Tips for Handling Data Enrichment and Unifying Contact Lists

Adam C.

Hi I'm running into 2 issues consistently and would love tips:

1.
How can I run enrichments that don't break if all inputs aren't available? Example: People Data Labs enrichment is great with Linkedin, but can often enough find someone from company name, location and full name. But I have to make that 2 separate enrichment columns. In other tools I could just dynamically set the query in the API call.
2.
I have a list of companies. I'm looking for contacts by A) running multiple contact searches across tools and B) uploading csvs I have from private means (ex: conference list), How do I unify the this data into 1 contact table so I can enrich in 1 place? I find the data often overwrites other rows and columns and I have to spend a of time unifying all the names into 1 column.

Appreciate any and all assistance

6 comments

Channeled
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For handling enrichments with incomplete inputs and unifying contact data, here are two key solutions: 1. For flexible enrichments: • Use AI formulas to create conditional logic for your enrichment workflows • Set up waterfall enrichment to search sequentially across multiple providers until you find valid matches • Configure enrichment columns to run only under specific conditions using formulas that trigger when certain criteria are met 2. For unifying contact data: • Use Clay's waterfall feature to search multiple enrichment tools in order for any given field of information - you'll only pay once a result is found • You can access data directly from 100+ external enrichment tools in our central, credit-based marketplace, including Hunter, Apollo, SalesNavigator, and more • This approach typically triples data coverage and quality by combining multiple data sources
Sources: Clay Waterfall: maximize your coverage of contact info | Clay.com Flexibly run any workflows based on conditional logic | Clay Clay enrichments integration overview | Documentation | Clay University FAQ | Clay.com
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Hi Adam C.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Adam C.
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Hi, this doesn't answer my question for multiple enrichments as using the same provider in the same waterfall is not allowed by clay.
Channeled
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For unifying contact data and managing multiple enrichments effectively: 1. To combine contacts in one table: • Use the "find contacts" search option in the enrichment tab • Select the option to save results into the company table • Set a limit of 1 result per company if needed • The contacts found will be automatically enriched and added to the same table 2. To prevent data overwrites and preserve existing data: • Before running new enrichments, use Lookup columns to pull existing data from your other tables or CRM • This helps avoid duplicate enrichments and preserves your existing data 3. For managing column dependencies: • First confirm your desired column order and dependencies • For new rows only, filter for those specific rows before running enrichments • This ensures new dependencies are applied without overwriting existing data Note: While you can't use the same provider multiple times in a single waterfall, you can maximize data coverage by using Lookup columns to combine data from different sources and running enrichments strategically on filtered views.
Sources: Guide: Ways to save Clay credits | Documentation | Clay University Enrich People (Waterfalls) [CRM Enrichment] - Clay University
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