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Check for Existing Contacts in Other Clay Tables via Cell Functionality
Hey is it possible to run a cell and check if a contact exists in other clay tables in your account?
Bo (.··Hi Clark Yes, you can check if a contact exists in other Clay tables using the lookup feature. This helps you search across your account for relevant matches. Here’s a quick Loom video walkthrough that explains how to do this step by step. Let me know if you have any other questions or need further clarification! 😊
Clark G.··Gotcha, what about sending records from one table to another and have it auto update?
- Clark G.··
Is this doable without a webhook or is that the best solution
- Bo (.··
Hi Clark, Great question! Yes, you can send records from one table to another and have them auto-update. This is doable by using the Write to Table integration, which doesn’t require a webhook. Here’s an overview that explains how this works step by step: Write to Table Integration Overview. If you’re exploring options, webhooks are also a great solution if you want more dynamic or custom triggers but not recommended for this type of actions. Let me know if you’d like help deciding which approach fits your workflow best! 😊
- Clark G.··
Amazing, thanks!
