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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
About this course

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.

In this course
Intro to CRM Enrichment
Intro to CRM Enrichment
4 min
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Importing from your CRM
Importing from your CRM
5 min
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Clay x HubSpot Actions
Clay x HubSpot Actions
5 min
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Clay x Salesforce Actions
Clay x Salesforce Actions
5 min
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Enriching your CRM Data
Enriching your CRM Data
5 min
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Keeping your CRM data fresh
Keeping your CRM data fresh
4 min
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Taking action on enriched CRM data
Taking action on enriched CRM data
4 min
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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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