Hello all! I have a question and not sure if this is possible.... Clay generated me a great prospect list for companies I am trying to reach. I would now like to upload my personal current list that I am working on and have Clay match these two lists together to delete duplicates so that I am left with all net new prospects. I hope that makes sense. Thank you!
Hey Carolyn, here's a quick tutorial I made on how I set this up in your workspace: https://www.loom.com/share/f6ca3901346d421b96db2da2ec51af17?sid=7a722d9e-7c43-4ae7-b50d-40a5a7e4727f Essentially, all you need to do is run the Lookup Single Row in Other Table enrichment to check if any of your prospects match an Account in your Salesforce table. From here, you can filter for the rows with a match and then delete all of these duplicate results from your Prospect table! Let me know if this makes sense and if you have any other questions!
