For example: I want the top three scores (aka contacts) for this account.
One thing to consider is what to do in a tie breaker? There are situations with 4+ contacts all with the same score.
I have a table with 10's thousands of contacts and thousands of accounts. The table rows are ordered by unique contact with field as an additional column. (aka contact report)
The goal is to clean and "score" the contacts based on things like title, industry etc. (This is done) From there we want to select a maximum of three contacts per accountto add to sequence. The three contacts would be chosen using the highest score to lowest. Thinking a column with a checkbox would sufifce. I could then filter down on that to push into Outreach.
Can't seem to figure out how to get the table to "group" the accounts and only select 3 contacts per account. Any ideas?
No error message. SSO just pops up in a extension window and bypass the password login menu. ZoomInfo logs me in and the systems to not speak to eachother
Hey everyone,
My name is Erik and I am based in San Francisco, CA - I run GTM Systems at Handshake and use Clay for primarily Sales Automation, Enrichment, and RevOps processes. Glad to be here! Looking forward to working with this community.
Thanks Bo (. - Much appreciated. I'd prefer to get this going natively.
In that case would it be possible to shut down SSO temporarily, connect ZoomInfo to Clay, then turn on the SSO again? Would that cause any problems?
Andrew Q. We did touch base with ZoomInfo and they gave a list of instructions. (API is enabled) - we are just having trouble with that setup process in Clay.
