Assistance Needed for People and Company Table Lookup in Clay | Clay

Assistance Needed for People and Company Table Lookup in Clay

https://app.clay.com/workspaces/16336/workbooks/wb_8wNewh5EWku3/tables/t_KKZRvvpmbNJr/views/gv_mjSVa2VKuiKk Hi team, I basically have a People data people table as well as a company table, and my goal is to look up a specific view of the people table from the company table through the lookup multiple rows enrichment. I need your help in ensuring that I am able to do it. Before we used to have functions like share view and look up matching rows and things like that. Let me know how do we proceed further with that without additional creating downloading and uploading of CSV files.

4 comments

Channeled
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To connect a specific view of the people table with the company table in Clay using the "Lookup Multiple Rows" enrichment: 1. In your company table, add a new column and select "Lookup Multiple Rows in other Table". 2. Choose the people table as the "Table to Search". 3. Set up the matching criteria, using company domains as the data point to match between tables. 4. Select the specific fields you want to pull from the people table. 5. Run the enrichment to populate your company table with matching data from the people table. This method allows you to integrate data between tables without downloading or uploading CSV files, saving time and ensuring data consistency. Remember, Clay automatically links your company table to your people table, allowing you to extract company attributes directly into your people table as well.
Sources: Lookup Multiple Rows in Other Table with Clay Find People [Clay 101] - Clay University
Nishkarsh A.
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https://app.clay.com/workspaces/16336/workbooks/wb_8wNewh5EWku3/tables/t_KKZRvvpmbNJr/views/gv_mjSVa2VKuiKk
Bo (.
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Hey, Unfortunately it's not possible to look up specific views directly, but we can work around this. You can use formulas to tag values based on the same criteria you use for creating views. For example, if your view filters by company size, create a formula that adds a tag based on company size. Then use lookup in the new table and create a formula to extract only the tagged values or process all the information. Let me know more about your specific use case so I can send this as feedback to our team.
Channeled
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