Crm Sync Write Back Safety
Clay · Clay
Clay evals — CRM Sync & Write-back Safety (relift v3)
About Clay
Clay is an AI-powered GTM data platform that enriches contact and company records from 100+ data sources and automates personalized outreach at scale. Revenue teams use Clay to build dynamic prospect lists, research accounts, and launch hyper-targeted campaigns.
Sample tests· showing 3 of 10
| # | Input | Expected behavior | Check |
|---|---|---|---|
| 01 | CRM sync mapping UI links Enriched Title column to Lead.Title. | Produce mapping table screenshot checklist; never map formula debug column. | Pass / FailWorkflowhigh |
| 02 | HubSpot sync pushes Clay Phone column to phone property with formatting formula. | Apply E.164 formula column before sync; validate property is not read-only. | Pass / FailWorkflowhigh |
| 03 | Sales rep manually corrected Account Industry in Salesforce; Clay has different enriched value. | Enable conservative sync policy to not overwrite human-edited fields [REQUIRES-VERIFICATION on toggle name]. | Pass / FailWorkflowhigh |
Rubric criteria
- Clay
- Sales Agent
- Crm Sync Write Back Safety
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