Linking Company and Contact Tables for Data Matching in Clay

I’m working on a data-matching issue in Clay and could use some help. I have two separate tables: 1. Company Table → Contains a list of companies and their total ad count (pulled from the Facebook Ads Library). 2. Contact Table → Contains multiple contacts per company, but currently lacks the ad count data. I need to pull the ad count from the Company Table into the Contact Table, ensuring that each contact associated with a company gets the correct ad count value. What’s the best way to link these tables in Clay? Should I use a lookup function, automation, or something else? Would really appreciate any insights!

9 comments

Channeled
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You can link your Company Table and Contact Table in Clay using a lookup function. Here's how: 1. In your Contact Table, create a new column. 2. Set up this column as a lookup, referencing the Company Table. 3. Choose the ad count column from the Company Table as the data to pull. Clay automatically links these tables, allowing you to extract company attributes directly into your Contact Table. This way, each contact will get the correct ad count value from their associated company. Remember to rerun the lookup column in your Contact Table whenever you update the Company Table with new ad count data. This ensures your Contact Table always has the most up-to-date information. This method saves credits and creates an integrated dataset combining individual and company information efficiently.
Sources: Enrich People (Waterfalls) [CRM Enrichment] - Clay University Find People [Clay 101] - Clay University
Asher B.
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What should I be adding for the Filter Operator and Row Value?
Asher B.
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Summiya B.
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Go to your Contact Table. Click "Add Column" Choose "Lookup Data." Select Company Table as the data source. Match it by Company Name or Company Domain (whichever is the same in both tables). Select Ad Count to pull into the Contact Table. Click Save & Test Done!
Bo (.
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Hey Asher,
Summiya's solution is right. Let us know if that helped you!
Thanks for this btw Summiya.
Channeled
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Asher B.
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All good here thanks!
Asher B.
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It seems that I had to re-update the company lookup because I added a new column for this variable.
Bo (.
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Hey. You're right. Our lookups don't auto-update if the data in the previous table was updated. They need to be re-triggered after having data updated.