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How to Enrich LinkedIn URLs from CRM Data Using Clay, Claygent, and External Data Providers

Learn how to create a highly accurate, cost-effective LinkedIn URL enrichment workflow in Clay using a blend of data hygiene techniques, conditional logic, Claygent, and external providers like Snov, Datagma, and LeadMagic. This setup is ideal for champion tracking plays and CRM hygiene routines where contact movement needs to be monitored.

Step-by-Step Guide
1. Pull Contacts from CRM
Start by importing a filtered contact list from Salesforce or HubSpot—ideally, only those without LinkedIn URLs.

2. Lookup Contact Details in Clay
Use the Salesforce Contact ID to retrieve all related contact data (name, email, account info).

3. Clean and Validate Data
Use conditional formulas to:

Remove junk values (like dashes in name fields)

Merge fields where email may be stored incorrectly (e.g. in the last name)

Check that minimum required data (first name, last name, company) is available

4. Enrich Using Claygent
Deploy a meta-prompted Claygent to find the LinkedIn URL, targeting specific roles (e.g., user researchers) to improve accuracy. The output is structured JSON including confidence level and verification status.

5. Filter by Confidence and Verification
Use conditional formulas to only pass through URLs with high confidence and verified status.

6. Chain External Providers for Backfill
If Claygent fails or confidence is too low, use:

Snov (if Claygent fails)

Datagma (if Claygent and Snov fail)

LeadMagic (as a last resort due to higher cost)

7. Normalize Final LinkedIn URL
Use a final merge column to:

Clean formatting

Prioritize higher-confidence sources

Output only validated LinkedIn URLs

8. Write Back to CRM
Use conditional logic to update records only when a valid URL is found. Schedule this to run daily for evergreen enrichment.

Keywords:
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