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How to Compare and Exclude Do-Not-Contact Records using List A and List B in Sales Navigator

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Hi Team I need help with the following: I have List A: Contains Do-Not-Contact data I have List B: Contains a Sales Navigator export via chrome extension The goal: I want to be able to compare the 2 lists and exclude the do-no-contact records from List B. Is there a way to do this within the app? Thanks

  • Avatar of Niko N.
    Niko N.
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    Geia sou Milto, you can use the “Lookup Record” fuction that will find the DNC accounts in your sales navigator list. btw. i am not from clay, just a power user as you 🙂

  • Avatar of Clay Team
    Clay Team
    APP
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    Hi Miltos, thanks for getting in touch! You can use the lookup integration for this:  Here's a video and our docs page for Lookup Record!

  • Avatar of Miltos S.
    Miltos S.
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    Thank you very much - this is a good start

  • Avatar of Miltos S.
    Miltos S.
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    Another quick question - can I use two row parameters to be checked in the lookup table - if yes, what logic operator can can I use in between e.g. check /this && /this

  • Avatar of Clay Team
    Clay Team
    APP
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    yes, you can use formulas inside the lookup or create extra formula columns, try to tell the AI the formula and it will create the formula for you