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Associating Prospect Accounts with Customer Accounts: Need Assistance

Avatar of Mikey P.Mikey P.
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I'm trying to find a way to associate a prospect account with a similar current customer based on a few characteristics (Employee count, Industry, Last Funding Round) I know this is possible with Clay / AI, but am struggling to make it happen. Can anyone help me out here?

8 comments

  • Avatar of Clay T.
    Clay T.
    APP
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    Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉

  • Avatar of Clay T.
    Clay T.
    APP
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    Hey there Mikey thanks for reaching out.

  • Avatar of Clay T.
    Clay T.
    APP
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    Question do both of these accounts exist in a Clay table already and you want to connect them?

  • Avatar of Mikey P.
    Mikey P.
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    Yes they do

  • Avatar of Mikey P.
    Mikey P.
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    Basically I have a list of 500+ customers. When adding a new prospect account to our SFDC I want to be able to find the most similar current customer of the 500 list

  • Avatar of Mikey P.
    Mikey P.
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    Based on a few characteristics

  • Avatar of Clay T.
    Clay T.
    APP
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    So it sounds like you want to use the "Lookup Row in other Table" integration. Here is a loom on how to use it; quick note the integration name has changed from the video to the one I typed out. https://www.loom.com/share/72f4e67e20424ba7a784ca9a5056f1a9