Optimizing Salesforce Leads: Leveraging Clay for Cleanup | Clay

Optimizing Salesforce Leads: Leveraging Clay for Cleanup

I have been tasked to cleanup our leads and contacts in Salesforce and I wanted to ask for help from the community on how people have leveraged Clay to do this. The end goal is to have only key stakeholders who match our personas connected to out target and client accounts vs the current state where some accounts have 100+ people due to some legacy process relating to prospecting.

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To clean up your Salesforce leads and contacts using Clay and ensure only key stakeholders matching your personas are connected to target and client accounts, follow these steps: ** Import your existing Salesforce contacts into Clay. Use Clay’s import or lookup features to pull in current records, scoped to the fields and objects your OAuth user can access. ** Enrich and qualify contacts. Use Clay’s enrichment actions (like “Enrich People” or “Find People”) to gather additional data and apply conditional logic to qualify contacts against your target personas. This helps you identify which contacts are true key stakeholders. ** Identify and remove duplicates. Clay can help you spot and consolidate duplicate contacts, ensuring your CRM remains clean and accurate. ** Filter and segment. Use Clay’s workflow tools to segment contacts by persona, role, or other criteria relevant to your ICP. Only those matching your definitions should be marked for retention. ** *Export only the qualified, deduped contacts back to Salesforce. Clay allows you to conditionally push only net new or updated records, preventing unnecessary clutter in your CRM. This approach positions Clay as a gatekeeper, ensuring only high-quality, relevant contacts are associated with your accounts in Salesforce, and legacy or irrelevant contacts are filtered out. For more advanced segmentation, you can also use Clay’s custom categorization features to further refine your stakeholder lists before syncing them back to Salesforce .
Sources: Intro to CRM Data Enrichment [CRM Enrichment] - Clay University Push Data To Your CRM [Clay 101] - Clay University Salesforce integration overview | Documentation | Clay University Push Data To Your CRM [Clay 101] - Clay University