Getting started with Datagma

The Datagma integration in Clay allows users to enrich data on companies and individuals, including finding contact information like mobile numbers, work emails, and social profiles. This tool is especially useful for enhancing lead generation and outreach by providing critical details on companies and employees based on various search criteria.

There are many actions you can do with Datagma, including:

• Enrich Company
• Enrich Person
• Find Mobile Number
• Find Social Profile (LinkedIn)
• Find Work Email
• Find Emplyees at Company Based on Title

We'll cover how to connect Clay to Datagma, then we'll go over each action that is available with Datagma.

But first let's talk a bit about data enrichment waterfalls.

Getting better email and phone number coverage with waterfall enrichments

Datagma is great for finding email and phone number contacts, but it's not the only way to get this data.

For better coverage on email data, we recommend using Clay's waterfall enrichments, which will let you search sequentially across multiple data providers. Learn more on how to use Clay waterfalls with this Clay University lesson.

That said, let's get into it on how to use Datagma with Clay! 

Connecting with Clay with Datagma

You have two options to connect Datagma with Clay.

Option 1: Use the Clay-managed Datagma account

By default, Datagma enrichments will use the Clay-managed Datagma account. This means that any new enrichment will charge the designated credit amount.

Simply pull up any Datagma enrichment within Clay to use the Clay-managed Datagma account.

Option 2: Add your own Datagma API key

If you are currently on paid plan (Starter, Explorer, Pro) you can use your own Datagma account within Clay through an API key.

To add your own API key for any Datagma enrichment, you can do so when you're selecting an account.

Below is an example of where to click within the enrichment panel to add your API key. For more instructions on how to find your Datagma API key, follow these instructions within Datagma's documentation.

Action Enrich company

The Enrich Company action helps you enrich a company given a company name or website.

Step 1: Choose the Datagma account you want to use
Note that you can use either the Clay-managed Datagma account or your own key.
If you use the Clay-managed Datagma account you will be charged at 2 credits per enriched cell.

Step 2: Input Company Search Criteria
Enter the company name or website into the search criteria field. Ensure that the information provided is accurate to receive the most relevant results from Datagma.

Optional Step: Select Auto-update
By default, Datagma will auto-update the integration every 24 hours. Make sure to toggle this step off if you do not want to auto-update, however, you might run into stale data problems.‍

Optional Step: Select Conditional Run Criteria
If you want to only run this enrichment under set circumstances, you are able to input formulas where the column runs only if the formula is true. Learn more about conditional runs in this Clay University lesson.

Action Enrich Person

The Enrich Person action helps you enrich a person given an email address, LinkedIn URL, or Company + Full Name.

Step 1: Choose the Datagma account you want to use

Note that you can use either the Clay-managed Datagma account or your own key.

If you use the Clay-managed Datagma account you will be charged at 2 credits per enriched cell

Step 2: Select input for Person Search Criteria and Full Name (If necessary)Person Search Criteria: Enter a work email, personal LinkedIn URL, or company website. If using a company website, also include the full name in the panel below to ensure accurate search results.

Step 3: Select additional data options
Select which additional data you want Datagma to return:

• Phone Number Data: Includes the person’s phone number.
• All Person Data: Includes detailed information such as past experiences and education.
• Company Data: Includes information about the person’s current company.

Step 4 (Optional): Select Auto-update
By default, Datagma will auto-update the integration every 24 hours. Make sure to toggle this step off if you do not want to auto-update, however, you might run into stale data problems.

Step 5 (Optional): Select Conditional Run Criteria
If you want to only run this enrichment under set circumstances, you are able to input formulas where the column runs only if the formula is true. Learn more about conditional runs in this Clay University lesson.

Action Find Mobile Number

The Find Mobile Number action helps you find the mobile number of an individual using email address or LinkedIn Profile.

Step 1: Choose the Datagma account you want to use
Note that you can use either the Clay-managed Datagma account or your own key.
If you use the Clay-managed Datagma account you will be charged at 25 credits per enriched cell

Step 2: Select Setup Inputs

• Social URL (Preferred): Enter a LinkedIn URL (personal or Sales Navigator). If this URL is provided, any email information entered will be disregarded.
• Email (Optional): If no social URL is provided, you can enter either a work or personal email address to proceed with the enrichment.

Step 3 (Optional): Select Auto-update
By default, Datagma will auto-update the integration every 24 hours. Make sure to toggle this step off if you do not want to auto-update, however, you might run into stale data problems.

Step 4 (Optional): Select Conditional Run Criteria
If you want to only run this enrichment under set circumstances, you are able to input formulas where the column runs only if the formula is true. Learn more about conditional runs in this Clay University lesson.

Action Find Social Profile (LinkedIn)

The Find Social Profile action helps you retrieve an individual's LinkedIn profile using their full name and email address for a company domain.

Step 1: Choose the Datagma account you want to use
Note that you can use either the Clay-managed Datagma account or your own key.
If you use the Clay-managed Datagma account you will be charged at 2 credits per enriched cell

Step 2: Select Setup Inputs

• Full Name: Enter the complete name of the individual whose LinkedIn profile you are looking for.
• Email (Optional): Provide the email address to enhance the search accuracy.
• Company Domain (Optional): Enter the company domain. This is preferable as company email domains can vary, and using the company domain might yield more precise results.

Step 3 (Optional): Select Auto-update
By default, Datagma will auto-update the integration every 24 hours. Make sure to toggle this step off if you do not want to auto-update, however, you might run into stale data problems.

Step 4 (Optional): Select Conditional Run Criteria
If you want to only run this enrichment under set circumstances, you are able to input formulas where the column runs only if the formula is true. Learn more about conditional runs in this Clay University lesson.

Action Find Work Email

The Find Work Email action helps you find the work email of an employee at a company given full name and a company name.

Step 1: Choose the Datagma account you want to use
Note that you can use either the Clay-managed Datagma account or your own key.
If you use the Clay-managed Datagma account you will be charged at 2 credits per enriched cell

Step 2: Select Required and Optional Setup Inputs

• Employee Full Name: Provide the full name of the individual whose work email you are seeking.
• Company Domain: Enter the domain associated with the company of the employee.
• Additional Inputs (Optional):
  • Company LinkedIn URL: Include this to enhance the accuracy of the email search.
  • Employee Location: Specify the geographical location of the employee for more precise results.

Step 3 (Optional): Select Auto-update
By default, Datagma will auto-update the integration every 24 hours. Make sure to toggle this step off if you do not want to auto-update, however, you might run into stale data problems.

Step 4 (Optional): Select Conditional Run Criteria
If you want to only run this enrichment under set circumstances, you are able to input formulas where the column runs only if the formula is true. Learn more about conditional runs in this Clay University lesson.

Action Find Employees at Company Based on Title

The Find Employees at Company Based on Title action helps you find employees with given job titles at the specified company.

Step 1: Choose the Datagma account you want to use
Choose between using your personal Datagma account or the Clay-managed account.
If you opt for the Clay-managed account, you will be charged 2 credits per enriched cell.

Step 2: Input search criteria
Company Search: Enter the company name or website.Job Titles: Specify up to six job titles you wish to search for.
Employee Details (Optional): Define the number of employee profiles you wish to retrieve (up to 10) and their country of employment.

Step 3 (Optional): Select Auto-update
By default, Datagma will auto-update the integration every 24 hours. Make sure to toggle this step off if you do not want to auto-update, however, you might run into stale data problems.

Step 4 (Optional): Select Conditional Run Criteria
If you want to only run this enrichment under set circumstances, you are able to input formulas where the column runs only if the formula is true. Learn more about conditional runs in this Clay University lesson.

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