How to Move Contacts Based on Classification in Database Tables

Saman I. · 2025-03-25T23:24:32.02607+00:00

Hello! I need to move a set of contact and all their data from one table to another based on the result of a specific column. ie: If “Classification” equals exactly: “Marketing”, move it to the new table. I don’t know how to create a list to do that for the “Write to Other Table” action.

To move contacts and their data to another table based on the "Classification" column, you can use the "write to table" feature. Here's how: 1. Set up the "write to table" action in your workflow. 2. Select your destination table. 3. In the "Only run if" section, set the condition: Classification equals "Marketing". 4. Map the columns you want to transfer from your source table to the destination table. 5. Configure auto-update if needed. This setup will automatically move contacts with "Marketing" classification to the new table, along with their associated data.

Sources: Write to Other Table | Documentation | Clay University Write to Other Table | Documentation | Clay University

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