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Waterfall Title Matching Process with Clay: Step-by-Step Guide

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If i want to essentially waterfall title matches, so have like 4 batches of 5 titles and have Clay go through to check for title matches in each group, and it it doesnt get to lets say 4 contacts per group, it moves to the next batch of titles, how would i do that?

  • Avatar of Bo (.
    Bo (.
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    Hi, To set up a process in Clay that checks for title matches in batches and only moves to the next group if the count is less than 4 contacts per batch, you would need to use formulas and conditions between integrations. 1. Determine Integrations: Confirm which integrations you are using to process the title matches. 2. Use Conditional Formulas: Add a formula between each integration to control when it runs. The formula should include a condition like: Only run if /count is less than 4 You would link the right column/value with the count with the forward slash. This setup ensures that each integration checks for matches, and if fewer than 4 contacts are found in the current batch, it triggers the next group of titles. Let me know if you need help with setting up these formulas or any additional details.

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    Channeled
    APP
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    Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

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    Channeled
    APP
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    We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

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    Channeled
    APP
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    Hi Stephen K.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

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    Channeled
    APP
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    Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.

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    Channeled
    APP
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    Hi Stephen K.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: