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How to Find People at a Company without Using Credits if they Already Exist in a Table

Avatar of Jon B.Jon B.
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Is there a way to avoid using credits finding people at a company if they already exist in a table?

3 comments

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey Jon, great question! Using conditional formulas would be best for this, here's a quick video if needed - https://www.clay.com/learn/how-to-use-ai-formulasHowever, I would pair that with a lookup integration to find out if a person already exists within the same table or elsewhere before enriching them. If the lookup returns true as in there's a match somewhere else, then you can ask the formula to check for that and not run.

  • Avatar of Clay Team
    Clay Team
    APP
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    If you're using the Find People function from the screenshot below, and importing to an existing table, it should be checking for duplicates already and removing

    8af70e5c-ac10-4ae3-98e4-602afcf745ec.png(67 kB)
  • Avatar of Jon B.
    Jon B.
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    Thanks Arturo O.!