We are attempting to set up a table that pulls contacts that work for our current customers database that have changed companies to a non-customer company. We want to then take that list of contacts and route them to our team based on the location of their new company. Having a hard time figuring out how to stamp a State code for the new company of the contact.
To stamp a state code for the new company, use Write to Other Table to map your contacts to a new table, then add a column to enrich the new company's location data. [1]
Steps:
Use Write to Other Table to map contacts to a destination table
Map the new company data to columns in your destination table [2]
Add a company enrichment column to get location/state data for the new companies
Use conditional runs to route contacts based on state - set conditions like {{state}} == "CA" for each team member [3]
Before diving deeper, I'd recommend trying Sculptor (top-right corner) - our built-in AI tool can help you build this workflow quickly and set up the routing automation. Let me know if Sculptor helps or if you need more specific guidance!
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If you still need help setting up the table or routing contacts based on location, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?
Tyler O. There would be a couple of steps to take for this, but here’s a quick breakdown.
Pull all current client contacts from the CRM into Clay, including the name and domain of the company
Use either claygent within Clay or use ‘find LinkedIn profile’ waterfall to find their LinkedIn profile
Once the LinkedIn profile is found, enrich the person
From there, you should be able to get some details about the person, things such as current company, current title, etc
Do a comparison of their current company with their previous one, and if the person is no longer working at th same company, I would recommend changing the status of the existing contact, and creating a new contact (Of course, if the account doesn’t exist, you can create one at this moment too)
Don’t forget to enrich their current company too, you should be able to get the state
Then, get AI to change the state to a state code
Finally, run a waterfall to find their contact information and do proper routing
Also, have a field within the contact to set the date where you enrich it, so the next time you run this enrichment, you can choose to only run on contacts that haven’t been enriched 3 months ago for example.
Just some steps on what I’ll do, happy to answer any questions you might have! Definitely takes time to build out this table initially depending on your current setup, but once this is set up, I would recommend this to refresh every 1 month or 3 months.
Great breakdown! Your approach is solid. For the state code conversion specifically, you can use our formatters after enriching the company location data. [1]
You can also set up Monitor for Job Changes to automatically track when contacts move companies and create new rows with their updated information. [4]
Before building this manually, try Sculptor (top-right corner) - it can help you quickly set up this entire workflow and routing automation. Let me know if Sculptor helps or if you need specific guidance on any step!
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If you still need additional help setting up your table or routing contacts based on location, I’m here to assist. Would you like to share more details about any specific part you’re trying to resolve or understand better?
How do I capture a list of contacts who formerly worked for one of our clients?
Use Find People with the "Past experiences" toggle enabled to search for contacts who previously worked at your client companies. [1]
Steps:
Try Sculptor (top-right corner) first - it can quickly build this workflow for you!
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Can I match the dates they were employed at these companies with the dates that the company has been our client?
Yes, you can match employment dates with client dates using filters and AI formulas. [1]
Try Sculptor (top-right corner) first - it can quickly build this date-matching workflow for you!
Did that help clarify how to match the dates?
If you still need help with matching employment dates to client periods or any other part of your setup, I’m here to assist. Would you like to provide more details about what you’re trying to resolve or understand better?
How do I search for past experience only? I want to only know the former employees from a list of companies. I don’t care about current employees
