Ingesting Google Sheets Data into Clay Based on Matches

Charles T. · 2025-05-06T06:57:57.086194+00:00

In a google sheet I have a matrix. Column A a list of industries, on row 1, job roles. In the matrix the content is unique by industry and job role. I have these same roles and industries in Clay. Is there a method to look up the Sheets table and ingest the content when there is a match between Clay and Sheets?

Combining your industry and job role into one to act as a trigger eg Manufacturing/Head of Finance, Manufacturing/Financial Controller etc.

I'd put all these triggers into one column (eg column 1) then in column 2, 3, 4, etc put step 1, step 2, step 3 of your campaign. for example, when Manufacturing/Head of Finance is in Cell A1, step 1 of the campaign to this type of person should be in Cell B1

then after categorising a new prospect in Clay (eg Manufacturing/Head of Finance), do a Lookup in Clay of your database for that trigger. when found, it will return each step of your campaign as separate fields ready to import to your sequencer as a unique field.

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