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Consolidating Multiple People Tables into a Single List
I have a Company table, and underneath people tables of various segments and different enrichments, is there a way to consolidate all the people tables into one list
I have a Company table, and underneath people tables of various segments and different enrichments, is there a way to consolidate all the people tables into one list
Yes, you can consolidate people data into one table. Here's how:1. Use the "Find Contacts" search option in the enrichment tab 2. Select the option to save the results into your company table 3. Set a limit for the number of results you want per company 4. Run enrichments for the contacts foundThe best part is that when you do this, the profiles for the contacts will be automatically enriched, and your companies and people data tables will be automatically linked in the same workbook.You can also use the "Write to Table" action to transfer data between tables, which is particularly useful for connecting Company and People tables. Sources: Find People [Clay 101] - Clay University Write to table integration overview | Documentation | Clay University
So would this start by creating a new blank table first then clicking find contacts?
Yes, you should start by creating a new table. Here's how:1. Go to your workspace 2. Click "Create New" > "Table" 3. Choose "People Table" as your table typeAfter creating the table, you can use the Find People Search tool to:** Define your search parameters ** Set result limits ** Preview and review the data ** Import the results into your new tableWhen creating the new table, you can also directly connect it to a data source by selecting your desired source (like Find People) from the search bar after clicking "Create New." Sources: Create New Table Find People overview | Documentation | Clay University Sources overview | Documentation | Clay University
i already have the list of people across other tables, i just want to bring them into one
You can consolidate your existing people data from multiple tables into one table using the Write to Table integration. Here's how:1. Create a new People table as your destination table 2. Add the Write to Table integration: • Click "Add Enrichment" in the top right corner • Search for and select "Write to Table" • Select your destination table • Map the columns from your source tables to the corresponding columns in your new tableYou can repeat this process for each source table to consolidate all your people data into the single destination table. Source: Write to table integration overview | Documentation | Clay University
no i have my list of people in the new table. i just want to add any enrichment to them that ive already done if they are found in another table
You can use Lookup columns to pull existing enrichment data from other tables where you've already enriched these contacts. This approach helps save credits by avoiding duplicate enrichments.Here's what to do:1. Before running any new enrichments, check if the data already exists in your other Clay tables 2. Use Lookup columns to pull that existing data into your current table 3. You can rerun the lookup columns anytime to refresh and pull in the latest data Sources: Guide: Ways to save Clay credits | Documentation | Clay University Enrich People (Waterfalls) [CRM Enrichment] - Clay University
whats the difference between lookup single or multiple row?
The key difference between the two lookup types is:• Lookup Single Row is designed to find one specific matching record in another table. It's more efficient when you only need to verify or retrieve a single piece of matching data.• Lookup Multiple Rows is meant for scenarios where you need to find multiple matching records based on your search criteria. Use this when you expect or want to retrieve more than one matching row from the target table.For better performance, if you know you only need one matching record, use Lookup Single Row instead of Lookup Multiple Rows. Sources: Lookup Multiple Rows in Other Table with Clay Lookup Single Row in Other Table with Clay