Lead Enrichment Salesforce: Complete 2026 Guide - The GTM with Clay Blog
Claygent Builder: The easiest way to build, test, and deploy GTM Agents
Build production-ready Claygents in natural language with Sculptor. Test on real data for free, track versions, and deploy once across every workflow. All inside Clay.
How Clay Uses Clay Ads: From $250 to $25 CPL
See how Clay uses its own Ads feature to cut LinkedIn CPL from $250 to $25 and unlock Meta with enriched CRM audiences. No manual uploads needed.
HG Insights Corporate Hierarchy: GTM Precision in Clay
Use HG Insights corporate hierarchy data in Clay to clean CRMs, map parent-child accounts, and trigger expansion plays. See how it works.
Sales GTM Engineering: How Clay Built the Role From Scratch
Learn what sales GTM engineering is, how it collapses SDR, AE, and SE roles into one, and how Clay built and hires for this high-leverage function. See how it works.
How to Automate Inbound Lead Outreach: The Clay Playbook
Learn how to automate inbound lead outreach with enrichment, scoring, and personalized sequences. See the exact Clay workflow that runs without manual work.
demandDrive Joins Clay’s Partner Ecosystem as an Official Clay Studio Partner
demandDrive joins Clay’s partner ecosystem to help B2B teams turn account intelligence into pipeline and revenue with GTM engineering and automation.
B2B Sales Prospecting: 15 Strategies to Drive More Conversions
Master B2B sales prospecting with 15 proven strategies covering ICP building, multi-channel outreach, and list hygiene. Build a pipeline that converts.
AI Sales Assistants: 11 Ways to Accelerate Your Outbound
Discover 11 ways AI sales assistants automate lead research, enrichment, and email personalization. See how top B2B teams use them to accelerate outbound.
The Three Laws of GTM: How to Win in the AI Era
The three laws of GTM explain why uniqueness, saturation, and iteration speed determine who wins. Learn how AI changes the rules and what to do about it.
Best Work Email Finders by Segment: SMB vs. Enterprise
We tested 12 email finders across 4,700+ contacts to find the best work emails by segment. See accuracy, cost, and coverage winners for SMB and enterprise.
How Clay Converts Trial Users Into Customers With Automated Outreach
See how Clay uses automated outreach to convert trial users into customers, with enrichment, lead scoring, and personalized HubSpot campaigns. Learn how.
Best Mobile Phone Data Providers for B2B Sales Teams
We tested 9,806 numbers across 10 B2B mobile phone data providers. See which wins on accuracy, coverage, and cost for NAMER, EMEA, and APAC.
How to Build a Complete AI Outbound Sales Funnel
Learn how to build a complete AI outbound sales funnel—from account scoring to personalized outreach—using Clay waterfalls and automation. See how it works.
How to Get More Customers Using Outbound Sales: A Complete Guide
Learn how outbound sales works, who it's right for, and how to build a strategy from prospecting to closing. Covers cold calling, email, and more.
How to Automate 6 Cold Email Campaigns in One Clay Workflow
Learn how to automate 6 cold email campaigns from a single Clay table — with enrichment, AI classification, and deduplication built in. See how it works.
How Clay Identifies Tier 1 Accounts: A Three-Score System
See how Clay identifies tier 1 accounts using a three-score system: fit, engagement, and contract value. Learn how sales and marketing align on the same priorities.
Lead Scoring in Clay: A Step-by-Step Formula Guide
Learn how to build lead scoring formulas in Clay to prioritize your ICP leads by employee count, job postings, and more. See how it works.
How to Validate Cold Outbound Offers and Find Message-Market Fit
Learn how to validate cold outbound offers by finding message-market fit — from breaking down your value prop to testing with a phased email approach. See how it works.
Troubleshooting Outbound Sales and Prospecting: A Comprehensive Guide
Fix broken outbound sales campaigns with this guide. Diagnose open and reply rates, reduce no-shows, qualify prospects with MEDDIC, and optimize what's working.
Bulk Enrichment: Enrich Millions of CRM Records in Clay
Bulk enrichment lets Enterprise teams enrich millions of Salesforce records with firmographics, tech stack, and AI research — then write results back automatically.
Clay Templates: Automate, Customize, and Replicate Any GTM Workflow
Clay Templates let you replicate full GTM workflows in hours, not days. Automate prospecting from data scraping to AI messaging, free and fully customizable.
How to Optimize Your Credit Usage in Clay
Learn how to optimize your credit usage in Clay with conditional formulas, Clearbit waterfall lookups, and smarter enrichment workflows. Save credits fast.
