Help with Custom Formula for Comma Separated List of Duplicate Rows' Warm Connect Column

Hey, need help with a custom formula in this table: https://app.clay.com/workspaces/95815/tables/t_jIUqeK8Qo2YB/views/gv_qI5vLHiO6YAz For the rows that have duplicate "Name column" I want to create a comma separated list of each duplicate row's respective "Warm Connect"

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33 comments

Ajay G.
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https://app.clay.com/workspaces/95815/tables/t_jIUqeK8Qo2YB/views/gv_qI5vLHiO6YAz
Clay Team
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Hey Ajay!! Taking a look
:arc:1
Clay Team
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Ahh, okay. We can use the lookup count instead of the "name" since the formula generator doesn't have context otherwise. Updating it now
Ajay G.
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thank you, sir. follow-up question. how can I avoid running enrichments on company duplicates? information and credit spend would be redundant
Clay Team
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Good one! For that I'd recommend running the Lookup Record before you enrich them, that way you can pull existing info and only enrich those that don't currently exist. Those newly enriched companies, you can write them over to a "master company table" where you pull data from if that helps
Clay Team
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I'm reformatting the formula to ensure it does it all in one go without adding another one
:thumbsup_all:1
Ajay G.
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Thank you. Do you think you can help me out with the lookup record before enrichment flow? I don't know how I would implement that
Clay Team
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Sure! It's as straightforward as it sounds. Once you have a list of companies and the value you want to look up, that's the first step you add, then you snowball the rest of the enrichments giving them the condition to only run if no match is found
Clay Team
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Any table?.... The formula is working now btw, it just appears not all records have a warm connect or more than 1 in the table you're searching in
Ajay G.
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Also I want to confirm we're on the same page for my first request. For the first two rows for the company called Activate, the formula cells should read Garry Cooper, Hans Yang for both rows.
Ajay G.
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For this formula, we're not looking up in another table ^
Ajay G.
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It's duplicates within the "yogi table"
Ajay G.
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Can huddle if clarification is needed, let me know!
Clay Team
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Ah, got it. So we want to lookup in the same table for duplicates then? Cause the lookup record column was searching in another table
Ajay G.
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Yeah the lookup record is for something else I'm doing. For the formula, we want to lookup duplicate names and then create a comma separated list of the warm connects attached to those names
Clay Team
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Cool! I'll update it to an internal lookup instead, that would still be required to check for duplicates
Clay Team
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Ajay G., there we go. I also prompted it to check for duplicates so it only outputs a unique value in case there are multiple. Does that work?
:sparkles-clay:1
Ajay G.
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looks good, can we get it so that if there aren't duplicates, it will output the one name under "warm connect"
Clay Team
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Yep, adding that now
Ajay G.
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Cool, and then just to show me how it's done so I don't run redundant rows (if company is the same), can you show me what that looks like on a LI company enrich using the sales nav link?
Ajay G.
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Once I have an example I think I'll understand
Clay Team
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It would be similar to setting up a do-not-contact table.Here's how this was setup to lookup for DNC - https://www.loom.com/share/80d613c10d5248f6bfc662cc95c8023d Based on matches, you can set up conditional formulas so existing records don't get enriched or contacted.
Ajay G.
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Arturo O. not sure how this would apply to my table. Ie. there are 17 contacts that work at adobe. How do I run the company enrich for them but make sure it runs once and then just duplicates info across the rest
Clay Team
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Ahh, okay, that's where the "master company table" would come into play. If you have that list of companies where you enrich them just once, you then use the lookup in your people table to pull that company info. That's almost the same setup as the video above but instead of a DNC table, it's an Enriched Company table for you
Ajay G.
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Arturo O. how would I extract the list of unique company sales navigator links from this table given that there are many duplicates?
Ajay G.
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what's the easiest way
Clay Team
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Hmm, I'd say the easiest is to download the current table as CSV and then create the Company Table, deduping by domain or name
:thumbsup_all:1
Ajay G.
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also the formula isn't working, just checked. It's associating a connection to the company as a warm connection that should be included in the formula. I want it to associate the records found to the name of the person instead. For example, every one of our warm connects is connected to someone from google, so it lists them all. Instead, it should list warm connects in a comma separated list if they both know the same person.
Ajay G.
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let me know if that makes sense
Ajay G.
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Since I removed the duplicates already and there's no undo, I created this table to revert back with the duplicates: https://app.clay.com/workspaces/95815/tables/t_Y3bMBgHkwzsg/views/gv_V6Fm0g49mCEQ
Ajay G.
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would appreciate your help here Arturo O. let me know if you need clarification on anything. can hop on a huddle if helpful.
Clay Team
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got it, just updated the lookup so it runs with people's names only, both tables just in case
Ajay G.
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amazing, thank you so much for your help Arturo O. !!
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