Using Intro Lines with Multiple Contacts in Clay Lead Lists

·Jan 02, 2025 09:15 PM·

Hi! How can I run a intro/p.s. line mentioning other prospect's first names in the same Clay table from the same company? Example: Bob Smith has a teammate named Amanda Jones and both contact's details are on the same table, I want the line to Bob to read "Wasn't sure if you're the best person or this, or if I should reach out to Amanda".

1 comment

· Sorted by Oldest

Justin R.
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You’re going to want to use the formula enrichment and have conditions to reference this information. Like if “person of reference” field has value, then use this sentence. It’s rather complex to type here in detail, but hopefully this gives you some guidance.

Justin R.
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You’re going to want to use the formula enrichment and have conditions to reference this information. Like if “person of reference” field has value, then use this sentence. It’s rather complex to type here in detail, but hopefully this gives you some guidance.