Linking Company and People Tables for Customized Outreach | Clay

Linking Company and People Tables for Customized Outreach

Hey Clay Team. I am using multiple tables. going from an indicator table to a company table to the actual people table on the last one. When I search people through company I lose all the company info which I need in my final people table for the outreach copy. When I then use lookup it finds matches, but it doesnt show some of the columns, particularly functions. How can I link the company table with the people table so that I can use data points on the company list to customize text in the people list??

3 comments

Channeled
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When you use Find People in Clay, your companies and people data tables are automatically linked in the same workbook. Here's how to access company data in your people table: 1. Look for the second column in your Find People Table that has a Clay Logo - this shows the corresponding company for each prospect. 2. To pull company data into your people table: • Click on any cell in that company-linked column • Use the "Lookup Single Row in Other Table" function to extract specific variables from your companies table • Select the company data points you want to use for customization 3. Important: Whenever you add new company data to your company table, simply rerun the lookup in your people table to refresh and pull in the updated company information.This approach creates an integrated dataset that combines both individual and company information seamlessly, allowing you to use company data points for personalizing your outreach. Sources: Find People [Clay 101] - Clay University Enrich People (Waterfalls) [Automated Outbound] - Clay University
Channeled
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Felix A.
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Hey hey, so I used the claygent to construct a copy out of a couple of columns. It worked all day, making changes on the prompt. I did some minor changes and now it doesnt give me a response other than the green dot. It is running and the reasoning is correct but the response data field stays empty. What does that mean? https://app.clay.com/workspaces/293973/workbooks/wb_omGAbNmYgH55/tables/t_TqzAKydivGo2/views/gv_NwqeXGfdWjv7