But that update is if something changes on our side, not when the background information, like the number of employees changes on the Clay side right?
We use Clay for specific actions, but we are using Clearbit to maintain firmographics in Salesforce
5 Answers
how do we trigger updates? Clearbit works by updating our accounts on a nightly basis if there is a change on the related account from their end. Can clay do it similarly?
Hey [user], it's mandatory for members to add their full names and a profile picture to their Slack profile (pets or AI-generated portraits also work). The community feels more intimate and less anonymous when one knows who they are engaging with so will be great if you can update your profile here. Thanks in advance! :handshake:
Yah, I should have mentioned that we are hoping to get rid of clearbit and rely solely on Clay. Your outline makes sense. The big difference is that Clearbit would automatically update each account whenever they detected a change on their end (M&A changes employee number), whereas this approach requires me either know when to update an account, or force an update of the entire DB on some regular basis.
My thoughts:
you can use clay to maintain all 10k firmographics, you just need to set it so Clay only enriches new or changed Salesforce accounts. Which could help you prevent burning credits or re-processing everything at once.
If you already have a Clearbit account, you can pull your Clearbit firmographics through clearbit api key in clay rather than using Clay credits, and the same applies if you prefer Apollo or other for basic data.
I think some teams do run it this way and some still let clearbit handle the passive CRM hygiene and use Clay only when they need deeper or outbound-specific enrichment.
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