Creating a Waterfall Chart for Final Data Analysis in HubSpot

To set up a waterfall combining your existing data sources: Custom Waterfall Setup: 1. Click +Add Column > ↴Waterfall 2. Select column data type (text, number, URL) 3. Click Add Action 4. Add your providers in order: HubSpot → Clay → Other Provider → Apollo 5. Adjust the order as needed Credit Savings: Waterfalls only charge credits for the provider that finds the data - you won't be charged for actions that don't return results. The waterfall stops once valid data is found, preventing duplicate charges Alternative Method: You can also search "Waterfall" in Add Enrichment, select your data point, configure the provider sequence, and adjust the integration order Since you already have data from these sources, the waterfall will efficiently combine them without re-running unnecessary enrichments

Sources: Custom Waterfall Waterfall | Documentation | Clay University Waterfall

Waterfalls are designed to stop once they find valid data from any provider in the sequence, which saves credits by preventing unnecessary enrichments. The process stops once a data point is found or all providers are exhausted. If you need data from multiple providers simultaneously rather than stopping at the first result, you would need to run separate enrichment columns for each provider instead of using a waterfall approach. Are you looking to compare results across different providers, or do you need to combine multiple data points from different sources into a single output?

Sources: Enrich Companies (Waterfalls) [Clay 101] - Clay University Enrich Companies (Waterfalls) [Clay 101] - Clay University Enrich Companies (Waterfalls) [Clay 101] - Clay University Enrich People (Waterfalls) [Clay 101] - Clay University

To combine multiple data points from different providers into a single output, you have two main approaches: Custom Formula Column: Create a formula column that references all your enrichment columns and uses logic to select the best result. You can reference data from multiple enrichment columns and combine them using conditional logic. Extract Values Tool: Use our "Extract Values from Data" integration to pull specific information like LinkedIn URLs from multiple data sources. This tool can identify and retrieve targeted information such as LinkedIn URLs from objects, lists, or text across your different provider columns. Best Practice: Our platform creates intelligent waterfalls that combine and cross-reference data from multiple providers, selecting the most reliable data points from each source. This gives you "the best of each provider's strengths, automatically combined into one reliable output." For your specific case with LinkedIn URLs, you can create a formula that checks each provider column (HubSpot, Clay, Other Provider, Apollo) and returns the first valid LinkedIn URL found, or use the Extract Values tool to pull all LinkedIn URLs and combine them.

Sources: How Vanta uses Clay to streamline RevOps and scale signal-based prospecting - The GTM with Clay Blog How Vanta uses Clay to streamline RevOps and scale signal-based prospecting | Clay.com Referencing dynamic data from other columns | Documentation | Clay University Extract Values from Data with Clay

To create a formula that checks multiple provider columns and returns the first valid LinkedIn URL: 1. Add a Formula Column: Click +Add Column → Formula 2. Use the AI Formula Generator: In the formula box, type something like: "Use {{HubSpot LinkedIn}} if available; otherwise use {{Clay LinkedIn}}; otherwise use {{Other Provider LinkedIn}}; otherwise use {{Apollo LinkedIn}}" 3. Reference Your Columns: Type / to insert column references for each of your provider columns 4. Generate and Save: Click "Generate Formula", review the output, then click "Save Formula" The AI will create conditional logic that checks each column in order and returns the first valid LinkedIn URL found, similar to the example: "Use {{LinkedIn URL}} if available; otherwise use {{LinkedIn Profile}}.url"

Sources: Formula generator | Documentation | Clay University Formula generator | Documentation | Clay University Formulas | Documentation | Clay University Formulas

Hi Nicole, Did this sort out your issues here?

Great! Glad you're sorted. Closing this out!