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Setting Up Tables for Lead Enrichment and Email Automation | Clay

Setting Up Tables for Lead Enrichment and Email Automation

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Hey gang–I'm looking to setup two separate tables, one for company/lead enrichment only, and one for email creation/automation (using the data of the former). Is that doable?

14 comments

· Sorted by Oldest

Muhammad S.
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yes
Muhammad S.
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200% doable
1
Channeled
APP
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💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!
Rick V.
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For example, looking to move and map results from https://app.clay.com/workspaces/244795/tables/t_6yDDZS6zdCPn/views/gv_nb6ZBvV6AUBk to https://app.clay.com/workspaces/244795/tables/t_558TnPPVjqoB/views/gv_axUK775kCy2U Is CSV export/import w/ column mapping the only way?
Muhammad S.
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did you see write to other table integration? Rick V.
Rick V.
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Yes. Can't seem to get it to work as intended. Not sure what I'm missing.
Tanvi R.
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Hi Rick, thanks for reaching out! Write to other table is exactly what you need to use here to send data from one table to another. Here's a tutorial on how to set up write to other table: https://www.clay.com/university/lesson/write-to-table-clay-101 Feel free to give this a try and let me know if you have any other questions!
Rick V.
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Thanks Tanvi R.. I already tried that but keep getting the 'please add a valid list here' error and pretty much am stuck there
Rick V.
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This happens in the last column here https://app.clay.com/workspaces/244795/tables/t_6yDDZS6zdCPn/views/gv_nb6ZBvV6AUBk
Owen C.
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Hey Rick! The error you're seeing is happening because Clay's Write to Table function expects JSON-formatted data for the 'Valid List' input. Since the Apollo Company Name is a single name per cell (not a list), you can skip selecting a list altogether. Instead, go straight to '*Add other data from this table*' and input the Apollo Company Names there, along with any other data that’s entered individually and not in a list format. Does this answer your question fully? Happy to dive deeper if needed! 😊 https://downloads.intercomcdn.com/i/o/1200088938/adaff1eb468a88a6c633ba85/CleanShot+2024-10-01+at+10_28_41%402x.png?expires=1727794800&signature=2af02a0447d6621ed03a94fe5d9ba3cb83e60d01637f677c879dab9108a83c27&req=dSInFsl2lYhcUfMW1HO4zUANa2lJQRwq%2B02oAp6Wo7O1ZTWZDO3nWQKmBw6Y%0APqSO%0A
Rick V.
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That's perfect, thanks! Didn't realize I could skip the input field
Channeled
APP
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Hi Rick V.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
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Thank you so much for sharing your feedback Rick V.!
Channeled
APP
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Thank you so much for sharing your feedback Rick V.!