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Integrating Company Data for Enhanced People Enrichments in Clay | Clay

Integrating Company Data for Enhanced People Enrichments in Clay

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Hi - new-ish to Clay, may have missed something simple as I was getting started. I have a company table that is pulling from HubSpot. I have several AI query columns on that table (eg. one that finds relevant public filing documents, one that generates summaries of those documents, etc) I also have a People Search to find contacts from those companies, which is added those people to a second tab. I would now like to add enrichments to the People tab that references both the individual person info AND the company-level enrichment I ran on the Company tab. It would need to identify the correct company info for each person. How do I either:

Directly reference back to the Companies table? or
Push the data from the Companies table to the Find People table so that each person from the respective company gets the correct information added to their row

2 comments

Clay
APP
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Clay automatically links your Find Companies table to your Find People table. To access company data for each person: 1. Simply rerun the lookup column in your People table that's linked to the Company table. This pulls all enriched company data (including your AI query results) into your People table, matching each person with their correct company information. You don't need to manually push data - just refresh the lookup to ensure you have the most current company data for each contact.
Sources: Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University Enrich People (Waterfalls) [CRM Enrichment] - Clay University Enrich People (Waterfalls) [Automated Inbound] - Clay University Enrich People (Waterfalls) [Automated Outbound] - Clay University Enrich People (Waterfalls) [CRM Enrichment] - Clay University
Channeled
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