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CRM Enrichment

Build data hygiene processes for your CRM at scale, and keep it automatically up-to-date.

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Table of contents

Intro to CRM Data Enrichment

5 mins

Import from CRM

3 mins

Enrich Companies (Waterfalls)

4 mins

Enrich People (Waterfalls)

5 mins

AI Formulas + Conditional Runs

8 mins

Data Cleaning + Normalization

3 mins

Claygent: AI Web Scraper

7 mins

Push Data To Your CRM

5 mins

Keeping your CRM Up to Date With Clay [CRM Enrichment]

5 mins

Just-in-Time Information (Automating Meeting Prep)

5 mins

Course details

CRM Enrichment

Beginner - Intermediate

In CRM Enrichment, you'll learn how to fill missing gaps of data in your CRM, manage deduplication, and create workflows that keep your most valuable leads up to date as frequently as you need them refreshed.

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