Monitoring Dynamic Prospect Lists for Customer Signals | Clay

Monitoring Dynamic Prospect Lists for Customer Signals | Clay

Clay Support
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When you import a dynamic list from your CRM, Clay automatically checks this list on a schedule and imports new contacts that meet your criteria. [1]
For monitoring job changes specifically, you can set up Job Change Signals that will monitor contacts in your table for new hires and job postings. [2] However, the signals monitor the existing contacts in your table - they don't automatically add new rows from your dynamic CRM list.
To achieve what you want, you'll need both:
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A scheduled import of your dynamic CRM list (which adds new prospects and removes converted ones)
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Job change monitoring on the imported contacts
For automatic row removal when prospects become customers, you can enable auto-delete on tables with webhook sources. [3]
I'd recommend trying Sculptor (our built-in AI tool in the top-right corner) to help set up this workflow - it can guide you through building the automation you need.
Clay Support
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Is that clear and helpful for you?
Garrett W.
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Hmm may need more human help here
Clay Support
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I understand this can be a bit complex, so I’ll connect you with one of our human agents who can assist you further.
Clay Support
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Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
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Amit K.
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Hey Garrett- it depends on whether the signal fires off before the accounts are removed. Are you removing them through a dedupe?
Amit K.
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Or manually?
Garrett W.
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no just like imagine we have a list of target accounts
Garrett W.
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and over time we book mtgs w those target accounts
Garrett W.
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see like here for example https://app.clay.com/workspaces/532984/workbooks/wb_0t3wjm0UpbVd7uSQGMA/tables/t_0t3wjmfzM5CcMcdgxwd/views/gv_0t3wjmgKKCfzXaqhqQp
Garrett W.
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like how do i ensure we dont monitor accts that are now customers / opps on an ongoing basis
Amit K.
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Hey Garrett- apologies for misunderstanding. Could you send me a loom video describing this issue in more detail?
Garrett W.
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its not an issue, its really just a question!
Amit K.
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Hey Garrett- apologies, this is a good question. My instinct is that you'd have the signal run on a longer cadence, and then run a couple of web scraping enrichments or AI enrichments to confirm whether or not those accounts are your competitors. Based on whether they are or not, I'd score them with a formula column with a true or false, and those who fall under false can get filtered out of the list. Does that help or am I misunderstanding the use-case still.
Garrett W.
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still slightly misunderstanding