Merging Lead and Contact Lists in Clay for Better Insights

Julian H. · 2025-04-09 11:36:03.279584+00

Hi Clay Team, I’m currently working with two Clay lists and could use your help: 1. A *lead list with company names* 2. A second list using the *“Find People”* template, which searches for relevant contacts (e.g. HR personnel) based on the companies in the first list. The second list uses the first one as input to identify potential decision-makers. Now I’d like to *merge the results of both lists* so that I can have *a single view showing*: • *Which companies have a contact found*, • *And which do not*. Is there a way to do this in Clay — for example, via a merge, link, or join between the two lists? *Unfortunately, I can't share the actual lists due to data privacy reasons*, but I hope the explanation is clear enough.

Merging Lead and Contact Lists in Clay for Better Insights | Clay

6 comments

· Sorted by Oldest

Channeled
APP
·
·
To combine your company list with the "Find People" results, you can use the "find contacts" search option in the enrichment tab. Here's how: 1. Select the option to save the results into the company table. 2. Run enrichments for each contact found (you can set a limit of 1 result per company). 3. The results will be in the same table, showing which companies have contacts and which don't. This method automatically links your Find Companies table to your Find People table, allowing you to see all the information in one view. For a visual guide on mapping out the fields, check out this Loom video: https://www.loom.com/share/32ae94f5fee34a82b9fa739b53741d00?sid=f67d4463-1cac-477b-a82a-f2e0fe072cb6
Summiya B.
·
·
Use lookup single row in other table
Channeled
APP
·
·
To merge and analyze your two lists using Clay's lookup feature, you can use the "Lookup Multiple Rows in Other Table" action. Here's how: 1. In your company list, add a new column. 2. Select "Lookup Multiple Rows in Other Table" as the enrichment. 3. Choose your "Find People" list as the table to search. 4. Set the company domain or name as the target column to match. 5. Configure the filter operator (e.g., "contains" or "exact match"). 6. Optionally, set a limit for the number of rows to return per company. This will bring the matching contact data into your company list, allowing you to see which companies have contacts found and which don't. If you need further assistance, please request human support by clicking on "Talk to a person" in this chat.
Sources: Lookup Rows | Documentation | Clay University Lookup Rows | Documentation | Clay University
Julian H.
·
·
Perfekt, it worked! Thanks
Channeled
APP
·
·
Channeled
APP
·
·
Thank you so much for sharing your feedback Julian H.!

Channeled
APP
·
·
To combine your company list with the "Find People" results, you can use the "find contacts" search option in the enrichment tab. Here's how: 1. Select the option to save the results into the company table. 2. Run enrichments for each contact found (you can set a limit of 1 result per company). 3. The results will be in the same table, showing which companies have contacts and which don't. This method automatically links your Find Companies table to your Find People table, allowing you to see all the information in one view. For a visual guide on mapping out the fields, check out this Loom video: https://www.loom.com/share/32ae94f5fee34a82b9fa739b53741d00?sid=f67d4463-1cac-477b-a82a-f2e0fe072cb6
Summiya B.
·
·
Use lookup single row in other table
Channeled
APP
·
·
To merge and analyze your two lists using Clay's lookup feature, you can use the "Lookup Multiple Rows in Other Table" action. Here's how: 1. In your company list, add a new column. 2. Select "Lookup Multiple Rows in Other Table" as the enrichment. 3. Choose your "Find People" list as the table to search. 4. Set the company domain or name as the target column to match. 5. Configure the filter operator (e.g., "contains" or "exact match"). 6. Optionally, set a limit for the number of rows to return per company. This will bring the matching contact data into your company list, allowing you to see which companies have contacts found and which don't. If you need further assistance, please request human support by clicking on "Talk to a person" in this chat.
Sources: Lookup Rows | Documentation | Clay University Lookup Rows | Documentation | Clay University
Julian H.
·
·
Perfekt, it worked! Thanks
Channeled
APP
·
·
Channeled
APP
·
·
Thank you so much for sharing your feedback Julian H.!