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Maintaining Your Custom Table: Do You Need to Refresh Contacts?

·May 27, 2025 07:04 PM·

I have a custom table that searches for contacts matching my criteria, and it's working well. Will the people search continue checking for new matching contacts, or do I need to do something to "refresh" that company and perform a new find people search?

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Your people search won't automatically update with new matching contacts. To add new contacts that match your criteria, you'll need to manually update your search. You can do this by clicking on the source column in your People table to edit search parameters. This won't remove your existing contacts but will append new ones based on your updated filters. The auto-delete feature won't help find new contacts for companies that have reached their contact limit. The source updates based on results processed in its logs, not on records that are deleted. If you're using linked tables with company data, remember to rerun the lookup in your people table whenever you add new company data to pull the enriched information into your people table.
Sources: Enrich People (Waterfalls) [Automated Inbound] - Clay University Find People [Clay 101] - Clay University Enrich People (Waterfalls) [Automated Inbound] - Clay University