AI for sales prospecting
Learn about how to use AI for sales prospecting in this comprehensive guide, including framework for creating AI prompts and examples of cold email templates using AI that real sales teams have used successfully to land clients. AI sales prospecting can save your team thousands of hours—and double or triple your positive response rates.
The Reverse Demo: How Clay Replaced Traditional B2B Sales Demos
A reverse demo lets prospects solve real problems live, guided by your rep. Learn how Clay used 100+ sessions to boost conversion, retention, and product quality.
Data Waterfalls: How to Maximize Contact Coverage with Clay
Data waterfalls query multiple providers in sequence so you only pay for matches. See how Clay pushes coverage from 30% to 80%+ without annual contracts.
How Clay Runs ABM Campaigns: A Step-by-Step Playbook
See how Clay runs ABM campaigns — scoring 300 accounts, personalizing mailers and landing pages, and automating SDR follow-up. Learn how.
How We Built Clay's GTM Engineering Function
See how Clay built its GTM engineering function with sprint-based delivery, founder-level reporting, and full sales automation. A practical inside look.
Best Personal Email Finder Tools: Tested and Ranked
We tested 5 personal email finder tools across 2,354 prospects. See accuracy, coverage, and pricing data — plus the waterfall order that hit 79% coverage.
How to Use OpenAI to Write Cold Emails from Scratch with Clay
Learn how to use OpenAI to write personalized cold emails at scale with Clay. Set up the integration, craft better prompts, and boost deliverability.
How to Run a Personalized Demo Play at Scale with Clay
Learn how to automate a personalized demo play using Clay, Claygent, and AI enrichment to build custom mockups at scale. See how it works.
Automated Slide Deck Creation: How Clay Builds QBRs from Your Data
Clay's automated slide deck creation pulls from Snowflake, Salesforce, and Gong to build QBRs in minutes. Save 90+ hours per quarter. See how it works.
HG Insights + Clay: B2B Technographic and Firmographic Data
HG Insights surfaces deep technographic and firmographic data from billions of documents. Use it in Clay workflows to enrich accounts and power GTM. See how it works.
B2B Cold Email Deliverability: 21 Best Practices
Master B2B cold email deliverability with 21 proven best practices: domain setup, inbox warmup, authentication, and copy tips that keep you out of spam. Learn how.
Basics of Google Search Operators: A Practical Guide
Learn the basics of Google Search Operators and how to use them in Clay for prospecting, list building, and company research. See how it works.
AI Lead Generation: The Complete B2B Guide
Learn how AI lead generation automates list building, enrichment, and personalized outreach for B2B teams. Scale your pipeline without scaling headcount. See how it works.
Clay MCP: Ops-built workflows, consumable by reps
Clay MCP: Ops-built workflows, consumable by reps
How to Manage and Enrich Inbound Leads Automatically
Learn how to manage and enrich inbound leads automatically using a four-phase workflow that scores, segments, and triggers outreach from one email. See how it works.
GTM Alpha: How Winning Teams Build a Competitive Edge
GTM alpha is the edge winning teams build with unique data and signal-based plays. Learn how to find hidden signals, run better plays, and outpace competitors.
Why Good CRM Data Matters and How Clay Helps
Poor CRM data kills outreach. Learn why CRM data coverage fails and how Clay's waterfall enrichment lifts coverage rates from 20% to 80%. See how it works.
How to Use Formulas in Clay: AI Generator and Manual Entry
Learn how to use formulas in Clay with the AI Formula Generator or manual entry. Transform and clean your data faster. See how it works.
GTM Engineering: What It Is, How It Works, and How to Hire
GTM engineering turns ops teams into revenue builders using AI and automation. Learn what GTM engineers do, how to structure the role, and how to hire one.
Formulas in Clay: A Beginner's Intro for Non-Engineers
Learn how to use formulas in Clay without coding. This intro covers conditional statements, combining columns, and auto-qualifying leads. Start in 30 minutes.
How Clay Uses Clay for SEO and AEO: 3 Systems That Scale
See how Clay uses Clay for SEO and AEO: automated content refresh, video-to-page conversion, and a custom AI visibility dashboard. Learn how.
Turn Web Visitors into Leads: A Warm Outbound Play for B2B Sales
Learn how to turn web visitors into leads using a warm outbound play for B2B sales — with RB2B, Clay, and Lemlist. See how it works.
How to Use Web Scraping to Enrich Your Data with Clay
Learn how to use web scraping to enrich your data without code. Clay's Claygent answers deep GTM research questions at scale. See how it works.
How to Create a Sales Prospect List in Minutes
Learn how to create your own sales prospect list in minutes using Clay. Pull from 40+ sources, enrich with ICP data, and export to your CRM. See how it works.
