Sending Enriched Company Data to People Table: Step-by-Step Guide

Say I'm using the "Send to Table" enrichment to send a data from a People table to a new Companies table so that I can enrich company information only once. After the company enrichments are complete in the new Companies table, I need to send the enrichment data back to the People table, and match it to each Person's company. Imagine a Peoples table with the following columns and rows:

Column: Full Name
Column: Company
Row: John Smith
Row: Stripe
Row: Ashley Jones
Row: Stripe

How do I send the enriched Company info back to the People table while matching it to each Person's company?

5 comments

Clay
APP
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You can't use "Send to Table" to send data back from Companies to People table due to Clay's linear data flow restriction (A → B → C, no loops). Instead, use "Lookup Single Row in Other Table" or "Lookup Multiple Rows in Other Table" enrichments in your People table.Set up the lookup to match each person's company (using company name or domain) with the corresponding row in your Companies table. After adding company enrichments to your Companies table, simply rerun the lookup column in your People table to pull the updated company data.This approach saves credits and creates an integrated dataset combining individual and company information.
Sources: Send table data | Documentation | Clay University Send table data | Documentation | Clay University Enrich People (Waterfalls) [CRM Enrichment] - Clay University Enrich People (Waterfalls) [Automated Inbound] - Clay University Enrich People (Waterfalls) [Automated Outbound] - Clay University
Clay
APP
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Hello! Thanks for reaching out. Just to make sure we are on the same page, you want to send information back into the Company table from the People table while ensuring it is mapped to the correct company? If yes, then you can perform a lookup by using the 'Lookup Multiple Rows in other table' action in your company table (where you want to pull information IN). Please note for correct mapping there needs to be a common column between the two tables.
Abdul S.
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Hey Joe H. great use case and yes, you can absolutely do this in Clay. Once you’ve enriched the data in the Companies table, go back to your People table and:
1.
Add a new column using “Find row in another table”.
2.
Set it to match the Company Name in People to the Company Name in the Companies table.
3.
Then pull in any of the enriched fields you need like industry, size, funding etc from the Companies table.
This way, each person gets matched with the enriched info from their respective company lemme know if you want a visual walkthrough too!
Hasnain R.
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Use a Lookup from table in the People table match on Company name and pull enriched fields from the Companies table.
Hari K.
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Hey There - wanted to check and see if you needed help with this?

Sending Enriched Company Data to People Table: Step-by-Step Guide | Clay