Hey Guys, If I have multilpe contacts at a company in a list contacining people, how can I run other columns only on firsts five contacts for a given company? SO for example I found 20 people at a company and I want to only push them to smartlead via first 5 people
something like round robin enrichment but for leads to other API
You can use the Lookup Multiple Rows integration to count contacts per company, then combine it with conditional runs to limit actions to the first 5 contacts.
Here's the approach:
1. Add a lookup column that counts how many contacts exist for each company domain/name in your table
2. Create a ranking system using formulas to identify which contacts are among the first 5 for their company
3. Set up conditional runs on your Smartlead integration using formulas like {{contact_rank}} <= 5 to only push the first 5 contacts per company
For the Smartlead push, configure the Add Lead to Campaign integration with conditional run criteria that checks if the contact is within your desired limit. This prevents running the action on contacts beyond your first 5 per company.
You can also use the "write to table" feature to create helper columns that track company contact counts and rankings before applying the conditional logic.
You can combine our round-robin distribution with conditional runs to limit leads per company. Here's how:
Step 1: Create company contact tracking
Use "write to table" or lookup columns to count contacts per company and rank them (1st, 2nd, 3rd, etc.).
Step 2: Set up round-robin distribution
Add the Distribute Leads Round Robin enrichment to assign leads evenly among your team members or campaigns.
Step 3: Apply conditional logic
Configure your Smartlead integration with conditional runs using formulas like {{contact_rank}} <= 5 to only push the first 5 contacts per company.
This ensures fair distribution while respecting your 5-contact-per-company limit for API pushes.
how to create this ranking system?
Create a ranking system using these steps:
Step 1: Count contacts per company
Use the Lookup Multiple Rows integration to count how many contacts exist for each company domain or name within your table.
Step 2: Create ranking column
Add a formula column that assigns sequential numbers (1, 2, 3, etc.) to contacts from the same company. Use "write to table" to create helper columns for tracking.
Step 3: Apply conditional runs
Configure your API integration with conditional runs using formulas like {{contact_rank}} <= 5 to only execute actions on the first 5 contacts per company.
Navigate to Run Settings of your action, click "Use AI", define your conditional logic, then generate the formula to automatically translate your condition.
how i can exceute this step? Step 2: Create ranking column Add a formula column that assigns sequential numbers (1, 2, 3, etc.) to contacts from the same company. Use “write to table” to create helper columns for tracking.
To create a ranking formula column: Step 1: Add a formula column Go to your table and create a new column. Set the column type to Formula. Step 2: Use the Formula Generator In the AI Formula Generator box, type something like: "Rank contacts by company domain, assigning sequential numbers 1, 2, 3 for each company". Use "/" to reference your company column for the condition. Step 3: Generate and save Click Generate Formula, review the sample output, and click Save Formula. For helper columns with write to table: Use write to table to create structured helper columns by selecting your table data, choosing specific data points like company name/domain, and adding the ranking column as additional data to send to a new organized table. The AI will generate the appropriate code to rank contacts sequentially within each company automatically.
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