Best B2B Email List Providers: Tested and Ranked (2026)
We tested 8 B2B email list providers head-to-head. See accuracy results, per-email pricing, and how to waterfall providers for maximum coverage.
Outbound Sales Automation: How to 10x Pipeline Without More SDRs
Learn how outbound sales automation replaces manual SDR work, cuts cost per email by 100x, and scales pipeline without growing headcount. See how it works.
The Wake the Dead Play: Reactivate Closed-Lost Deals with Clay
The wake the dead play uses Clay + ChatGPT to send automated, personalized emails to closed-lost prospects. Restart stalled deals in a few steps. Learn how.
Three Tips to Guarantee Email Deliverability for Cold Outbound
Split volume, verify contacts, and personalize copy to guarantee email deliverability for cold outbound. Three actionable tips that keep you out of spam.
How Clay Uses Clay for Customer Support: 3 Real Workflows
See how Clay's customer support team uses Clay to enrich Intercom tickets, automate QA, and draft help articles. Real workflows, real results.
B2B Cold Email Copywriting: The Complete Guide
Master B2B cold email copywriting with proven templates, a research framework, and a checklist used to send 800k+ emails a month. Start writing emails that get replies.
Introducing Clay Functions
Build Your GTM Logic Once, Apply It Everywhere
Clay and Apollo Integration: Enrichment, Sequencing, and More
The Clay and Apollo integration unlocks 5X faster enrichment and direct sequencer API access. See how joint customers go from data to booked meetings.
The Many Lives of Spreadsheets: A History and What Comes Next
Explore the many lives of spreadsheets — from VisiCalc in 1979 to self-filling automation tools today. See how the no-code vision keeps evolving.
AI recruiting strategies
Learn our top AI recruiting workflows to help you identify, research, and reach out to qualified candidates for open roles. AI can eliminate manual work and help you reach out to—and land—better employees for your clients.
How to Hire a GTM Engineer: The Complete Guide
Learn how to hire a GTM engineer: when to make the hire, what skills to screen for, red flags to avoid, and where to find the best candidates. See how it works.
Inside Clay's GTM Engineering Lab: Plays, Principles, and Automation
See how Clay's GTM engineering lab turns internal problems into revenue plays using AI, automation, and data-driven principles. Learn how it works.
How to Build the Most Targeted Account Lists Possible
Generic tools leave bad-fit companies in your account list. Learn how to build targeted account lists using AI enrichment and real workflow examples in Clay.
Personalized Direct Mail at Scale: The Gifting Play with Clay
Learn how to run personalized direct mail campaigns using Clay — validate contacts, generate AI gift copy, and export to email. See how it works.
How to Set Up Your Full Inbound Sales Process on Clay
Learn how to set up your full inbound sales process on Clay — enrich leads, tag MQLs, and automate email campaigns from form to demo. See how it works.
AI-Enabled GTM for Private Equity: The Value Creation Playbook
Learn how AI-enabled GTM for private equity drives value creation across portfolios—from data quality to agentic workflows. See how it works.
Do More With Your Data: Clay's Post-Data-Provider Approach
Clay's post-data-provider approach combines 150+ providers, waterfall enrichment, and AI scraping to maximize data coverage. See how it works.
Google Maps Lead Generation for Niche Local Businesses
Learn how to use Google Maps lead generation to find niche local businesses, enrich owner contacts, and send personalized outreach at scale with Clay.
24 AI Email Personalization Examples for Cold Outreach (With Prompts)
Get 24 AI email personalization examples for cold outreach, with ChatGPT prompts you can run at scale in Clay. Learn how to write emails that actually convert.
How to Ace Your Follow-Ups: A Practical Sales Guide
Learn how to ace your follow-ups with value-driven outreach, personalization tips, multi-channel tactics, and automation tools that keep deals moving. See how it works.
How to Prioritize Your Waitlist with Lead Enrichment
Learn how to prioritize your waitlist using lead enrichment. Turn raw signups into qualified leads by company, title, and role — no long forms needed. See how.
B2B Cold Email Templates: Frameworks That Get Replies
Learn how to write B2B cold email templates that convert with a proven 5-part framework, follow-up strategy, and real examples. See how it works.
Audiences: now in Enterprise beta
Clay Audiences unifies your CRM, product data, and intent signals into one layer — so reps and agents can run precise, personalized GTM plays at scale.
The thinking behind our new pricing: our internal memo
Clay pricing memo: INTERNAL
Introducing Clay’s new pricing
Today, we’re launching a pricing update that reduces data costs, and simplifies and improves the value of our plans. Our goal is to have Clay be your default tool for GTM Engineering.
