Hi Brandon, thanks for your message - taking a closer look at this now. Claygent would be a good fit for this task, as long as the AUM data is publicly available for the funds you're referencing. Here's a video showing you how to use Claygent at its full potential: https://www.clay.com/university/lesson/claygent-ai-web-scraper-clay-101.
Hi Ross, using write to other table, you should always create net new destination columns and merge the final outputs into one column to prevent overwriting your data. If you overwrote that data or accidentally deleted it, the only way to reproduce the previous table view is to set up a new Clay table, and rerun the enrichments. I understand that this is not ideal, and I want to assure you that our team is actively working on this issue for future product releases. Using the "send table data" action, should prevent this issue from occurring, we suggest that you test this action out:
Hi Jaimin, thanks for your message - taking a closer look at this now. This will be a basic qualification process you can build out in clay. All you'll need to define, is the job title logic by which you want a title to be prioritized over another. You can either score the job title using an AI formula, for which you'll have to build out an exact list of keywords you'll want to employ for the scoring procedure.
An alternative will be to use an AI action, like Claygent, to make sure that you semantically rank by seniority, rather than going off of syntactic matches.
Francisco - Sorry for this, it looks like we've got a bug on our hands. I've escalated this to our engineering team to help look into it. We'll follow up here as soon as we know more!
Good news! Happy to report that we heard back from the team and this issue should be fixed.
Try a quick refresh (Cmd/Ctrl + Shift + R) and let us know if the problem has been resolved on your end, or if you still have trouble.
Thank you for your patience as we worked on it.
Hi Frank, thanks for reaching out - taking a closer look at this now. Could you share the footage with our team so we can escalate the issue accordingly?
Good news! Happy to report that we heard back from the team and this issue should be fixed.
Try a quick refresh (Cmd/Ctrl + Shift + R) and let us know if the problem has been resolved on your end, or if you still have trouble.
Thank you for your patience as we worked on it.
Hi Brendan, thanks for your message - taking a closer look at this now. For the programmatic association of a contact you created in Clay to a hubspot campaign, you will have to use Hubspot's campign API and use our HTTP API feature to integrate with the appropriate campaign endpoint to form the association in Clay directly. Here's how you can set up an HTTP API call in Clay.