Integrating Lead Scoring Between Separate Tables: Seeking Advice

Hey I am trying to use a lead scoring system for companies so that I only look for people within top tier companies but Im struggling in integrating or linking the lead scoring column between two separate tables. Any advice?

2 comments

Channeled
APP
·
·
To integrate a lead scoring column between two separate tables in Clay, you can use the "Lookup Row in Other table" integration feature. Here's a simplified approach: 1. Create a lead scoring column in your main table using Clay's built-in lead scoring modal. 2. Use the "Score Row in Clay" integration to assign numerical scores based on your criteria (e.g., company size, industry, seniority). 3. In the second table, add a formula column to lookup and reference the lead score from the first table. 4. Use this integrated lead score to filter for top-tier companies across both tables. For a detailed walkthrough or if you need further assistance, please request human support by clicking on "Talk to a person" in the chat.
Sources: Lead Scoring [Clay 101] - Clay University Score Row in Clay with Clay Lead scoring overview | Documentation | Clay University
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.