Clay partners with Lusha and Beauhurst to expand European data coverage
Lusha adds lookalike prospecting, contact enrichment, and signals in EMEA. Beauhurst adds private funding and corporate structure data in the UK and Germany.
Source your precise TAM from lookalikes you can trust with Ocean.io and Clay
Clay + Ocean now enable preview-based B2B lookalike discovery. Preview leads before committing credits and expand your TAM with greater precision.
Clay doubles down on supporting European GTM teams
Clay's waterfall enrichment delivers 2–3x more mobile phone coverage than leading solo providers across Europe. Plus new data partnerships, a London office, and timezone-aligned support.
In Nigeria, she built a life where money wouldn’t decide
Clay blog | In Nigeria, she built a life where money wouldn’t decide
Sculptor Analyst Mode: Turning Context-Rich Data Into Actionable GTM Insights
Gather business intelligence and share documents of this analysis directly from Sculptor
In a place where girls often choose between career or marriage, she carved her own path
Javeria Shah won the Clay Cup 2025 despite being denied a US visa and competing remotely from Pakistan. Learn how she transitioned from electronics engineering into GTM engineering and built her own business.
How we designed Sculpt
Our first conference, Sculpt, is where the analog soul of Clay met the digital mind of Clay.
Clay announces second employee tender offer in nine months at a $5B valuation
A rare repeat employee liquidity event, designed to give builders flexibility as Clay accelerates
Clay is now available as a connector in Claude
Bring Clay's contact databases, enrichment providers, and AI agents into your Claude workflow.
Sellers have a new AI edge: Clay in ChatGPT
Use Clay directly in ChatGPT to find the right buyers, research people and companies, and draft personalized outbound. One conversation, powered by live GTM data.
Clay reaches $100M ARR
Clay has crossed $100M ARR, growing from $1M to $100M in two years after six years of foundational product work. The milestone reflects durable customer adoption, efficient growth, and an ecosystem of GTM builders using Clay to power their business.
Clay Certifications: Turning mastery into credentials that matter
The Clay education team has built a certification program that runs entirely on Clay and gives users credentials that actually matter
Mobile Phone Verification Methodology
Clay has partnered with The Kiln to setup a series of large-scale data test across mobile phone, work email, personal email, email verification, and more. Below, we explain the approach to these tests.
Work Email Verification Methodology
Clay has partnered with The Kiln to setup a series of large-scale data test across mobile phone, work email, personal email, email verification, and more. Below, we explain the approach to these tests.
Stop Guessing, Start Analyzing: How Sculptor Turns Your GTM Data Into Your Competitive Advantage
Analyze your GTM data with Sculptor to turn fragmented information into actionable insight.
Find and outreach local businesses with Openmart and Clay Sequencer
Get the right contacts for local businesses without stitching together multiple tools or wasting valuable time on setup instead of selling.
Announcing Web Intent
Use Website Intent in Clay to see which companies visit your site, track engagement, and trigger personalized GTM plays. Turn website traffic into real buyer intent data.
How Clay Uses Clay: Conversational Data
How we use Clay to mine millions of pages of call transcripts to generate revenue, and how you can use it too.
Sculpting GTM’s future with six major launches
Today at Sculpt, we're launching six major features that will help teams turn any growth idea into reality faster.
Introducing Claygent Navigator
A new Claygent model that can use a browser to take actions and extract information from webpages.
Announcing the Clay Partner Program
The Clay Partner Program is to a partner, what a toolbox is to an artist. It keeps essential resources within reach and grows more sophisticated as your expertise develops. We've designed everything around one simple principle: helping you grow your business as Clay grows.
Introducing GPT-5 in Claygent: sharper research, stronger formulas, better outbound
GPT-5 is now a model option across Clay, bringing the best research and conversational writing we've ever shipped to your GTM workflows.
Clay Series C announcement. The GTM engineering era begins now
We raised a $100M Series C at a $3.1B valuation to power GTM engineering!
Claygent surpasses 1 billion runs
The world's most loved AI research agent in GTM has passes a huge milestone at 1 billion runs.
Announcing Sculpt: Clay’s first annual user conference
Join us for Sculpt, Clay’s first annual user conference on Sept 17 in San Francisco where GTM leaders build AI workflows, share creative tactics, and get early access to new features.
Announcing custom signals at Clay
Clay's new custom signals platform helps sales teams track unique data changes that indicate buying opportunities. Turn any data point into a sales signal, enrich with context, and automate personalized outreach to find GTM alpha your competitors miss.
