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Ingesting Google Sheets Data into Clay Based on Matches | Clay

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Ingesting Google Sheets Data into Clay Based on Matches

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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?

4 comments

· Sorted by Oldest

kushagra t.
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the native google sheet integration only allows looking up one single row, which might not work in this case workaround is to use n8 or writing an appscript that you can then deploy as a web app and call using http api in clay
kushagra t.
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the lookup needs to happen based on a combination of industry + open roles? if you are just looking up either based on open role (which can be unique) and will only have one matching result in google sheet then the native lookup row in google sheets enrichment can also work
Charles T.
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Thank you kushagra t.. I was thinking along the same lines. The response is matrixed which adds the complication.
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Eamon B.
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I'd rejig your matrix and put it in Clay as a database. I'd recommend:
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.
done this in the past and it works well.

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