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

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?