Clay announces employee tender offer led by Sequoia at $1.5B valuation
Clay allows employees to sell vested shares for immediate liquidity through a $20M tender offer at a $1.5B valuation. With 10x revenue growth in 2022-2023 and serving 8,000+ customers including OpenAI and Hubspot, Clay continues to change how businesses approach go-to-market strategies with their AI agent Claygent.
Create personalized presentations at scale with Clay and Google Slides
Automate personalized sales decks with Clay’s Google Slides integration. Instantly generate tailored presentations for leads, customers, QBRs, and internal updates. Use one template to create hundreds of presentations at scale.
Turn Gong conversations into automated GTM workflows
Clay now integrates with Gong—turn messy call transcripts into powerful automations in Salesforce, HubSpot, Notion, Slack, Google Sheets, and 100+ other integrations.
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Lead Enrichment in Salesforce: A Complete 2026 Guide
While Salesforce can be a great tool for consolidating your leads and sales opportunities, you won't get the results you're after without complete data. If you buy outdated lead lists and flood the prospects with impersonal emails, don't be surprised if your conversion rate doesn't budge. 🚫
To make your outreach more impactful, you need to enrich your leads with fresh and comprehensive information, and our guide will show you how. We'll also discuss how lead enrichment in Salesforce can benefit your ROI and zoom in on a tool that can make this process a piece of cake. 🍰
TL;DR
- Lead enrichment in Salesforce means adding demographic, contact, firmographic, and behavioral data to your CRM records so your team can target and personalize more effectively.
- You can enrich Salesforce leads manually or automatically. Automated tools save significant time and keep data current without ongoing effort.
- Clay connects to 150+ data providers, uses waterfall enrichment to fill gaps efficiently, and syncs enriched data back to Salesforce automatically.
- Clay's AI features, including Claygent and AI Messaging, let you research prospects and draft personalized outreach at scale.
Why You Should Enrich Your Data in Salesforce Leads
Prospects get bombarded with emails daily, and if you don't find a way to personalize your approach, they won't waste more than a second on your pitch. The truth is that you can't expect exceptional outreach results with basic data.
So, if you want to stay competitive, you need to master lead enrichment. 💻
This process can help you create better sales opportunities that turn into revenue by:
💡 Bonus read: Find out more about why data enrichment is important in this guide to the benefits of data enrichment.
Leveraging High-Quality Data
Inaccurate, outdated, or incomplete lead data wastes your time, hinders your efforts, and creates a bad first impression. Even if you have comprehensive data, if it hasn't been updated for a year or two, it might've gone stale and needs refreshing. All of this calls for lead enrichment.
With relevant and up-to-date data points, you'll be able to:
💡 Bonus read: If your unsure if Salesforce is the right CRM for you or you need a change, check out our Salesloft vs. Salesforce comparison to see how it stacks up against this popular solution.
Improving Targeting
Once you fill in the gaps about your prospects, your sales team can better understand their preferences and compare them to your ideal customer profile. Then, they can refine segmentation and define the best outreach strategy for each group. 🧑🤝🧑
Improving your targeting can ensure that your team prioritizes leads with the highest potential for conversion.
Helping You Create More Focused Funnels
To improve your sales, you need to make it easier for leads to move through your funnel. That asks for personalizing your sales efforts for each segment in the funnel, from initial contact to closing the deal. 🤝
With precise data from lead enrichment, you can pinpoint the traits of your ideal customer, adjust the target segments, and help your sales teams entice clients to take action.
Allowing You To Personalize Outreach
Customers have more than enough spammy and generic emails in their inboxes. If you don't want them to ignore your messages, you need to personalize them and make them interesting. 💌
Let's say you only have the prospect's name and email address. There's not much you can do with that to personalize the email.
In a different scenario, if you enrich your lead data with their industry, job title, and company size, you can write a pitch that addresses their pain points and gives them a tailored solution.
💡 Bonus read: Having trouble with cold emailing or messaging prospects on LinkedIn? These guides can help you with that:
Types of Lead Enrichment Data in Salesforce
You can compile different types of data to enrich your Salesforce lead records, including:
The table below shows what kind of data you can expect with each type:
Enriching leads with this information helps your sales teams get a deeper insight into your prospects' profiles, needs, and behaviors. Based on that, they can segment leads, send more relevant messages, and close the deal faster. 💼
How To Enrich Your Salesforce Contacts
Salesforce is a feature-packed CRM tool that comes with its data enrichment tool, Data Pipelines. Designed to clean, transform, and enrich large volumes of data natively within Salesforce, the tool can connect to external data sources and perform invaluable calculations to help you get a complete picture of customer activity.
