Comparing Rows Across Tables for Contact Verification in CRM

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Hi, is it possible to compare rows from other tables with the current rows I’m working on? In particular, I want to see if I’ve already contacted these people in a specific region, so I don’t contact them again.

3 comments

Channeled
APP
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Yes, you can use our Lookup integration to check if you've already contacted people in a specific region. The "Lookup Single Row in Other Table" feature lets you verify if a specific record exists in another table, while "Lookup Multiple Rows in Other Table" allows you to check multiple records at once. To implement this: 1. Add a Lookup column 2. Select the table containing your previously contacted people 3. Choose the column to match on (email, name, etc.) 4. Set the filter operator 5. Use the current row's value for comparison
Sources: Lookup Rows | Documentation | Clay University Lookup Single Row in Other Table with Clay Lookup Multiple Rows in Other Table with Clay
Emilia S.
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I tried this but it didn’t bring me right values. What exactly should I put under current row’s value?
Channeled
APP
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For the "Row Value" field in the Lookup integration, you should enter the value from your current table that you want to match against in the other table. For example, if you're checking whether you've contacted people in a specific region: 1. Select the table containing previously contacted people 2. Choose the column to match on (like "Email" or "Region") 3. Set the filter operator (equals, contains, etc.) 4. For "Row Value, " use the corresponding value from your current row (like the person's email or region value) This will check if that specific value exists in your other table.
Source: Lookup Rows | Documentation | Clay University