Julian M.

What is the best way to remove client company names from tables of company-level prospect lists? I have a master exclude table that I will regularly update with pulls from Attio, but want any Company Names or URLs that are in this list to be highlighted for removal on any new prospect list for Import.

Hi, use Attio as a CRM and looking to match cold company data with my CRM data (via company name and domain). Then I want to remove any duplicate companies that flag as active leads in order to have a cleaned list for prospecting with leads and customers excluded. What is the recommended workflow for this? I have API keys and Zapier if necessary and have dabbled with the HTTP API and webhooks, but not sure which route to take. Thanks!