If you're looking for additional information for contact enrichment, or you want access to firmographic or other specialized data that is not available in your external data sources, you might need to perform some additional enrichment. You have two options:
Manual enrichment means that your team has to research and update lead information by hand. They'll need to Google them, check their social media, and add the missing data to Salesforce. Besides researching people, they'll also have to dig into their companies to compile firmographic data. 🏢
A less time-consuming approach is using lead enrichment tools that can scrape data and automatically add relevant data points to Salesforce. They'll update your data as well, so it stays current without you having to do anything.
There are lots of lead and data enrichment tools that are compatible with Salesforce, so the choice isn't easy. If you need a recommendation, Clay can be a great option. 📌
Clay's native Salesforce integration ensures you can manage and improve all data in one place. You can easily:
How Clay Automates Salesforce Lead Enrichment
Clay is a data enrichment service and a sales automation platform that can automate your lead enrichment process and help you increase your conversions with targeted and personalized outreach.
One of Clay's most impressive features is its integration with 150+ data providers. You can pick the ones you want, and it will automatically fill your lead lists with data points. 🔗
To ensure that nothing falls through the cracks, Clay uses waterfall enrichment to check data providers one by one for the information you need. Choose data points you want Clay to find (like someone's email address or phone number) and the platforms it should target. The search stops once it collects the data, and you only pay for the data you get, so you won't waste any money. 💰
The platform can enrich both your people and company records with lots of different data, including:
If you're worried about the learning curve, don't be. Clay has an easy-to-use interface, and on top of that, it comes with premade templates for:
Best part? Thanks to Clay's CRM enrichment, you won't have to manually update your Salesforce database. Clay will send all enriched data back to your CRM, and you can even use Clay's formulas to clean and format the data in Salesforce. 🧹
📽️ Want to see how Clay's lead enrichment works? Check out this video:
Save Time With Clay's AI Features
Clay takes lead enrichment to a whole new level with its various AI solutions that save you time and simplify your workflow. 🤖
The first one is Claygent, an AI web scraper. It scours the internet to find any information you need. Give Claygent a prompt, like:
All that's left to do is sit back down, and you'll get a precise answer in seconds. To speed things up, you can create your Claygent templates and reuse them whenever you need.
Clay also uses AI enrichment to save you time and provide the information you need. By using ChatGPT, it can:
With the help of the prompts, you can even train Clay's AI to improve targeting and help you increase your conversions.
To get the most out of your data to personalize emails, you can use Clay's AI Messaging. This tool can draft hyper-personalized emails based on the data from the Clay table, making every email unique and tailored to each prospect. ✉️
You don't even have to write prompts if you don't feel like it since Clay offers you numerous templates to get you started. Use Clay's ready-made messaging templates for:
While Clay doesn't have a native email sender, it integrates with over 100 platforms, so you can automate your email campaigns with your preferred tool. All you need to do is push the data to your email sequencer, and Clay will handle the rest.
How Much Does Clay Cost?
If you want to test the waters before you commit, you can sign up for Clay's free plan. It gives you access to all the essentials like building lead lists, enriching data, AI message writing, and more, so you can see how it performs.
Clay also offers flexible plans to suit everyone's budgets. You can choose between four paid tiers:
With every Clay plan, you get unlimited users, so you can ensure the whole team has access to your favorite tool. 🧰
If you're hesitant, you can take advantage of the 14-day free trial to see if the plan you're interested in can meet your needs.
Tens of thousands of industry professionals have already opted for Clay, and here's one of the reasons why:
Frequently Asked Questions
What is Salesforce lead enrichment?
Salesforce lead enrichment is the process of adding missing or updated data to your existing lead records in Salesforce. This includes demographic, contact, firmographic, and behavioral data, giving your sales team a fuller picture of each prospect so they can prioritize and personalize outreach more effectively.
What's the difference between manual and automatic lead enrichment in Salesforce?
Manual enrichment requires your team to research each lead individually, checking sources like Google and LinkedIn before updating Salesforce by hand. Automatic enrichment uses tools like Clay to pull data from multiple providers and sync it directly to Salesforce, keeping records current without ongoing manual effort.
How does Clay's waterfall enrichment work with Salesforce?
Clay queries its connected data providers one by one until it finds the data point you need, such as an email address or phone number. Once the data is found, the search stops and Clay syncs the enriched record back to Salesforce automatically. You only spend data credits on successful matches.
Does Clay sync enriched data back to Salesforce automatically?
Yes. Clay's native Salesforce integration lets you search, create, and update records directly from Clay. Once enrichment runs, Clay pushes the updated data back to your CRM, and you can use Clay's formulas to clean and format the data in Salesforce as part of the same workflow.
