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Deduplication at Scale: Using Clay + AI to Keep Your CRM Clean

September 28, 2025

The problem

  • Different enrichment sources = different answers.
  • Clearbit says “VP Sales.” Apollo says “Head of Growth.” LinkedIn says “CRO.”
  • Garbage in → garbage out for your CRM.

Step 1: Run Multi-Source Enrichment

  • Pull contact/company data from 2–3 APIs.
  • Typical stack: Clearbit + Apollo + LinkedIn scrape.
  • Store results in separate columns.

Step 2: Identify Conflicts

  • Use Clay formulas to flag mismatches.
  • Example: if job_title_A ≠ job_title_B.
  • Add a “Conflict Detected” column = Yes/No.

Step 3: Use Agentic AI to Resolve

  • Prompt Claygent: “Given these 3 job titles, which is most accurate for a B2B prospect in Sept 2025? Return single title.”
  • Add context (last updated date, source reliability).
  • AI outputs “Final Title.”

Step 4: Clean for Salesforce

  • Only push “Final Title” to CRM.
  • Keep raw enrichment data in Clay for audit.
  • Write notes like: “Resolved from 3 conflicting sources.”

Step 5: Automate at Scale

  • Run daily dedupe jobs.
  • Update existing records instead of creating duplicates.
  • Add logic: if AI confidence <70%, send to SDR for manual check.

Why this matters

  • Sales hates bad data.
  • SDRs waste time calling the wrong people.
  • Deduplication boosts conversion and keeps Salesforce clean.

Pro tips

  • Weight LinkedIn higher for job titles, Apollo higher for emails.
  • Use AI to normalize formatting (VP Sales vs Vice President, Sales).
  • Track % of conflicts resolved automatically vs manual.

Outcome

  • Clean, trusted lead lists.
  • Fewer bounced emails.
  • SDRs spend time selling, not cleaning data.
  • Clay becomes your “truth layer” between APIs and Salesforce.

Let’s Sync

Ready to peek behind the curtain and see how Clay workflows are built?