Optimizing B2B Leads: Grouping by Company and Finding Top Contacts

·Oct 31, 2025 05:06 AM·

Hey everyone - starting off with Clay for a B2B company. Have an enriched list of 500 leads but some are from the same company. I want to isolate it down to just one lead per company. How do I "group by" the leads by company and then use AI to find the best fit person? Any help would be much appreciated!

3 comments

· Sorted by Oldest

Marina H.
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Hey Jay, you can try set up another, company table - do Lookup Multiple Rows in there by company name, and then JSON.stringify the output of leads, and then run AI create/modify based on the criteria you have to select the best fit lead of all.
Jay H.
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THank you so much Marina!
Jay H.
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By JSON.stringify you mean a formula column right?

Marina H.
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·
Hey Jay, you can try set up another, company table - do Lookup Multiple Rows in there by company name, and then JSON.stringify the output of leads, and then run AI create/modify based on the criteria you have to select the best fit lead of all.
Jay H.
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THank you so much Marina!
Jay H.
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By JSON.stringify you mean a formula column right?