How to Link Company Size from Company Table to People Table | Clay

How to Link Company Size from Company Table to People Table

I'm trying to bring the relevant company size from a company table to a people table but I'm not having any luck. Background

Created a table of companies inc. their size (screenshot 1)
Created a table of relevant people from the companies above (screenshot 2)

I want to bring the company sizes from the original table into the people table, in the same way as the company is listed.

10 comments

Channeled
APP
·
·
You can bring company sizes from your company table to your people table using the "Lookup Single Row in Other Table" feature. Here's how: 1. Look for the column in your people table that has the Clay logo and shows the corresponding company for each person (this is automatically linked). 2. Click on any cell in this company lookup column to access and extract specific variables (like company size) from your companies table into your people table. If you add new company data later: ** Simply rerun the lookup in your people table ** This will pull in the updated company data, including size information * Your datasets will remain integrated with both individual and company information
Sources: Enrich People (Waterfalls) [CRM Enrichment] - Clay University Find People [Clay 101] - Clay University Enrich People (Waterfalls) [Automated Outbound] - Clay University
Channeled
APP
·
·
Did that answer your question?
Kane S.
·
·
I can see how that functionality works, but the size field doesn't work correctly. Every instance has a size of 1, an option ID of 1 and a different UUID. I want 201-500 employees, 51-200 employees etc to show
Channeled
APP
·
·
To correctly display company sizes in your people table: 1. Click on any cell in the company lookup column (the one with the Clay logo showing corresponding companies) 2. When the cell options appear, look for the company size variable from your companies table 3. Select "Add as column" to bring in the actual company size values This works because your companies and people tables are automatically linked within the same workbook. The "Lookup Single Row in Other Table" feature will pull in the exact company size values as they appear in your companies table.
Source: Find People [Clay 101] - Clay University
Channeled
APP
·
·
Did that answer your question?
Channeled
APP
·
·
Looks like you're still looking for help. We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond. If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Kane S.
·
·
Company table https://app.clay.com/workspaces/485802/tables/t_5tmhPkaixnGX/views/gv_iWY6GbRR4Raj People table https://app.clay.com/workspaces/485802/tables/t_gvobMPh9jGKj/views/gv_nfVtdBeSFupt
Bo (.
·
·
Hi Kane! Let's fix this. Change the "select" type to "text"
(124 kB)
and refresh your lookup - this will allow the company sizes to come through correctly.
(1114 kB)
Let me know if you need help updating the field type!
Kane S.
·
·
Thanks so much!!
Channeled
APP
·
·
Hi Kane S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: