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How to Perform a People Search and Save Unique Results in a Table
How can I perform a people search function that saves result in the same table while excluding contacts I already have in that table?
Trying to do: hey, would other contact at your company be the right person
Tanvi R.··Hey there Harvey, great to hear from you. Happy to take a a look here. Do you mind sending the link to the table so we can take a look? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1731432600&signature=348f1187404c88670c9b35d19971f9afc921743dcfaee4d5a00efd3bf7fbd5d9&req=dSEgF85%2FmohWX%2FMW1HO4zYTywSr4BZUQ2BKsam%2FhVPuSiQ%3D%3D%0A
- Tanvi R.··
The people search function should automatically do this as auto-dedupe is automatically enabled on the LinkedIn profile url column. Thus, any duplicate results found will automatically be deleted so you are left with only unique people search results!
- Tanvi R.··
Just checked and auto-dedupe is enabled in your table for LinkedIn profile! So you don't need to worry about adding duplicate results to your table :) https://downloads.intercomcdn.com/i/o/w28k1kwz/1249141061/c771e05e0b9cff0e9dae8cd039ad/CleanShot+2024-11-12+at+12_07_46%402x.png?expires=1731433500&signature=2bcc388a80cd5098fb38cba6247ff0e8f0fe7c0d2343389ab1a5f0d2aabeccbf&req=dSIjH8h6nIFZWPMW1HO4zaSpUzhwNfHXnXdO8lzGu5ADe9pLKUfoQkebVZ7C%0Ay2IM%0A
i meant this
not adding more to the table
but to the row
cause i'm saying Would {{other contact Name}} be the right persone to reach out to
any hints?
- Tanvi R.··
Hey Harvey, it looks like there are 173 rows where the find people search result matches the other contact that you've found. Is there a different "other contact" result you'd like to use in these rows?
- Tanvi R.··
yes i won't want to say Hey Tanvi - if you're not the right guy, is Tanvi the right guy?
How can I do that at scale?
- Tanvi R.··
Right now, it's not possible to exclude search results in the find contacts at company enrichment, only the find people source itself can exclude results and ensure duplicate results aren't added. A workaround here is if the name matching column is true (ie the names are a match), we default to the 2nd contact result found. I'm working on building a formula for this in your table and will report back once it's done!
You're the best!
- Tanvi R.··
Hey Harvey, it was a bit complicated but I was able to build this conditional formula into your table! I'm going to share a loom explaining how this works, but you can see the formula column email3ps is now updated to not mention duplicate names!
- Tanvi R.··
Here's a quick tutorial of the changes I made: https://www.loom.com/share/65ec34de5a5f4dc59cafd2ae5b5014be?sid=e14fe05c-6b12-4113-bb81-f7002c7ee95e Essentially I combined several different conditions into the email3ps formula column. One thing I did not do but would recommend is normalizing the first name of the second alternate contact - I see there are a few rows with special characters that we should remove here. You can just copy the same formula used for the first alternate contact to achieve this. Let me know if this workflow makes sense and if you have any other questions!
Sweet!! Thanks a lot for this
