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Delaying Salesforce Enrichment: Seeking Effective Strategies

Avatar of Alek J.Alek J.
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Has anyone had success with a method to delay a Salesforce enrichment (or any enrichment field)? I have a table that creates leads → sends them to another table → performs a lookup on the Lead ID. But I need to delay the second lookup because the object hasn’t yet been enriched with the Outreach ID and other data I need for the next step. I’ve tried a few formula fields that check the created timestamp and wait 5 minutes, but no luck—since the formula is only evaluated when the input field changes. I know I could run webhooks from Zapier with a delay, but I’d like to avoid that since this seems like a fairly simple function, and adding Zapier would increase complexity and reduce reliability. Any feedback or ideas would be appreciated!

7 comments

  • Avatar of Channeled
    Channeled
    APP
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    Unfortunately, we don't currently have a built-in feature to delay enrichments or lookups within Clay. Scheduling enrichments is a feature we're actively working on, but it's not available yet. In the meantime, you might consider using our CRM sync feature. If you're using a table with a CRM source, it'll update in a two-way sync every 24 hours. This could potentially help with your Salesforce enrichment delay issue. Is there a specific reason you need to delay the enrichment? Understanding your use case better might help us suggest alternative approaches within Clay's current capabilities.

  • Avatar of Alek J.
    Alek J.
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    Because when leads get created I need to wait for all the lead information to populate in SF.

  • Avatar of Channeled
    Channeled
    APP
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    Unfortunately, we don't currently have a built-in feature to delay enrichments or lookups in Clay until Salesforce data is fully populated. However, here are some strategies you can try: 1. Use conditional runs to qualify leads early in your workflow. 2. Consider using our CRM sync feature, which updates every 24 hours for tables with a CRM source. 3. Implement a "Last Enrichment Date" field in your Clay table and use it to trigger updates only after a certain time has passed. If these solutions don't meet your needs, you may need to request human assistance for a more tailored approach.

  • Avatar of Jani V.
    Jani V.
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    I don't think you can avoid the zapier/make/n8n complexity for this use case

  • Avatar of Channeled
    Channeled
    APP
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    Unfortunately, we don't currently have a built-in feature to delay enrichments or lookups until Salesforce data is fully populated. However, here are some strategies you can try: 1. Use conditional runs to qualify leads early in your workflow. 2. Implement a "Last Enrichment Date" field in your Clay table and use it to trigger updates only after a certain time has passed. 3. Consider using our CRM sync feature, which updates every 24 hours for tables with a CRM source. If these solutions don't meet your needs, you may need to request human assistance for a more tailored approach. Click on "Talk to a person" for further help.

  • Avatar of Channeled
    Channeled
    APP
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  • Avatar of Alek J.
    Alek J.
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    Jani V. Thanks, I've been banging my head against the wall for a few hours now trying to thing through this, but I'll likely take the Zapier route for now. Hopefully I can simplify once the scheduling runs becomes available.