CRM ENRICHMENT
How CRM enrichment works
Turn your messy CRM into a revenue engine. We define, build, enrich, and maintain your HubSpot data infrastructure.
Step 1
Onboard
Define What Clean Data Means
- Audit your current CRM data quality and structure
- Define your ICP fields, lifecycle stages, and scoring criteria
- Map required enrichment fields to revenue outcomes
- Align sales and marketing on a shared data standard
"You can't enrich what you haven't defined. We start with the blueprint."
Step 2
Setup
Build & Test Clay-Powered Automations
- Connect Clay to your HubSpot instance and data sources
- Build enrichment workflows with waterfall logic for accuracy
- Test on a sample batch and validate output quality
- Configure field mapping, deduplication, and error handling
"We build once, test thoroughly, then deploy at scale."
Step 3
Enrich
Bulk CRM Cleanup & Data Refresh
- Run bulk enrichment across your entire contact database
- Fill missing fields: titles, emails, phone, company data
- Flag and merge duplicate records automatically
- Verify emails and remove bounced or invalid contacts
"Your CRM goes from 40% complete to 95%+ in days, not months."
Step 4
Maintain
Evergreen CRM Hygiene
- Automated enrichment runs on every new contact and company
- Scheduled re-enrichment catches job changes and stale data
- Data quality dashboards and alerting for anomalies
- Ongoing optimization as your ICP and market evolve
"Clean data isn't a project — it's a system. We keep it running forever."
Ready for clean data?
Let us turn your CRM into a revenue engine with automated enrichment and hygiene.