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?
Integrating Lead Scoring Between Separate Tables: Seeking Advice | Clay
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.
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.