This page is kept as a narrow support reference from the older GTM Stack corpus. It can still be useful for one-off operator questions, but it is not one of the curated flagship entries. Start from the curated question set if you want stronger workflow guidance.
First, enrich companies in Clay using multiple data sources to get ultimate parent, immediate parent, and subsidiaries data. Use Clearbit for ultimate parent, Apollo for subsidiaries, and FullContact to confirm HQ vs branch locations. Next, run Salesforce lookups to match companies using stable identifiers (domain, LinkedIn URL, exact name + country) and capture existing Account IDs. Set up logic to flag duplicates by domain + company name similarity, then map ParentId relationships ensuring parents are processed before subsidiaries. Finally, use upsert operations to update existing accounts or create new ones with correct hierarchy links, adding null checks and delays between parent/child creation to prevent duplicates.