Appreciate the collective wisdom here! If you're on an Enterprise plan, the sync can be as quick as hourly. But otherwise, the recommendations to send that data over to a webhook is the best route to go – whether directly from your form integration, or through an intermediary like Zapier/Make or the like.
(You could also use formulas to make an exact-match comparison. The benefit is that formulas can run without credits, but it would be more difficult to do this sort of intelligent/fuzzy-matching across multiple datapoints.)
I think a 'Use AI' column is likely the best way to do this. You could prompt the AI to use the available data – first name, last name, LinkedIn URL, etc. – and return a True/False result on whether or not it thinks the people are the same.
Thanks for getting in touch. This sounds very odd! Could you link me to the table where you're seeing this, and let me know which rows where people have the wrong company info?
I could see possibility of an alternative – using Clay to send draft content to a Google Sheet, and then using Google App Script to fetch that content and create crafts – but that seems more complex and fragile than it would be worth.
Henry, thanks for getting in touch. While we don't have a native Gmail integration today, we integrate with other email sequencers like Smartlead, Instantly, etc.. Those could be set up to send from an inbox that you prefer.
Scott, my thought process is to approach this in three stages:
- Running the company search to find relevant firms
- Using the 'Find Employee Headcount by Criteria' action to get counts for folks in related roles
- For those rows where the headcount is sufficiently low, search for job openings at those firms
Could you try that, and let me know how it goes?
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