Help Needed: Mapping Colleagues in Clay by Matching Domains | Clay

Help Needed: Mapping Colleagues in Clay by Matching Domains

Hey Clay legends - need some help over here 🫶 I have a table with 2k contacts Unique companies are approx 1k So there are multiple contacts per company I want to create a new column, to map out "colleagues" by basically matching the domains and IF there's a duplicate, output the data of the "first name" column into a new column I know how to do this with googlesheet - been doing this for multi-threading campaigns (e.g. "also reached out to your {{colleague}}) I'm wondering if we can do this with Clay. Any pros?

11 comments

Channeled
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To create a new column for mapping "colleagues" based on matching domains and outputting the "first name" of duplicates, you can use the "Add Column" feature in Clay. Here's how: 1. Click "Add Column" above your table. 2. Choose "Merge columns" from the options. 3. In the formula field, you'll need to create a custom formula that: • Matches domains • Identifies duplicates • Outputs the "first name" of duplicates For more complex operations like this, you might need to use our "write to table" feature. This allows you to create more advanced mappings and transformations. If you need further assistance with the specific formula or setting up the "write to table" feature, please let me know, and I'd be happy to provide more detailed guidance.
Sources: Write to Other Table | Documentation | Clay University Hide, Re-order, Sort, Filter, Merge Columns Rename, Pin, Duplicate, Delete Column
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Panos S.
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https://app.clay.com/workspaces/397780/workbooks/wb_KSU82mWxcMCF/tables/t_hJEsXEZovWYb/views/gv_5kCyCzvcupwx
Jorge M.
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Does this help? https://www.loom.com/share/7792e9cb6d0c4ba6b08be8d276dc03c0?sid=8a66d509-53a2-4a0e-9872-909866c69edd
Panos S.
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🤯 I did find a workaround by pushing data from people table into another table (within the same workbook), then deduplicating websites to keep only companies and basically treat this table as companies then lookup from people table to find prospects with the same company But your seems better - though i don't fully understand it - especially the filtered list of objects (i think i do but i'm not sure) Legendary table though! My problem is solved but i'm super curious to understand your workflow more! Any chance you can take me on a edu trip? 😅
Jorge M.
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Haha yeah, here is my calendar link. Book something for Thursday or Friday: https://calendly.com/jorge-macias-gf/30min
Panos S.
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Legend 🫶 thanks a lot man, see you on Thu!
Bo (.
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Hey Panagiotis - Great to hear that Jorge is going to help you out! :) Thanks for the help, Jorge!
Jorge M.
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Happy to help. Panos ttyl. Quick Q: Bo, are you a real person? 😅
LuisArturo
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Hey there Jorge, just jumping in here Bo is real, he just works like a machine.
Jorge M.
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Interesting. Would love to connect with both on LI: https://www.linkedin.com/in/jorge-b-macias?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
Channeled
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