clay-migration-deep-dive

# Clay Migration Deep Dive ## Overview Comprehensive guide for migrating from standalone enrichment tools (ZoomInfo, Apollo, Clearbit, Lusha) to Clay, or consolidating multiple tools into a single Clay-based pipeline. Clay replaces the need for individual provider subscriptions by aggregating 150+ providers into waterfall enrichment workflows. ## Prerequisites - Current enrichment tool subscription(s) with data export capability - Clay account on Growth or Enterprise plan - Understanding of current enrichment volume and costs - CRM with existing enriched data ## Migration Types | Migration | Complexity | Duration | Risk | |-----------|-----------|----------|------| | Single provider -> Clay | Low | 1-2 weeks | Low | | Multiple providers -> Clay | Medium | 2-4 weeks | Medium | | Custom scripts -> Clay | Medium | 2-4 weeks | Medium | | Full GTM stack migration | High | 1-2 months | High | ## Instructions ### Step 1: Audit Current Enrichment Stack (Week 1) ```typescript // 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: ['emai...