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Enrich Your Contacts Table with Company Trends and Data Insights

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Hi, need help. I have 2 tables in a workbook. I have company list table, and contacts table from the company list. The contact table consists of 2 to 3 contacts per company. I have some enrichments in company table, such as company trends, company competitors, recent industry awards etc.. that i'd like to be available in contacts table. I did used lookup, it worked but the results were limited. Some columns doesn't appear in the result. Thanks

  • Avatar of Channeled
    Channeled
    APP
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    To make all enrichment columns from your company table available in the contacts table without limitations, you can use the lookup feature in Clay. Here's how: 1. In your contacts table, add a lookup column that links to the company table. 2. Once the lookup is set up, you can pull in all the enriched company data, including trends, competitors, and recent industry awards. 3. To refresh the data, simply rerun the lookup column in your contacts table. This approach allows you to access all the valuable company data you've already enriched without limitations. It creates an integrated dataset that combines individual and company information seamlessly, saving you data credits in the process. If you need further assistance, please ask to talk to a person for more detailed guidance.

  • Avatar of Louie
    Louie
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    I did use the lookup, but seems like the output was limited. It did not capture the columns that I need

  • Avatar of Faheem G.
    Faheem G.
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    Hi Louie, can I take a look? Happy to help

  • Avatar of Louie
    Louie
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    Hi Faheem, thank you I appreciate it.

  • Avatar of Daniel K.
    Daniel K.
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    Hey there, thanks for reaching out! 😊 If you’ve updated the company table with new information, you’ll need to re-run the lookup column in the people table to reflect those changes. However, if you have enrichments running based on the inputs, I’d recommend adding a second lookup column to pull in the new data from the company table—otherwise, you might re-trigger the enrichments. Let me know if you need any help!

  • Avatar of Channeled
    Channeled
    APP
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