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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 Enrichment

4 minutes

Importing from your CRM

5 minutes

Clay x HubSpot Actions

5 minutes

Clay x Salesforce Actions

5 minutes

Enriching your CRM Data

5 minutes

Keeping your CRM data fresh

4 minutes

Taking action on enriched CRM data

4 minutes

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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