Filter New Leads Based on Existing Customers in Airtable | Clay

Filter New Leads Based on Existing Customers in Airtable

So we have a list that updated constantly with new leads we have existing customer list Both in airtable - how do we skip processing of new leads if they are already present in the other list?

5 comments

Channeled
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To skip processing new leads in Airtable if they're already in your existing customer list, you can use Clay's "write to table" feature and table exclusions. Here's how: 1. Use the "write to table" feature to import both your new leads and existing customer list from Airtable into separate Clay tables. 2. When creating a new table for processing leads, use the "Exclude" section to select your existing customer table as an exclusion source. 3. Choose matching criteria like email address or domain to identify duplicates. 4. Generate results that automatically exclude matches from your existing customer table. This approach will streamline your prospecting by removing existing contacts from your new lead processing.
Sources: Enhanced table exclusions, simplified email sequencers, Notion integration, Google Docs integration, and more! Guide: Ways to save Clay credits | Documentation | Clay University Push Data To Your CRM [Clay 101] - Clay University
Channeled
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Sharan
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The steps are not clear on how to do this, can you share some information on this?
Channeled
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Sure, I can provide more detailed steps on how to skip processing new leads in Airtable if they're already in your existing customer list using Clay. Here's a clearer breakdown: 1. Use our "write to table" feature to import both your new leads and existing customer list from Airtable into separate Clay tables. 2. Create a new table in Clay for processing leads. 3. In this new table, use the "Exclude" section to select your existing customer table as an exclusion source. 4. Choose matching criteria (e.g., email address or domain) to identify duplicates. 5. Set up AI formulas and conditional runs to only process contacts that are confirmed as new. 6. Run your enrichment. Clay will automatically exclude matches from your existing customer table, ensuring you only process new leads. This approach helps streamline your prospecting by automatically removing existing contacts from your new lead processing.
Sources: Intro to Inbound Messaging [Automated Inbound] - Clay University Push Data To Your CRM [CRM Enrichment] - Clay University
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