Assistance Needed for Excel: Linking Law Firms and PVB Customers Tabs | Clay

Assistance Needed for Excel: Linking Law Firms and PVB Customers Tabs

I'm looking for help on how to do this. I have a tab in this workbook called "Law Firms" and another called "PVB Customers (Law Firms). On the "Law Firm Tab" I have an AI enrichment column "Top Law Firm Competitors" as a next step, I would like the results to search the domain in the PVB customers tab, and if it matches, then to pull over the Company Names as columns. https://app.clay.com/workspaces/339088/workbooks/wb_0syu7wh4DdRoDXTnWt6/tables/t_0syu8o4KC6NbiRqwNvA/views/gv_0syu8o4ckEm6UrYQEip

5 comments

Clay
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Use the Lookup Multiple Rows integration to search for matching domains between your tabs. Steps: 1. In your "Law Firms" tab, add the Lookup Multiple Rows enrichment 2. Set it to scan the "PVB Customers (Law Firms)" tab for matching domains 3. Configure it to return Company Names when matches are found 4. The integration can lookup within the same table or across separate ones This will automatically pull Company Names from your PVB Customers tab whenever domains match those found by your AI enrichment column.
kushagra t.
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You want to check if any of the competitors are PVB customers? How many competitors are you getting form the enrichment column? If it is > 1 then would recommend writing the competitors to a separate table. you ll also need the website of the competitors in that new table. then you can perform a lookup like the bot mentioned in the PVB table targeting the website column in the (new) competitor table. normalize website in both the table before performing the lookup.
Clay
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For multiple competitors, create a separate table using "write to table" to split the competitors from your AI enrichment column. In the new competitor table, get competitor websites, then normalize both website domains using our normalize function: 1. Navigate to enrichment panel → "Tools" section 2. Select normalize functions for domains in both tables 3. Run normalization across all rows Then use Lookup Multiple Rows to match normalized domains between your competitor table and PVB Customers tab, returning Company Names when matches are found. This approach handles multiple competitors efficiently and ensures accurate matching through normalized data.
Sources: Data Cleaning + Normalization [CRM Enrichment] - Clay University Clay formatters overview | Documentation | Clay University Data Cleaning + Normalization [Automated Inbound] - Clay University Data Cleaning + Normalization [Automated Inbound] - Clay University
Nicole B.
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Thank you! Can I please have specific instructions on how to do that?
Clay
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Step 1: Split competitors into new table Use "write to table" function to create a new competitor table from your AI enrichment column. Select "New Table" and choose fields like company name and domain. Step 2: Get competitor websites Add website enrichment columns to your new competitor table to obtain domains for each competitor. Step 3: Normalize domains 1. Navigate to enrichment panel → "Tools" section 2. Select normalize functions for domains 3. Run normalization on both your competitor table and PVB Customers table Step 4: Perform lookup Add Lookup Multiple Rows enrichment to match normalized domains between your competitor table and PVB Customers tab, returning Company Names when matches are found.
Sources: Find Company Lookalikes [Clay 101] - Clay University Claybooks: How ConnectWise uses Clay to keep their account database clean | Clay.com Data Cleaning + Normalization [CRM Enrichment] - Clay University Data Cleaning + Normalization [Automated Inbound] - Clay University Data Cleaning + Normalization [Clay 101] - Clay University