Building a data waterfall

Waterfalls overview

Waterfalls allow you to configure multiple data providers sequentially, maximizing enrichment coverage for your endpoints.

Benefits of waterfalls

There are many benefits to using waterfalls:

• Better data accuracy. Improve lead enrichment coverage by leveraging multiple data providers sequentially. Ensure you maximize both data quality and coverage with over 100+ providers and AI agents.
• Save internal resources. Reduce the time, costs, and engineering hours needed to maintain technology and manage data contracts, allowing your team to focus on scaling and adapting to GTM changes.
• Eliminate procurement fatigue and headaches. Managing multiple data provider APIs leads to system breakdowns, credit and rate limits, and unused data contracts. Clay’s managed data marketplace gives you instant access to 100+ providers, no maintenance required.

Parts of getting set up for a waterfall

• Choose waterfall data providers and the order you want them to be in. Arrange and prioritize data providers in your waterfall to maximize efficiency, coverage, and accuracy
• Indicate waterfall data providers outputs. Specify the outputs for each provider in your waterfall. This is done in advance for your pre-configured waterfalls. Pay close attention to this in custom waterfalls to ensure you are configuring the correct endpoint to output.
• Specify waterfall inputs. Each waterfall will require a combination of required inputs. Select and map the inputs you want to provide based on the requirements of your chosen providers.

Types of pre-built waterfalls

Most common endpoints for waterfalls include:

• Phone number
• Email (Personal)
• Phone number
• Employee count
• Tech stack
• Funding (Total, latest)

Run pre-built waterfalls

To run a pre-built waterfall:

1. Click Add enrichment on the top right corner of your table and search for the data point you want to run a waterfall for (ex. Phone number). Under Waterfalls, select the waterfall you want to run.
2. Configure your Waterfall sequence. You can reorder, add. or delete your waterfall data providers.
3. Enter the required data inputs, such as email addresses or social profile URLs, to set up the enrichment waterfall.
4. Optionally, choose to output the name of the successful provider and hide the provider columns for a cleaner table view.
5. Configure Run settings, including enabling auto-update or setting conditions for when the waterfall should run.

Build custom waterfalls

You can also build your own custom waterfall containing your combination of data providers. To build a custom waterfall:

1. Click Add column and select Waterfall to access the custom waterfall panel.
2. Configure the sequence of data providers and the Waterfall output for each action within the sequence. The waterfall will run in the order you provide.
3. Specify the Required inputs you want to search by and map your endpoints.
4. Optionally, choose to output the name of the successful provider and hide the provider columns for a cleaner table view.
5. Configure Run settings, including enabling auto-update or setting conditions for when the waterfall should run.

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