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

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 :))