Prospecting workflow & outreach rules — found from sitemap — Clay

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Facts read from this source

• Dnc meer partner Report an error

  “We've partnered with Meer to help you easily do this within your existing Clay workflows.”

• Dnc registry coverage Report an error

  “They currently support the UK (TPS/CTPS registries), Germany (Robinsonliste.de), Ireland (comreg.ie), Spain (Lista Robinson), Belgium (DNCM), and Australia (Do Not Call Register), plus the US National DNC Registry and state registries for Colorado, Florida, Indiana, Louisiana, Massachusetts, Missouri, Pennsylvania, Texas, and Wyoming — with additional countries being added regularly.”

• Dnc scrub frequency Report an error

  “Update this scrub at least once every 28 days before launching calling campaigns. For extra precaution, this could be be done once every 14 days.”

• Internal dnc requirement Report an error

  “Maintaining and honoring internal DNC lists is a core compliance requirement.”

• Not legal advice Report an error

  “This information is for general guidance only and isn’t legal advice.”

• Dnc status filtering Report an error

  “Flag and filter contacts by DNC status using our partner’s DNC screening integration service, Meer”

• Opt out list sync Report an error

  “Coordinate opt-out data from sales engagement tools, CRM, or internal databases back into Clay so all downstream enrichments and workflows respect opt-out preferences.”

• People search geo filters Report an error

  “These searches include filtering functionality which can be configured to include or exclude different countries or regions. Note that these filters can also be used to exclude predefined lists of people for targeting, for example to support a company-maintained DNC list.”

• Conditional logic only run if Report an error

  “All actions (enrichments) in Clay have the same settings for “Only run if” which allow for building logical flows to implement compliance procedures, ICP filtering, and so on.”

• Personal liability EU Report an error

  “In Europe, in some instances, non-compliance can also lead to personal liability for directors of your business.”

• EU lawful basis Report an error

  “In the European Union, data protection rules mean that you will need to establish a lawful basis for using any individual’s personal information. You will need to document the lawful basis and record the ways you ensure compliance with applicable legal requirements.”

• US scrub guidance Report an error

  “Assess your risks and avoid calling numbers listed on national DNC registries without clear legal basis.”

• Opt out central tracking Report an error

  “track opt out preferences centrally (e.g., CRM and Clay interactions) so they propagate to all systems.”

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Scores citing this record

• The ABM Marketer Data sources & lawful basis
• The ABM Marketer Prospecting workflow & outreach rules
• The DACH Sales Director Data sources & lawful basis
• The DACH Sales Director Prospecting workflow & outreach rules
• The Data Protection Officer Prospecting workflow & outreach rules
• The RevOps Manager Prospecting workflow & outreach rules
• The SDR Team Lead Prospecting workflow & outreach rules
• The Skeptic Prospecting workflow & outreach rules