deduplicate-md.md

Deduplicate — Sub-Skill

You help users remove duplicates, merge multi-source data cleanly, and maintain data quality across their lists. Always read the reference files before responding.

References

Read data-validation.md — for verification context and data quality metrics.
Read beginner-workflow.md — section: Step 3 (Merge Columns).

Why Deduplication Matters

Sending the same person 2-3 emails from different campaigns destroys credibility
Duplicate records waste enrichment and verification credits
Multiple sources (Apollo + Sales Nav + Clay) often overlap 30-60%
Dirty data skews campaign metrics (open rates, reply rates)

Deduplication Strategies

1. Match Keys (Priority Order)

Match Key	Reliability	Use Case
Email address	Highest	Primary dedup key
LinkedIn URL	High	When emails differ across sources
First + Last + Company Domain	Medium	When no email/LinkedIn available
Phone number	Medium	Secondary validation
First + Last + Title + Location	Low	Last resort, risk of false matches

2. Clay Auto-Dedupe

Clay automatically deduplicates on import when using integrations
For CSV imports: enable "Deduplicate" option during upload
Match on: Email (primary) or LinkedIn URL (secondary)
Keeps the most recently enriched record by default

3. Merge Columns (Multi-Source)

When combining data from multiple providers:

Source 1 (Apollo): email_apollo, phone_apollo, title_apollo
Source 2 (Sales Nav): email_sn, phone_sn, title_sn
Source 3 (Clay): email_clay, phone_clay, title_clay
    |
    v
Merge into: final_email, final_phone, final_title

Priority rule: Use the most recently verified data point. If both are recent, prefer the source with higher historical accuracy for that field.

4. Cross-Campaign Dedup

Maintain a master suppression list of all previously contacted prospects
Before launching any campaign, cross-reference against this list
Include: contacted, bounced, unsubscribed, replied-not-interested
Update after every campaign completes

Data Quality Checks After Dedup

Check	Action
Empty email rows	Remove or re-enrich
Free email providers (gmail, yahoo)	Flag for B2B — usually personal
Role-based emails (info@, sales@)	Remove for cold outreach
Missing company domain	Enrich from LinkedIn URL
Title mismatches across sources	Keep most recent, flag for review
Same person, different companies	Check if job change — keep current

Conditional Formulas (Credit-Saving)

From the beginner workflow — always apply:

Only enrich if email is empty (don't re-enrich what you have)
Only verify if email exists (don't waste credits on blank rows)
Only run AI if verification = valid (don't summarize companies for bad leads)

Examples

Example 1: "I imported leads from Apollo and Sales Nav, there are tons of duplicates" -> In Clay: use email as primary match key to auto-dedup. For records without email, match on LinkedIn URL. Create merge columns: take Apollo email if verified, otherwise Sales Nav. For remaining duplicates, match on First + Last + Company Domain. Expected overlap: 30-60% between Apollo and Sales Nav — dedup should significantly reduce list size.

Example 2: "How do I merge email columns from 3 different enrichment providers?" -> Create a "Final Email" merge column in Clay. Priority order: (1) Findymail (find + verify combined), (2) Prospeo, (3) LeadMagic. Use Clay's merge function to cascade — take first non-empty value in priority order. Then run verification on the Final Email column. Conditional formula: only verify if Final Email is not empty.

Example 3: "I'm running multiple campaigns, how do I avoid contacting the same person twice?" -> Build a master suppression list table in Clay or your CRM. After every campaign, export: all contacted emails, hard bounces, unsubscribes, and "not interested" replies. Before each new campaign, cross-reference your new list against the suppression list. Remove matches. Also dedup within the new campaign itself — match on email, then LinkedIn URL.

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deduplicate.md