clay-migration-deep-dive

name	clay-migration-deep-dive
description	Migrate to Clay from other enrichment tools or consolidate multiple data sources into Clay. Use when migrating from ZoomInfo, Apollo, Clearbit, or custom enrichment scripts to Clay, or consolidating fragmented enrichment workflows. Trigger with phrases like "migrate to clay", "clay migration", "switch to clay", "replace zoominfo with clay", "consolidate enrichment tools".
allowed-tools	Read, Write, Edit, Bash(curl:*), Bash(npm:*), Bash(node:*)
version	1.0.0
license	MIT
author	Jeremy Longshore <[e-mail]>
compatible-with	claude-code, codex, openclaw
tags	["saas","clay","migration"]

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)

// 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: ,
    : ,
    : ,  
    : [, , , , ],
    : ,
    : ,
    : ,
  },
  {
    : ,
    : ,
    : ,
    : [, , , ],
    : ,
    : ,
    : ,
  },
  {
    : ,
    : ,
    : ,  
    : [, ],
    : ,
    : ,
    : ,
  },
];

 ():  {
   totalCost = stack.( s + p., );
   totalVolume = stack.( s + p., );
  .();
  .();
  .();
  .();
  .();
}