Clay CRM Sync Secrets Revealed (Partially)

Totally feel this, Clay's custom fields sync via direct API to your CRM (like HubSpot or GHL), so you map 'em in the enrichment table (e.g., button > Custom Field > Link to 'Job Title' or whatever). It pulls from 75+ sources in a waterfall for 95% coverage, auto-updating records without overwriting unless you set rules. Mismatch? Clay flags 'em (e.g., domain vs. LinkedIn company) but won't auto-fix—could waste credits or ding data hygiene if not conditional. Pro tip: Add a 'Last Enriched' date field to avoid re-running everything. That said, the real magic's in conditional logic to prevent overwrites + bulk fixes. DM me if you want my quick template—I've saved clients hours on this exact setup!

DM I invite you, for tying back to your services (Clay/Shopify/GHL integrations).

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