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Using Sorting Numbers to Generate Breakup Email Recipients - Help Needed!

Avatar of Jaemin Y.Jaemin Y.
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Hey team! Trying to do something and wondering if you'd be able to help me figure it out... So thanks to Arturo's helpful "Filter and show only 1 lead per company" Loom, I have all my leads from the same company assigned to a Sorting Number. Now I'm trying to do Eric Nowoslawski's Breakup Email technique, where you say, "Should I reach out to {their colleague} instead?" I'd love to use another lead from the same company in my list to do that. My thinking was that if there are multiple leads per company, then I could take that lead's Sorting Number, add or subtract 1 to it, and then pull the name of their colleague that has that new Sorting Number. (i.e. so if a lead has a Sorting Number of 1, then I'd pull the name of their colleague from the same domain that has a Sorting Number of 2). This seems like it should be fairly simple to figure out...but I can't quite figure out how to do it. Do you Clay Wizards have an idea of how I can pull this off? Thank you so much 🙏

3 comments

  • Avatar of Jaemin Y.
    Jaemin Y.
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    Nevermind, I figured out how to do it by using a Formula that pulled a name from the "Lookup Record in Other Table". And it checks if the name is matching the Full Name of the same record, and if it does, it would pull another name from Lookup Record. Works like a charm!

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey Jaemin Y., thanks for reaching out! Yep, a similar formula to what was shown in that video would help, but instead of assigning the number you ask it to extract the name of the person that doesn't match with the current row. Glad you were able to set it up! :)