Connecting Company Data and People Data in Clay: A Beginner's Guide

·

New to clay. How can I connect company data and people data? Currently they are both in different tables?

· Sorted by Oldest

Clay Team
APP
·
·
Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
RA S.
·
·
https://app.clay.com/workspaces/99438/tables/t_ldAAoxDGMDk3/views/gv_GA43pycmj9DO
Clay Team
APP
·
·
Hi, thanks for getting in touch! you can use the lookup integration
Clay Team
APP
·
·
Here's a video and our docs page for Lookup Record!
RA S.
·
·
And another question. How can I add more data to a currently existing table. I used the import more companies but it wouldn't deliver the company data than.
RA S.
·
·
Tha ks
Clay Team
APP
·
·
are you using the import button at the bottom of the table?
RA S.
·
·
Yes
RA S.
·
·
https://app.clay.com/workspaces/99438/tables/t_z6nD3ogrnOBR/views/gv_FdxhB2VWXCj8 This table
RA S.
·
·
First I got 200 companies then I tried to add more to the same table and used the import feature but those are not loading the data see image.
Loading attachments
RA S.
·
·
Lookup only works with a pro plan?
RA S.
·
·
I literally can't connect people and company data?
Clay Team
APP
·
·
lookup is for all plans
Clay Team
APP
·
·
I'm checking this table, its very strange
RA S.
·
·
I'm struggling with this. All I intended to do was find companies. Ok worked. Enricht people. Ok worked. But connecting the two is only possible through lookup? Now I ran the lookup and it couldn't match it although I do have LinkedIn data in both tables.