Is there a best practice way to look for existing / already enriched contacts in contact tables before doing find people in clay? We have a table that contains all of our contacts that we've had in CRM + through lookups in Clay. When I create an account list in Clay, I'm trying to find an easy way to first check to find all available contacts from our existing data before importing more. Is there an easy solve for this?
π Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Hey, thanks for reaching out! π Yes, using the lookup is a good approach for matching, but it wonβt allow you to use those values in a new Find People search. To exclude people in a Find People search, the exclusion list needs to come from an actual Find People search itself. A quick workaround is to create a Find People search, send all the people you already have in that table usingthe write to table, and then use that list in the βExcludeβ option when running your next Find People search. Let me know if you need any further clarification or help! π https://downloads.intercomcdn.com/i/o/1175741566/9694d026538a65fe9ea58f17/CleanShot+2024-09-10+at+_02AtMkcr5n%402x.png?expires=1726009200&signature=851416ce7afd36fa25f8bae58a41279aea6397d1fd61c60df74f71c5fbee7bcc&req=dSEgE856nIRZX%2FMW1HO4zYksTzKJexNbi9H9MVbyTFvtZBOPEWaeuN8Vi91z%0AtuKL%0A
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!