Clay enrichment

Clay Enrichment.

Clay enrichment uses Clay to fill, verify, and standardize account and contact data across sources so GTM teams can score, route, personalize, and act on better records. Delverise designs Clay enrichment as part of the GTM operating system, not as an isolated data table.

Updated June 6, 2026

When enrichment fails

More data does not automatically create better revenue motion.

CRM records are incomplete, stale, duplicated, or missing the fields needed for routing and scoring.

Enriched fields do not trigger segmentation, prioritization, personalization, or follow-up.

Provider order, fallback logic, confidence thresholds, and credit controls are unclear.

Sales and marketing do not trust the output because QA and governance are missing.

Enrichment model

The workflow we build.

01

Audit

fields, duplicates, missing values, current providers, and downstream dependencies.

02

Field strategy

required fields, valid values, source priority, and ownership rules.

03

Waterfall design

provider order, fallback logic, confidence thresholds, and credit controls.

04

Workflow build

Clay tables, enrichment steps, dedupe support, scoring, routing, and sync behavior.

05

QA

sample records, field mappings, edge cases, source confidence, and client review.

06

Maintenance

refresh cadence, error handling, monitoring, documentation, and ownership.

What we build

Clay enrichment workflows built for CRM and GTM activation.

01

CRM Field Enrichment

What gets built

Account and contact fields for industry, employee count, revenue, location, title, seniority, email, phone, LinkedIn, and fit score.

Outcome

CRM records are usable for segmentation, routing, reporting, and sales prioritization.

02

Waterfall Logic

What gets built

Provider sequencing, fallback rules, validation checks, dedupe support, and credit controls.

Outcome

Coverage improves without blindly trusting one source or wasting enrichment spend.

03

Lead Enrichment

What gets built

New-lead enrichment triggers, form follow-up context, fit scoring, routing fields, and CRM updates.

Outcome

Inbound and sourced leads enter the system with enough context to act quickly.

04

Account Research

What gets built

Company context, tech stack, funding, hiring, leadership, buying triggers, and account-level briefs.

Outcome

Sales teams get a stronger reason to prioritize and personalize account engagement.

05

Routing & Scoring Inputs

What gets built

ICP fit fields, account tiers, suppression flags, territory logic, and handoff attributes.

Outcome

Enriched data becomes decisioning logic instead of extra CRM decoration.

06

QA & Refresh Cadence

What gets built

Sampling, acceptance checks, refresh schedules, owner documentation, and error review.

Outcome

The enrichment system stays trusted after the first build.

Where it fits

From incomplete records to usable workflow inputs.

CRM audit

Review fields, missing data, duplicates, stale values, current sources, and activation dependencies.

A field and provider strategy before enrichment begins.

Clay build

Create waterfall logic, transformations, validation checks, scoring inputs, and sync steps.

A production enrichment workflow with defined outputs.

Activation

Connect enriched data to CRM, sequencers, routing, Slack alerts, reporting, and lifecycle workflows.

Data triggers action across sales, marketing, and RevOps.

Governance

Document ownership, credit controls, QA cadence, refresh rules, and failure handling.

The team can maintain trust in the enrichment layer.

Best fit

Hire us when the system has to work.

  • Your CRM has missing or stale fields that block scoring, routing, reporting, or personalization.
  • You are using or evaluating Clay for waterfall enrichment.
  • You need enrichment connected to downstream GTM workflows.
  • Your team needs field standards, QA, refresh cadence, and ownership around enrichment.
Not a fit

Do not hire us for isolated tasks.

  • You only need a one-time append with no CRM or workflow dependency.
  • You do not have a defined system of record.
  • You want enriched fields without agreeing on how they will be used.
  • No one can own refresh, QA, or maintenance after handoff.
Implementation

From audit to operating cadence.

01

Audit CRM fields, data quality, duplicates, missing values, and activation dependencies.

02

Define required account and contact fields, valid values, source priority, and ownership.

03

Design Clay waterfall logic, provider order, fallback rules, confidence thresholds, and credit controls.

04

Build enrichment, validation, scoring input, routing, and CRM sync workflows.

05

QA sample records and edge cases with the client before production.

06

Connect enriched data to outbound, inbound, reporting, lifecycle, and sales workflows.

07

Document refresh cadence, error handling, owner responsibilities, and next optimization steps.

Evaluating Clay

Clay can be the enrichment layer.

Clay is often the right layer when enrichment needs waterfall data sourcing, transformations, scoring inputs, and workflow orchestration. If you are evaluating Clay for the first time, start with the use case and downstream CRM workflow before buying or building.

Start with Clay
Common questions

What buyers usually need to know.

Browse answers

What is Clay enrichment?

Clay enrichment uses Clay to pull, verify, and standardize company and contact data from multiple sources so GTM teams can score, route, personalize, and act on records.

What is waterfall enrichment in Clay?

Waterfall enrichment checks multiple data providers in sequence. The goal is better coverage, better confidence, and more controlled spend through fallback logic and validation.

How does Clay support CRM enrichment?

Clay can enrich missing account and contact fields, validate outputs, and sync enriched data into CRM fields used for segmentation, scoring, routing, reporting, and sales action.

When should a company hire a Clay enrichment partner?

Hire a Clay enrichment partner when enrichment needs to become a production workflow with field standards, provider logic, QA, CRM sync, ownership, and refresh cadence.

Next step

Build the system your team can actually run.

We will look at your current motion, identify the highest-leverage system gap, and tell you what we would build first.

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