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CRM Enrichment
CRM Enrichment

Build data hygiene processes for your CRM at scale, and keep it automatically up-to-date.
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This course includes
- Import data from your CRM
- Clean and normalize messy data
- Use AI formulas and Claygent
- Push enriched data back to CRM
- Automate continuous data updates
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.
Intro to CRM Enrichment
Importing from your CRM
Clay x HubSpot Actions
Clay x Salesforce Actions
Enriching your CRM Data
Keeping your CRM data fresh
Taking action on enriched CRM data
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CRM Enrichment
Showcase your proficiency in transforming incomplete customer records into comprehensive, actionable profiles. Demonstrate your ability to import CRM data into Clay, enrich records with contact and company intelligence, clean and standardize the data, then bidirectionally sync back to your CRM with automated updates.
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