Associating Prospect Accounts with Customer Accounts: Need Assistance

Mikey P. · 2024-02-23T20:34:56.699165+00:00

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?

Clay T.

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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 😉

Mikey P.

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https://app.clay.com/workspaces/13584/tables/t_bT5cigXNAdOT/views/gv_O1UghkDbiRKE

Clay T.

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Hey there Mikey thanks for reaching out.

Clay T.

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Question do both of these accounts exist in a Clay table already and you want to connect them?

Mikey P.

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Yes they do

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

Mikey P.

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Based on a few characteristics

Clay T.

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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

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