Overview

Instructions

Step 1: Audit Current Enrichment Stack (Week 1)

// migration/audit.ts — document your current enrichment setup
interface EnrichmentAudit {
  provider: string;
  monthlyVolume: number;
  monthlyCoost: number;
  dataFields: string[];
  hitRate: number;           // % of lookups that return data
  integrationMethod: string; // API, CSV, Zapier, native CRM
  canExportHistory: boolean;
}

const currentStack: EnrichmentAudit[] = [
  {
    provider: 'ZoomInfo',
    monthlyVolume: 5000,
    monthlyCoost: 15000,  // ZoomInfo is expensive
    dataFields: ['email', 'phone', 'title', 'company', 'revenue'],
    hitRate: 75,
    integrationMethod: 'API + Salesforce native',
    canExportHistory: true,
  },
  {
    provider: 'Apollo.io',
    monthlyVolume: 3000,
    monthlyCoost: 400,
    dataFields: ['email', 'title', 'company', 'linkedin'],
    hitRate: 65,
    integrationMethod: 'API',
    canExportHistory: true,
  },
  {
    provider: 'Custom Python scripts',
    monthlyVolume: 1000,
    monthlyCoost: 0,  // Just developer time
    dataFields: ['email', 'company_data'],
    hitRate: 40,
    integrationMethod: 'Cron job + DB',
    canExportHistory: true,
  },
];

function generateMigrationReport(stack: EnrichmentAudit[]): void {
  const totalCost = stack.reduce((s, p) => s + p.monthlyCoost, 0);
  const totalVolume = stack.reduce((s, p) => s + p.monthlyVolume, 0);
  console.log(`Current stack: ${stack.length} providers`);
  console.log(`Total monthly cost: $${totalCost}`);
  console.log(`Total monthly volume: ${totalVolume} lookups`);
  console.log(`Average hit rate: ${(stack.reduce((s, p) => s + p.hitRate, 0) / stack.length).toFixed(0)}%`);
  console.log(`\nClay equivalent (Growth plan): $495/mo + provider API keys`);
}

Step 2: Map Fields to Clay Columns (Week 1)

# migration/field-mapping.yaml
field_mapping:
  # Your current field -> Clay enrichment column
  email: "Work Email (Waterfall: Apollo > Hunter)"
  phone: "Phone Number (Apollo)"
  job_title: "Job Title (Apollo/PDL)"
  company_name: "Company Name (Clearbit)"
  company_revenue: "Revenue (Clearbit)"
  employee_count: "Employee Count (Clearbit)"
  industry: "Industry (Clearbit)"
  tech_stack: "Technologies (BuiltWith via Claygent)"
  linkedin: "LinkedIn URL (Apollo)"

  # Fields that don't have direct Clay equivalents:
  intent_signals: "Use Clay's Web Intent feature (Growth plan)"
  custom_research: "Claygent AI research column"

Step 3: Parallel Run (Week 2-3)

Run Clay alongside your existing tools to validate data quality:

// migration/parallel-run.ts
interface ComparisonResult {
  field: string;
  oldValue: string | null;
  clayValue: string | null;
  match: boolean;
}

async function compareEnrichment(
  email: string,
  oldData: Record<string, unknown>,
  clayData: Record<string, unknown>,
): Promise<ComparisonResult[]> {
  const fieldsToCompare = ['company_name', 'job_title', 'employee_count', 'industry'];

  return fieldsToCompare.map(field => ({
    field,
    oldValue: (oldData[field] as string) || null,
    clayValue: (clayData[field] as string) || null,
    match: String(oldData[field]).toLowerCase() === String(clayData[field]).toLowerCase(),
  }));
}

// Run on a sample of 500 contacts from your CRM
// Compare Clay's enrichment with your current provider's data
// Target: Clay should match or exceed current hit rates

Step 4: Configure Clay Table to Replace Current Stack (Week 3)

# Clay table configuration to replace multi-provider stack
replacement_table:
  name: "Outbound Leads (Migrated)"
  sources:
    - webhook (replaces API calls to ZoomInfo/Apollo)
    - CRM import (replaces native CRM enrichment)
    - CSV upload (replaces manual processes)

  enrichment_columns:
    1_company_lookup:
      provider: clearbit
      replaces: "ZoomInfo company data"
      own_api_key: true  # 0 Clay credits

    2_email_waterfall:
      providers: [apollo, hunter]
      replaces: "ZoomInfo email + Apollo email"
      own_api_keys: true

    3_person_enrichment:
      provider: apollo
      replaces: "Apollo person data"
      own_api_key: true

    4_ai_research:
      type: claygent
      replaces: "Custom Python research scripts"
      prompt: "Research {{Company Name}} for recent news and tech stack"

    5_icp_scoring:
      type: formula
      replaces: "Custom scoring in Python/SQL"

Step 5: Gradual Traffic Migration (Week 4)

// migration/traffic-shift.ts
interface MigrationConfig {
  clayPercentage: number;   // 0-100, gradually increase
  legacyEnabled: boolean;
}

class MigrationRouter {
  constructor(private config: MigrationConfig) {}

  shouldUseClay(): boolean {
    return Math.random() * 100 < this.config.clayPercentage;
  }

  async enrichLead(lead: Record<string, unknown>): Promise<Record<string, unknown>> {
    if (this.shouldUseClay()) {
      return this.enrichViaClay(lead);
    }
    return this.enrichViaLegacy(lead);
  }
}

// Migration schedule:
// Week 4, Day 1: 10% to Clay, 90% legacy
// Week 4, Day 3: 25% to Clay, 75% legacy
// Week 4, Day 5: 50% to Clay, 50% legacy
// Week 5, Day 1: 100% to Clay, legacy disabled

Step 6: Cancel Legacy Subscriptions

After full migration and 2-week monitoring:

• Verify Clay hit rates match or exceed legacy providers
• Confirm CRM sync working correctly
• Export final data from legacy tools as backup
• Cancel ZoomInfo/Apollo/Clearbit subscriptions
• Remove legacy API keys from application code
• Document Clay configuration for team

Error Handling

Resources

• Clay Integrations Directory
• Clay University -- Sources
• Clay University -- CSV Import

Next Steps

For advanced troubleshooting, see clay-advanced-troubleshooting.