I'm doing a CRM data clean up for a client. So identifying old employees, job title changes, Old email addresses and phone numbers. Does anyone have any clay templates to get this done. Also I want to scale this out to other clients, so will the workflow change for hubspot, Salesforce etc..
Yes, Clay offers templates and solutions for CRM data cleanup across different platforms. Here's what you need to know: 1. There's a specific template for checking job changes and updating contact details in HubSpot, which you can access through Clay's template library. 2. The enrichment process works across all major CRM platforms including HubSpot, Salesforce, and others - the principles remain the same regardless of the CRM system you use.The enrichment process includes: ** Pulling existing social information from your CRM ** Enriching social data to find updated details like job titles ** Using AI search to locate LinkedIn profiles for contacts with missing information ** Compiling and updating records with fresh information * Tracking the last enrichment dateClay acts as a data cleanroom, helping prevent duplicate entries and ensuring data accuracy across all your CRM platforms. The system can be set up to automatically refresh data based on customizable rules, such as quarterly updates, keeping your contact information current.To get started, you can copy Clay's template and import your CRM data for cleaning and enrichment. Sources: Claybooks: Clean up parent company data in your CRM with HG Insights | Clay.com Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Intro to CRM Data Enrichment [CRM Enrichment] - Clay University Power your outbound campaigns with our best templates | Clay.com
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Hey there, thanks for reaching out! Just to confirm, you're taking outdated data from a Clients CRM and then updating various data points using Clay? Which data points are you specifically trying to update? We don't have a direct template for this since this process is dependent on what data points you're trying to enrich for. :) Happy to brainstorm a bit and see where you're at. :)
So key data points that client wants checked and updated are:
Contact still at company
Contact details are correct
If contact has moved to another company then create new company in Salesforce
Company summary or report updated for present
Identify any changes to decision maker hierarchy and present that back into CRM. i.e. New head of trading
Then push this data back into salesforce
These are just a few things they mentioned and what i think would make a good workflow for what they are looking for.
Hey Hanad! For this contact verification setup, I'd love to see your data in Clay first so I can guide you better. Here's how we can tackle this: For checking contacts: - With LinkedIn profiles -> Use Enrich Person - Without profiles -> Start with LinkedIn waterfall, then Enrich Person We can use ChatGPT to compare company matches in their experience. If they've moved, we'll create new company records in your CRM. From there for new decision makers, we'll add Find Contacts at Company in the same table with a conditional formula. Once they find results, they send to a new table alongisde the company data and that new table update the company. For company data You can Claygent to find more infos on the company or "Enrich Company" enrichment Steps by step 1. Get your Salesforce data into Clay 2. Run enrichment to verify everything (Enrich Person from Profile, Find Decision Makers, company enrichment) 3. Send it back to Salesforce Let me know once you're ready to roll if you hit any issues, we'll help
I need some help finding this CRM LinkedIn template. Above, Clay stated that "To get started, you can copy Clay's template and import your (Hubspot) CRM data for cleaning and enrichment." Where is the specific template that you reference in this post? I looked through all of the tutorial links and online in Clay and can't seem to find the template you are referencing. I could definitely use a specific template for checking job changes and updating contact details in HubSpot, I just can't find it in Clay's template library like you said.
Hey hanad
You can see all of our templates and claybooks here: https://www.clay.com/claybooks https://www.clay.com/templates
In this case, it was referring to this specific claybook: https://www.clay.com/claybooks/clean-up-parent-company-data-in-your-crm-with-hg-insights
Let me know if you need help finding anything else!
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