Clean CRM with accurate names, domains, headcount, and company-to-company associations if recently acquired

Step 2:

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Add company names and domains to the first table

To start this workflow, manually enter record IDs (optional, but recommended), company names, and company domains into the first three columns, respectively. From there, Clay will automatically normalize company names and domains, then write that data to a second table for further enrichment.

To learn how to write data to a different table, take the Clay 101 lesson: Mastering Write to Table.

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Step 3: 

Edit AI prompts to fit your category and business

The second table “B2B SaaS Check” uses a series of Claygent and ChatGPT prompts (six total) to identify whether or the company is a SaaS company in B2B: 

• SaaS Research (3 prompts):
  
  1. Company description
  2. What they sell
  3. Pricing model
• B2B Research: Single Claygent prompt to analyze target customers.
• Decision prompts: Two separate evaluations:
  
  1. SaaS check: Reviews 3 SaaS Research summaries → returns is_saas
  2. B2B check: Analyzes target custom summary→ returns is_b2b

Replace the six prompts with your own category definitions to tailor the table to your needs. After the table determines whether or not the company fits your stated criteria (in our example, B2B SaaS), it writes those companies to a new table for further enrichment. 

To learn how to master AI prompting, take the Clay 101 lesson: The S.P.I.C.E Framework

Step 4:

Check for M&A (optional) 

If you don’t need to detect whether or not a company was involved in a merger or acquisition, then you can skip tables 3 and 4 entirely and push directly from the B2B SaaS check (or whatever industry you input) to employee headcount enrichment. 

For everyone else, tables 3 and 4 work together to identify if a company was involved in a merger or acquisition, who in the process acquired who, and whether or not the acquired company is active (still in business) or inactive (rolled up into the acquirer). 

Good news: This entire process is already prebuilt in this table template. All you need to do is connect to APIVoid (you need your own account) using the HTTP API column in table 4 (“Active/Inactive company”). APIVoid checks to see if the acquired company website is live, inactive, or redirected to a different URL. 

To learn how to use HTTP API, take the Clay 101 lesson: Unlocking the power of HTTP API.

Step 5: 

Enrich companies with employee headcount

Next, we’re going to enrich companies with employee headcount. To do that, we enrich companies with their LinkedIn company data. If a company doesn’t exist in Clay’s database (rare, but it happens), you can use Apify (natively integrated with Clay but you need your own account to run it) to find additional company headcount.

Step 6: 

Update CRM records

Last, it’s time to update your CRM with clean company names, domains, and employee headcount, and create a company-to-company association if a company was acquired by another company. 

This final table includes all of the data we collected in the previous tables that you need to push to your CRM to update, organized into one pane of glass. Simply add a CRM lookup column, or create/update object column. You can push data to any CRM or export via CSV as well. 

To learn how to create or update objects in CRM, take the Clay 101 lesson: Mastering CRM data export.