Creating a Find People Table Based on Qualified Companies | Clay

Creating a Find People Table Based on Qualified Companies

I have a "find companies" table where I've been enriching and filtering companies. How do I make a "find people" table that references only a subset of the "find companies" table? I want to search for people who are at the companies that I decided are qualified, but not the unqualified ones

5 comments

Channeled
APP
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Josh N.
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I know I can highlight part of the company names column then paste it into my people search, but I'm wondering if there's a way to do this where the people table updates in real time as new companies are added to and enriched on the companies table. Here's the url of my companies table: https://app.clay.com/workspaces/358615/tables/t_kEZMz2AZDYBW/views/gv_X7sxBEBFHbuR
Tanvi R.
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Hey Josh, great question thanks for reaching out! You can use a write to other table enrichment with a conditional formula to send the companies you qualify to a new table, and then run a find people search from this new table. This keeps your process autonomous so you can automatically find people as new companies are added that you qualify. Here's a video with a more detailed explanation: https://www.loom.com/share/e8e03da42ec54c17b1b98b563a359f27?sid=09c11ceb-53c5-47d5-9017-f50edd4383ee Here's a brief overview of the write to other table integration, and here's a more detailed explanation of how to write to other table without a list. Let me know if you have any other questions or need further assistance with your setup! 😊
Josh N.
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This works beautifully, thank you
Channeled
APP
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