Using LookUp to Exclude Accounts in a Formula: Need Help! | Clay

Using LookUp to Exclude Accounts in a Formula: Need Help!

I'm using LookUp feature to exclude accounts, how do I incorporate the result into a formula? I asked it to output Qualified if "LookUp" is empty but it's not working

4 comments

Channeled
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To incorporate the LookUp feature result into a formula and output "Qualified" if "LookUp" is empty, you can use a conditional formula. Here's how: 1. Go to the enrichment panel where you want to apply this condition. 2. Scroll down to "Run Settings" and click "Use AI" or enter the formula manually. 3. Use this formula structure: IF({{LookUp}} == "") THEN "Qualified" ELSE "Not Qualified" This formula checks if the LookUp column is empty and outputs "Qualified" if true, otherwise "Not Qualified". Remember to test your formula with different scenarios, including empty fields, to ensure it works as expected. If you need more help, you can request human assistance by clicking on "Talk to a person".
Sources: Conditional statements | Documentation | Clay University Conditional Formulas
Andi D.
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but it's taking "No Record Found" as text?
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To handle "No Record Found" as text when using the LookUp feature, you can modify your formula to check for this specific text. Here's an example of how you can adjust your formula: IF({{LookUp}} == "" OR {{LookUp}} == "No Record Found" OR {{LookUp}} == "Nothing Found") THEN "Qualified" ELSE "Not Qualified" This formula checks if the LookUp column is empty or contains "No Record Found" or "Nothing Found", and outputs "Qualified" if true, otherwise "Not Qualified". Remember to test your formula with different scenarios to ensure it works as expected. If you need further assistance, you can request human help by clicking on "Talk to a person" in the chat.
Sources: Google Sheets integration overview | Documentation | Clay University Snowflake integration overview | Documentation | Clay University
Channeled
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