Hello Looking at this list https://app.clay.com/workspaces/33232/tables/t_jMuGjG4rzNCZ/views/gv_qCYROv6qrKTp supposed to show companies that aren't on our hubspot, it appears that some of them are already in our CRM but weren't detected by Clay (ie - dhl.ru doesn't exist in Hubspot, but dhl.com does). Since I don't want to create any duplicates, do you know how I can create a system for Clay to filter out these companies? Thanks
any ideas?
Thanks
Hey there Louis sorry for the delay, taking a look.
Looks like Louis and I are in the same thread. different issues. Here's mine.
THis caly table - https://app.clay.com/workspaces/217287/tables/t_UTCPbh1UWHpK/views/gv_atuNEe4nmsel. It pulling credits to append websites but giving me nothing but shopify and not found.
KPI A. I believe I addressed your question in this thread https://clayrunhq.slack.com/archives/C025KSBLPGX/p1708531518769819 But essentially you did not have Company Name mapped out in the enrichment, I mapped it and it should work now.
Louis, still working on your table
ok let me know when you have a solution ๐
Sorry for the delay, so let me post a step by step of what you can do. First you can create a new table using the "Import Companies from HubSpot" option using the list you are trying to update.
Then in this current table you can use the "Lookup Multiple Rows in Other Table" to find and any matching URLS or company names to connect the tables.
Actually its fairly complex so I will make a loom explaining the process from here.
Sorry for the delay here is the loom. https://www.loom.com/share/6d7c378a78174b5f9b6e87b430bacfe8