is it possible to do Vlookup with multiple criteria on clay

Yes, you can perform lookups with multiple criteria in Clay using the "Lookup Multiple Rows in Other Table" action. This feature allows you to search based on multiple fields and criteria, similar to a multi-criteria VLOOKUP in Excel.When setting up your lookup, you can: 1. Select multiple fields to filter by (e.g., "First Name", "Email") 2. Choose between AND/OR logic to combine your filters 3. Specify exact values for each selected fieldFor better performance, if you only need to find a single matching record, you should use the "Lookup Single Row in Other Table" action instead. Sources: Lookup Multiple Rows in Other Table with Clay Hubspot integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University

When you get a "no record found" error during a multi-criteria lookup, there could be a few key reasons: 1. Check your search operator setting - make sure you're using the appropriate logic: • "AND" requires ALL fields to match • "OR" requires at least ONE field to match 2. Verify your exact match settings: • By default, a "contains" search is applied • If you've enabled "Exact Match", the system will look for precise matches in all search fields 3. Double-check your field values: • Ensure the values you're searching for exactly match the format in your source data • Verify that you've selected the correct fields to filter byTry adjusting these settings and ensure your search criteria matches your data format exactly. Source: Salesforce integration overview | Documentation | Clay University

Yes, when using multiple values in your Row Value field, you should use logical operators (AND/OR) to combine them. Use parentheses to group conditions clearly for accurate results. For example: (/first_name AND /LinkedIn) or (/first_name OR /LinkedIn)The choice between AND/OR depends on your needs: ** Use AND if you need both conditions to be true ** Use OR if you need at least one condition to be trueFor clarity and to avoid errors, always use parentheses when combining multiple conditions. This ensures proper grouping and prevents unintended results. Sources: Conditional statements | Documentation | Clay University Logical operators | Documentation | Clay University

If you're still getting "no record found" despite using the correct logical operators, check these additional factors: 1. Verify your "Exact Match" setting - by default, Clay uses a "contains" search, but if you've enabled Exact Match, your values must precisely match the data format. 2. Double-check that: • You've selected the correct fields to filter by • Your search values exactly match the format in your source data • Your field values are entered correctlyIf you're still having issues after checking these settings, you may want to try: ** Temporarily disabling Exact Match to see if that helps ** Verifying one field at a time to identify which criteria might be causing the issue Source: Salesforce integration overview | Documentation | Clay University

When you're getting "no record found" despite having matching values, there are a few key things to check in your Salesforce lookup configuration: 1. Verify your Search Operator setting: • If using AND: All fields must match exactly • If using OR: At least one field must match 2. Check your Exact Match toggle: • When enabled, the values must match precisely (including case, spacing, and special characters) • By default, it uses a "contains" search which is more forgiving 3. Double-check that: • You've selected the correct Object to lookup • Your Field Values exactly match the format in your Salesforce data • All selected Fields to Filter By are properly configuredTry testing with just one field first to identify if a specific field is causing the issue. If the problem persists, you may want to temporarily disable the Exact Match setting to see if that resolves the error. Source: Salesforce integration overview | Documentation | Clay University

When performing a lookup between two Clay tables, here are a few key things to verify: 1. Make sure you're using the correct lookup action - "Lookup Multiple Rows in Other Table" for multiple matches, or "Lookup Single Row in Other Table" if you only need one match. 2. Double-check these elements: • Verify you've selected the correct Table to Search • Confirm the field names you're matching between tables are exactly the same • Check that your data formats match exactly between the tables (including spaces, special characters, and letter case)If you're still getting no results after verifying these points, try: ** Testing with just one matching field first to isolate the issue ** Checking if there are any hidden spaces or formatting differences in your values * Verifying the data exists in the target table Source: Lookup Multiple Rows in Other Table with Clay

You can use the "Lookup Multiple Rows" integration to search using both the first name and company LinkedIn URL as matching criteria. This will help narrow down the results when you have duplicate first names by also considering the company LinkedIn URL as an additional filter.

When using "Lookup Multiple Rows" with multiple matching criteria (like first name and company LinkedIn URL), here are a few things to check: 1. Verify that both fields are properly selected in the lookup configuration 2. Check for any hidden formatting differences: • Extra spaces before or after values • Different letter cases • Special characters or formatting variationsTry these troubleshooting steps: 1. Test the lookup with just one field first (as you did with first name) to confirm it works 2. Then gradually add the company LinkedIn URL to identify where the matching fails 3. Compare the exact values between tables to ensure they're truly identicalIf you're still having issues after these checks, you may want to request human support to help investigate the specific data in your tables. Source: Lookup Multiple Rows in Other Table with Clay

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