Hi all, I have a list with several contacts, but I often end up with too many people from the same company who have the same or similar job titles. It doesn’t make sense to filter by job title, since they’re usually identical. How can I split this list in Clay so that each outbound list contains no more than two people from the same company, and the remaining contacts are distributed across other lists?
You can accomplish this by using the Lookup Multiple Rows integration to count contacts per company, then use conditional logic to distribute them.
Here's the approach:
Count contacts per company using Lookup Multiple Rows to scan your company column and identify how many people exist for each company
Create a formula to assign contacts to different lists based on company count - for example, first 2 people from each company go to List 1, additional people go to List 2, etc.
Alternatively, you can filter and export specific contacts by company name, then use checkboxes or formulas to identify which contacts to move to each list.
This approach ensures even distribution while maintaining your company contact limits across multiple outbound lists.
Is that what you were looking for?
If you need any more help with splitting your contact lists or have questions about the process, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?
Regarding point 2 how do i do it
You'll create a formula using conditional logic to assign contacts to different lists based on company count. [1]
Here's how:
This formula checks the company count and assigns contacts accordingly - first 2 people per company go to List 1, next 2 to List 2, etc.
Is that what you were looking for?
If you still need help with creating the formula or have any other questions about splitting your contact lists, I’m here to assist. Would you like to share more about the specific formula or distribution you want to achieve?
But this doesnt solve my problem because I want if Company count equals 4 the 4 results in 4 different lists
You'll need a more advanced formula that assigns each contact from the same company to a different list sequentially.
Create a formula that uses row position or a counter to distribute contacts:
Use ROW() function or create a ranking column first
Then use modulo operations: "List " + ({{row_number}} % 4 + 1)
This cycles through List 1, List 2, List 3, List 4 for each company's contacts. [1]
Alternatively, combine conditional logic with row counting to ensure the 4th person from Company X goes to List 4, not List 2. [2]
What's your current table structure - do you have a way to identify the order of contacts within each company?
If you need further assistance with setting up the formula to distribute contacts across multiple lists as you described, I’m here to help. Would you like to provide more details about your current table structure or how you’re identifying contact order within each company?
Please give me the entire formel
Here's the complete formula for distributing contacts across different lists:
Step 1: First add a ranking column using this formula:
RANK(ROW(), FILTER(ROW_RANGE, {{Company}} = CURRENT_ROW_COMPANY))Step 2: Then create your distribution formula:
"List " + ({{ranking_column}} - 1) % {{max_lists}} + 1For 4 lists specifically:
"List " + ({{ranking_column}} - 1) % 4 + 1This ensures the 1st person from each company goes to List 1, 2nd person to List 2, 3rd to List 3, 4th to List 4, then cycles back.
You'll need to replace {{Company}} with your actual company column name and {{ranking_column}} with the name of your ranking column.
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If you still need help with the formula or want to clarify any part of the distribution setup, I’m here to assist. Would you like to provide more details about your current table or any specific issues you’re encountering?
Can you show me an example on how the formula looks in the end?
