🔄 Mastering CRM Data Export in Clay: Streamlining Your Workflow


Welcome to your next lesson in mastering Clay: Adding Contacts to Your CRM. Today's session is pivotal for maintaining a lean, mean, customer relationship machine. Without proper CRM hygiene, your sales efforts could be as effective as shouting into the void. Let's explore how to keep your CRM spotless with best practices for adding new data.

This guide will walk you through the straightforward yet crucial steps of cross-verifying and injecting fresh contacts into HubSpot via Clay. Whether you’re dealing with HubSpot, Salesforce, or another system, this CRM course will ensure your database is an ally, not an albatross, in your marketing strategies.

✅ First, Check Your CRM Before You Update Data

Before you add contacts to your CRM, make sure you're not duplicating efforts. It's all about checking twice and entering once!

Before a single byte of new data enters your CRM, validate its newness. A cluttered CRM is the path to customer service chaos. We’ll lookup records to see if we’re adding truly net new data before doing anything crazy. 

Utilize email as the primary beacon to identify contact uniqueness within your CRM, ensuring a clear signal amidst the noise. If you have other unique identifiers like LinkedIn profile, or Name + Company, make use of those as well. 

Setting up lookup criteria
Making use of the Lookup Contact function to ensure non-redundancy

➕ Conditionally Add Net New Contacts

Once we’ve double checked to see if a contact exists, we’ll make use of AI formulas + conditional runs to only update the contacts that we know for certain are net new - preventing us from clogging up the CRM with messy duplicate data. 

Adding new contacts or updating existing ones using conditional runs

There you have it, CRM wizards-in-training. With these best practices, you're now equipped to ensure that your CRM remains an enchanted forest of opportunities, not a dreaded swamp of duplicates. Use your newfound skills wisely as you weave through the databases. Now, go forth and keep that CRM spellbindingly spotless!

In the ever-evolving landscape of data management, importing information from your Customer Relationship Management (CRM) system into Clay can be a game-changer for your workflow. Let's dive into how we at Clay have simplified this process, making it more efficient and user-friendly than ever before.

Push Data To Your Email Sequencer
Using AI to craft personalized outbound emails? Then you’ll need to learn how to sync data to a sequencing tool like Smartlead or Instantly in addition to your CRM.
Course Completed
Intro to Clay 101
2 mins
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Find Companies
3 mins
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Enrich Companies (Waterfalls)
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Enrich People (Waterfalls)
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Prompt Engineering Crash Course
8 mins
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Claygent: AI Web Scraper
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AI Formulas + Conditional Runs
8 mins
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Data Cleaning + Normalization
3 mins
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Intro to Al Snippets (Copywriting)
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Lead Scoring
7 mins
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Push Data To Your CRM
5 mins
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Push Data To Your Email Sequencer
4 mins
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Download as a CSV
3 mins
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Import from CRM
3 mins
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Google Sheets
6 mins
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Find Local Businesses Using Google Maps
3 mins
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Find Company Lookalikes
7 mins
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Find Jobs Source + Enrichment
5 mins
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Write to Table
6 mins
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