How to Use Company Profile Data for Mail Merges with Separate People Table

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Hi clay team, I'm trying to marry up or use data from the company profile for building mail merges that will go along with the people I'm finding. Basically, I want to be able to reference the columns I build in the Company list I've built with the separate table where I find people. What's the easiest way for me to do this?

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5 comments

Dominick C.
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People table - https://app.clay.com/workspaces/206908/tables/t_uIuzkAl3UJwN/views/gv_Iv0ecLVEQr1b Company table - https://app.clay.com/workspaces/206908/tables/t_piIgUNw83ZEn/views/gv_jfTiV5UswJSL
Clay Team
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Hey Dominick, thanks for reaching out!
Dominick C.
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I figured this out
Dominick C.
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thanks!
Clay Team
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Cool! Yup, was just checking the table. That column works like a lookup so it should pull those values for you... It's not live-sync so any changes in your company table, you'll have to re-run it in your people table to get those new values (doesn't charge credits though :))