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