Creating an Organized Spreadsheet for Multiple Stakeholders in Enterprise Organizations

Adam B. · 2024-02-12 14:46:48.655689+00

I'm helping a client build a targeted lists for multiple stake holders within enterprise organizations and have a quick question. Let's say I have a list of 300 enterprise organizations and looking for 5-7 personas within each org. What is the best way to get all of these personas on an organized spreadsheet that's broken down by company? So on the spread sheet the rows would be: Company 1 - persona 1, Company 1 - persona 2, Company 1 -persona 3, etc...extending down the list for all companies. I understand how to "Find Contacts at Company" integration, but how do you then extract all contacts from each company and have them nicely organized on a spreadsheet?

Creating an Organized Spreadsheet for Multiple Stakeholders in Enterprise Organizations | Clay

13 comments

· Sorted by Oldest

Frederik H.
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Hey Adam B.
Frederik H.
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Usually I do it like this.
1.
Have a Company Table with all of the enrichments I need
2.
Usually using the "Find Contacts at Company Enrichment" which retrieves me a list of people for that company. Also can use Keywords for that.
3.
Then I create a New Custom Table with ALL of the fields I will need from my previous Company + Contacts Table
4.
Choose the "Take Action on List" Option in the List of Contacts in my previous table.
5.
Transfer the data to my new table which gives me the desired output format.
Adam B.
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Thanks Frederik H.! Where exactly do I find "Perform Action on List"? I can't seem to find it.
Frederik H.
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3. Create Custom Table and add fields you need in the new People Table 4. Take Action on List
Loading attachments
Adam B.
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Awesome thanks!
Frederik H.
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In the last step just map the fields you need from the list to the columns created in the custom table and at the bottom the fields you want to get into the new column not from the list. Hope this helps!
Frederik H.
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Not sure if this is the best way to do it, but it does work for sure 🙂
Adam B.
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Great thanks! I'll play around with it and let you know if any issues. Last question, I don't have to manually do this for all 300 companies correct? Once I map fields and take action on list, it will run for all companies?
Frederik H.
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Exactly. Create needed fields once in custom table, map fields and just let it run. Let me know if it worked!
Adam B.
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Perfect thanks and will do!
:thumbsup_all:3
Dorothy H.
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Thanks for asking this question Adam B.. I was wondering the same thing! Frederik H. your answer was super helpful.
👍1
🔥1
Dorothy H.
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Charlie C. for your ABM campaigns. A less complicated way than I had suggested for multiple personas.
👍1
Frederik H.
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Dorothy H. Glad to hear! Like I said, I am not sure this is the best way to do it. Maybe someone from Clay can elaborate, but I know it works since I have done it multiple times 😄 Let me know if there ary any hickups I can help with, just in case! 🙂

Frederik H.
·
·
Hey Adam B.
Frederik H.
·
·
Usually I do it like this.
1.
Have a Company Table with all of the enrichments I need
2.
Usually using the "Find Contacts at Company Enrichment" which retrieves me a list of people for that company. Also can use Keywords for that.
3.
Then I create a New Custom Table with ALL of the fields I will need from my previous Company + Contacts Table
4.
Choose the "Take Action on List" Option in the List of Contacts in my previous table.
5.
Transfer the data to my new table which gives me the desired output format.
Adam B.
·
·
Thanks Frederik H.! Where exactly do I find "Perform Action on List"? I can't seem to find it.
Frederik H.
·
·
3. Create Custom Table and add fields you need in the new People Table 4. Take Action on List
Loading attachments
Adam B.
·
·
Awesome thanks!
Frederik H.
·
·
In the last step just map the fields you need from the list to the columns created in the custom table and at the bottom the fields you want to get into the new column not from the list. Hope this helps!
Frederik H.
·
·
Not sure if this is the best way to do it, but it does work for sure 🙂
Adam B.
·
·
Great thanks! I'll play around with it and let you know if any issues. Last question, I don't have to manually do this for all 300 companies correct? Once I map fields and take action on list, it will run for all companies?
Frederik H.
·
·
Exactly. Create needed fields once in custom table, map fields and just let it run. Let me know if it worked!
Adam B.
·
·
Perfect thanks and will do!
:thumbsup_all:3
Dorothy H.
·
·
Thanks for asking this question Adam B.. I was wondering the same thing! Frederik H. your answer was super helpful.
👍1
🔥1
Dorothy H.
·
·
Charlie C. for your ABM campaigns. A less complicated way than I had suggested for multiple personas.
👍1
Frederik H.
·
·
Dorothy H. Glad to hear! Like I said, I am not sure this is the best way to do it. Maybe someone from Clay can elaborate, but I know it works since I have done it multiple times 😄 Let me know if there ary any hickups I can help with, just in case! 🙂