How to Link Investor Names in Your Company CEO Table

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I have a list of companies and their associated investors. I created another table to find CEOs of these companies. how do I pull in the Investor name from the source table to the find people table

2 comments

Clay
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Use the Lookup Single Row in Other Table action to pull investor names from your source table into your Find People table. Steps: 1. In your Find People table, add a new column 2. Select "Lookup Single Row in Other Table" action 3. Configure inputs: • Table to Search: Your source table with companies and investors • Target Column: The investor name column in your source table • Filter Operator: Choose appropriate operator (equals, contains, etc.) • Row Value: Reference the company name/identifier column from your Find People table This will match companies between tables and pull the corresponding investor data into your Find People table.
Sources: Lookup Rows | Documentation | Clay University Lookup Rows | Documentation | Clay University Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University
Hunain F.
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Go to your .Find People. table where you’re finding CEOs In the table settings, click Add Column Lookup from Another Table Choose your source table with Companies & Investors Set the match condition Match Company Name in Find People To Company Name in the source table Select Investor as the column to pull in Done! Now each row in your CEO table will show the corresponding Investor