Integrating Company Data into Contacts Using Normalization Techniques | Clay

Integrating Company Data into Contacts Using Normalization Techniques

Hi, I am working with two sheets; Companies and contacts. I want to bring the relevant data from the companies sheet into the contact sheet, using company name as the identifier. For this, I have used Normalize Company Name in both sheets. How do I do this? I have used Write to table function but it adds new rows and not match to the existing data. In Look up multiple rows function it shows me no table in the drop down menu. please help!

7 comments

Channeled
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To bring relevant data from the Companies sheet into the Contacts sheet using the company name, you can use a lookup column. Here's how: 1. In your Contacts sheet, add a new column linked to the Companies table. 2. Click on any cell in this new column and select the company name field to display. 3. This will pull all relevant fields from the Companies table for each contact. To resolve the issue of no table appearing in the dropdown menu, ensure you're in the correct workbook and have permissions to access both tables. If you need to update the data later, simply rerun the lookup column to refresh the information. Remember, this method doesn't add new rows but enriches existing data in your Contacts sheet with company information.
Sources: Enrich People (Waterfalls) [CRM Enrichment] - Clay University Enrich People (Waterfalls) [Automated Outbound] - Clay University
Tisha S.
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https://app.clay.com/workspaces/360921/workbooks/wb_yfHbaRkAzr2E/tables/t_qqra6Ct9Pz9P/views/gv_5VmjJSSv2u2e
Tisha S.
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https://app.clay.com/workspaces/360921/workbooks/wb_yfHbaRkAzr2E/tables/t_qqra6Ct9Pz9P/views/gv_5VmjJSSv2u2e
Daniel K.
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Hi there, thanks for reaching out—and apologies for the delay in getting back to you. It looks like you sent over two of the same tables. To move forward, you'll need to add an additional normalized column in the People table that matches values from the Company table. Once that's in place, you can create a lookup column in the People table to pull in single rows from the Company table based on that match. Here’s a guide to help you set up the lookup: Lookup Feel free to reach out if you have any questions or run into any issues!
Channeled
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Channeled
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Channeled
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