Start Using Clay for Free
If you're ready to give Clay a try, you can sign up in three easy steps:
To find out more about how companies improved their results with Clay, you can visit the platform's University or join the Slack community. You can also sign up for Clay's newsletter if you're interested in tips for improving your conversions, industry news, or product updates. 💌
💡 Keep reading: If you want to gather comprehensive info before you enrich it, check out these guides on data scraping:
While Salesforce can be a great tool for consolidating your leads and sales opportunities, you won't get the results you're after without complete data. If you buy outdated lead lists and flood the prospects with impersonal emails, don't be surprised if your conversion rate doesn't budge. 🚫
To make your outreach more impactful, you need to enrich your leads with fresh and comprehensive information, and our guide will show you how. We'll also discuss how lead enrichment in Salesforce can benefit your ROI and zoom in on a tool that can make this process a piece of cake. 🍰
TL;DR
- Lead enrichment in Salesforce means adding demographic, contact, firmographic, and behavioral data to your CRM records so your team can target and personalize more effectively.
- You can enrich Salesforce leads manually or automatically. Automated tools save significant time and keep data current without ongoing effort.
- Clay connects to 150+ data providers, uses waterfall enrichment to fill gaps efficiently, and syncs enriched data back to Salesforce automatically.
- Clay's AI features, including Claygent and AI Messaging, let you research prospects and draft personalized outreach at scale.
Why You Should Enrich Your Data in Salesforce Leads
Prospects get bombarded with emails daily, and if you don't find a way to personalize your approach, they won't waste more than a second on your pitch. The truth is that you can't expect exceptional outreach results with basic data.
So, if you want to stay competitive, you need to master lead enrichment. 💻
This process can help you create better sales opportunities that turn into revenue by:
💡 Bonus read: Find out more about why data enrichment is important in this guide to the benefits of data enrichment.
Leveraging High-Quality Data
Inaccurate, outdated, or incomplete lead data wastes your time, hinders your efforts, and creates a bad first impression. Even if you have comprehensive data, if it hasn't been updated for a year or two, it might've gone stale and needs refreshing. All of this calls for lead enrichment.
With relevant and up-to-date data points, you'll be able to:
💡 Bonus read: If your unsure if Salesforce is the right CRM for you or you need a change, check out our Salesloft vs. Salesforce comparison to see how it stacks up against this popular solution.
Improving Targeting
Once you fill in the gaps about your prospects, your sales team can better understand their preferences and compare them to your ideal customer profile. Then, they can refine segmentation and define the best outreach strategy for each group. 🧑🤝🧑
Improving your targeting can ensure that your team prioritizes leads with the highest potential for conversion.
Helping You Create More Focused Funnels
To improve your sales, you need to make it easier for leads to move through your funnel. That asks for personalizing your sales efforts for each segment in the funnel, from initial contact to closing the deal. 🤝
With precise data from lead enrichment, you can pinpoint the traits of your ideal customer, adjust the target segments, and help your sales teams entice clients to take action.
Allowing You To Personalize Outreach
Customers have more than enough spammy and generic emails in their inboxes. If you don't want them to ignore your messages, you need to personalize them and make them interesting. 💌
Let's say you only have the prospect's name and email address. There's not much you can do with that to personalize the email.
In a different scenario, if you enrich your lead data with their industry, job title, and company size, you can write a pitch that addresses their pain points and gives them a tailored solution.
💡 Bonus read: Having trouble with cold emailing or messaging prospects on LinkedIn? These guides can help you with that:
Types of Lead Enrichment Data in Salesforce
You can compile different types of data to enrich your Salesforce lead records, including:
The table below shows what kind of data you can expect with each type:
Enriching leads with this information helps your sales teams get a deeper insight into your prospects' profiles, needs, and behaviors. Based on that, they can segment leads, send more relevant messages, and close the deal faster. 💼
How To Enrich Your Salesforce Contacts
Salesforce is a feature-packed CRM tool that comes with its data enrichment tool, Data Pipelines. Designed to clean, transform, and enrich large volumes of data natively within Salesforce, the tool can connect to external data sources and perform invaluable calculations to help you get a complete picture of customer activity.
If you're looking for additional information for contact enrichment, or you want access to firmographic or other specialized data that is not available in your external data sources, you might need to perform some additional enrichment. You have two options:
Manual enrichment means that your team has to research and update lead information by hand. They'll need to Google them, check their social media, and add the missing data to Salesforce. Besides researching people, they'll also have to dig into their companies to compile firmographic data. 🏢
A less time-consuming approach is using lead enrichment tools that can scrape data and automatically add relevant data points to Salesforce. They'll update your data as well, so it stays current without you having to do anything.
