure deduplication rules in the table you're importing new leads to as follows: https://www.loom.com/share/202f00a15bee43bcb37d2d346c84d15e?sid=05231897-c24c-40a2-8aa3-7e80ebace9c7 I suggest using a linkedin url or a company domain as a unique identifier for the deduplication. Let me know if I can help with anything else here!
Channeled
APP
·
·

Channeled
APP
·
·
Yes, you can upload contacts into a Clay table and update them without adding duplicates. Here's how: 1. First, use the "Lookup Contact" action to check if contacts already exist in your CRM. 2. Use email as the primary identifier for contact uniqueness. 3. Set up a conditional run to only add net new contacts. This prevents duplicate entries in your CRM. 4. Use the "write to table" feature to transfer data between tables if needed. By default, Clay won't create duplicate records in integrated CRMs like Salesforce. This approach ensures your data remains clean and duplicate-free while updating your contacts.
Sources: Push Data To Your CRM [Clay 101] - Clay University FAQ: Will Clay create duplicate records in Salesforce? Push Data To Your CRM [Clay 101] - Clay University Push Data To Your CRM [CRM Enrichment] - Clay University
Bruno R.
·
·
Hi Adam, thanks for your message - you can configure deduplication rules in the table you're importing new leads to as follows: https://www.loom.com/share/202f00a15bee43bcb37d2d346c84d15e?sid=05231897-c24c-40a2-8aa3-7e80ebace9c7 I suggest using a linkedin url or a company domain as a unique identifier for the deduplication. Let me know if I can help with anything else here!
Channeled
APP
·
·