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Creating a Unified Company and People List in Your Database

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Looking for the best way to do the following:

  1. 1.

    I have a list of 1000 rows which contain companies + one contact person in the same row.

  2. 2.

    I see this as my "Company" list

  3. 3.

    I now want to create a "People" list where I both import the one contact person from each respective company from the "Companies" table, but also do a search for new people from those companies in the "Companies" table that fit some criteria, and end up with a new "People" table that contains both those first contacts that were already in the original table + new people at those companies I've found using Clay's features.

In the best case, all of these people would have the same data columns and all be referenced to the appropriate companies in the "Companies" table. What's the best way to accomplish this? Thanks!

  • Avatar of Elias S.
    Elias S.
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    not all of those original leads are found in the clay search. agree on creating one companies and one people table, but how to mix clay search for people + “csv import” of people and tie all of them back to the correct companies?