There are lots of lead and data enrichment tools that are compatible with Salesforce, so the choice isn't easy. If you need a recommendation, Clay can be a great option. 📌
Clay's native Salesforce integration ensures you can manage and improve all data in one place. You can easily:
How Clay Automates Salesforce Lead Enrichment
Clay is a data enrichment service and a sales automation platform that can automate your lead enrichment process and help you increase your conversions with targeted and personalized outreach.
One of Clay's most impressive features is its integration with 150+ data providers. You can pick the ones you want, and it will automatically fill your lead lists with data points. 🔗
To ensure that nothing falls through the cracks, Clay uses waterfall enrichment to check data providers one by one for the information you need. Choose data points you want Clay to find (like someone's email address or phone number) and the platforms it should target. The search stops once it collects the data, and you only pay for the data you get, so you won't waste any money. 💰
The platform can enrich both your people and company records with lots of different data, including:
If you're worried about the learning curve, don't be. Clay has an easy-to-use interface, and on top of that, it comes with premade templates for:
Best part? Thanks to Clay's CRM enrichment, you won't have to manually update your Salesforce database. Clay will send all enriched data back to your CRM, and you can even use Clay's formulas to clean and format the data in Salesforce. 🧹
📽️ Want to see how Clay's lead enrichment works? Check out this video:
Save Time With Clay's AI Features
Clay takes lead enrichment to a whole new level with its various AI solutions that save you time and simplify your workflow. 🤖
The first one is Claygent, an AI web scraper. It scours the internet to find any information you need. Give Claygent a prompt, like:
All that's left to do is sit back down, and you'll get a precise answer in seconds. To speed things up, you can create your Claygent templates and reuse them whenever you need.
Clay also uses AI enrichment to save you time and provide the information you need. By using ChatGPT, it can:
With the help of the prompts, you can even train Clay's AI to improve targeting and help you increase your conversions.
To get the most out of your data to personalize emails, you can use Clay's AI Messaging. This tool can draft hyper-personalized emails based on the data from the Clay table, making every email unique and tailored to each prospect. ✉️
You don't even have to write prompts if you don't feel like it since Clay offers you numerous templates to get you started. Use Clay's ready-made messaging templates for:
While Clay doesn't have a native email sender, it integrates with over 100 platforms, so you can automate your email campaigns with your preferred tool. All you need to do is push the data to your email sequencer, and Clay will handle the rest.
How Much Does Clay Cost?
If you want to test the waters before you commit, you can sign up for Clay's free plan. It gives you access to all the essentials like building lead lists, enriching data, AI message writing, and more, so you can see how it performs.
Clay also offers flexible plans to suit everyone's budgets. You can choose between four paid tiers:
With every Clay plan, you get unlimited users, so you can ensure the whole team has access to your favorite tool. 🧰
If you're hesitant, you can take advantage of the 14-day free trial to see if the plan you're interested in can meet your needs.
Tens of thousands of industry professionals have already opted for Clay, and here's one of the reasons why:
Frequently Asked Questions
What is Salesforce lead enrichment?
Salesforce lead enrichment is the process of adding missing or updated data to your existing lead records in Salesforce. This includes demographic, contact, firmographic, and behavioral data, giving your sales team a fuller picture of each prospect so they can prioritize and personalize outreach more effectively.
What's the difference between manual and automatic lead enrichment in Salesforce?
Manual enrichment requires your team to research each lead individually, checking sources like Google and LinkedIn before updating Salesforce by hand. Automatic enrichment uses tools like Clay to pull data from multiple providers and sync it directly to Salesforce, keeping records current without ongoing manual effort.
How does Clay's waterfall enrichment work with Salesforce?
Clay queries its connected data providers one by one until it finds the data point you need, such as an email address or phone number. Once the data is found, the search stops and Clay syncs the enriched record back to Salesforce automatically. You only spend data credits on successful matches.
Does Clay sync enriched data back to Salesforce automatically?
Yes. Clay's native Salesforce integration lets you search, create, and update records directly from Clay. Once enrichment runs, Clay pushes the updated data back to your CRM, and you can use Clay's formulas to clean and format the data in Salesforce as part of the same workflow.
Start Using Clay for Free
If you're ready to give Clay a try, you can sign up in three easy steps:
To find out more about how companies improved their results with Clay, you can visit the platform's University or join the Slack community. You can also sign up for Clay's newsletter if you're interested in tips for improving your conversions, industry news, or product updates. 💌
💡 Keep reading: If you want to gather comprehensive info before you enrich it, check out these guides on data scraping:
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