Hi all, I have a list with multiple contacts, and many of them belong to the same company with identical or similar job titles. Filtering by job title doesn’t help, since they’re mostly the same. I’d like to split my contact list in Clay so that:
Each outbound list contains no more than two people from the same company
The remaining contacts are evenly distributed across other lists
I can still count how many times each company appears in the original list (without deleting duplicates)
What’s the best way to achieve this setup in Clay?
To achieve this setup:
Count company occurrences: Use the Lookup Multiple Rows integration to scan your company column and count how many contacts exist per company.
Split contacts with company limits: Use the "write to table" feature to map contacts to separate tables. You can set up conditional formulas to limit contacts per company - for example, only writing the first 2 contacts from each company to your primary outbound list. [1]
Distribute remaining contacts: For even distribution of remaining contacts, use Clay's Distribute Leads Round Robin (Weighted) action. Set equal weights for your outbound lists to ensure even distribution. [2]
Export organized lists: Use the write to table feature or export specific contacts using filtering and checkbox columns to create your final outbound lists.
This approach preserves your original data while creating organized sublists with company limits and even distribution.
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If you need any more help with setting up your contact lists in Clay, please let me know. Would you like to provide more details about what you're trying to achieve or any challenges you're facing?
