Issues with Auto-Updating People Finder Table in Clay | Clay

Issues with Auto-Updating People Finder Table in Clay

I have a Company table that pushes companies to a People Finder table. While the Company table is automatically updated via another table, people table is not automatically updating with new contacts. Is this a feature of Clay, or am I missing something?

8 comments

Channeled
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While there isn't a fully automatic sync between Company and People tables, you can set up regular updates in two ways: 1. Manual refresh: You can rerun the lookup in your people table whenever you add new company data. This pulls the enriched company data into your people table. 2. Auto-update feature: You can enable auto-update when setting up your integrations. This will automatically refresh the data every 24 hours (more frequent updates are available on enterprise plans). To set this up: ** First, ensure your tables are properly linked using the "Lookup" feature ** When configuring your integration, look for the "Auto-update" toggle * If you don't want auto-updates, you can turn this option off, but keep in mind you might encounter stale data issues
Sources: Enrich People (Waterfalls) [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University DropContact integration overview | Documentation | Clay University
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Paul J.
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Anyway I can get people table to auto update as new companies are added in the company table?
Channeled
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You can enable auto-update for your People table to automatically run all columns when new data is added: 1. Open your table settings dropdown 2. Select "Enable Auto-update" 3. Confirm your choice in the dialog that appears Additionally, when setting up the connection between your Company and People tables, make sure to: 1. Configure the "Write to Other Table" feature 2. Enable the auto-update option in the run settings 3. Set any conditional rules if needed to control when the updates should occur
Sources: Table management settings | Documentation | Clay University Write to Other Table | Documentation | Clay University
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Paul J.
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the Auto-Update is on, still the people tab is not automtically updated
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