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Best Method to Find and Export New Company & Contact Data in Clay

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Also we would like to know what is the best method to find out and export NEW company and NEW contacts from lists already imported into Clay

  • Avatar of Clay Team
    Clay Team
    APP
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    Hi Claire, depends if you want to integrate this with a CRM of email sending platfom, as there are integrations for this. For general purpose you can export as a csv file

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  • Avatar of Clay Team
    Clay Team
    APP
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    you can cross-check new companies between tables using the look up function: Here's a video and our docs page for Lookup Record

  • Avatar of Claire F.
    Claire F.
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    Hi Arturo and thank you, I probably should have explained better. So I dont want to import new companies or contacts into Clay that I have already used credits for.

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey Claire, happy to jump in here! To clarify, you wanted to run a new query and exclude existing companies, something like that? It's not released yet but the team is working on the option to exclude tables/lists from these searches to avoid a cross-match process like what Juan mentioned above.

  • Avatar of Clay Team
    Clay Team
    APP
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    For now though, that would be the way, to generate a list either in the existing table or new one, make sure it's turned off so they don't auto-enrich... run the lookup to check if they already exist and filter those out.