I have two tables, “Enrich RETL Intent Leads to SF” and “Test Table”. I want to lookup Email field from the former one to later one and get the “Value” column into the former one. I know there is a lookup row from other table action. But I wonder
If it can extract field from the other table
Why in the first screenshot there is no table options in the dropdown. I cannot even select one..
💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!
Hi Jinghang, thanks for reaching out! Do you mind sending the link to the tables so we can take a look? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1729098000&signature=33131eef7f2c3501356ef69dc21ee8cc77846e4ec10d11656d8796a2a068fe21&req=dSEgF85%2FmohWX%2FMW1HO4zYTywCL8D58W2BKsam%2FhVPsXVw%3D%3D%0A
You are correct that you can use the Lookup Row Actionwith the email field to find matches. Here's a tutorial on how the Lookup Action works. 1. Once you conduct the lookup, you will be able to pull in all of the fields from the table you are looking up. For your goals, you should create this Lookup in the "Enrich RETL Intent Leads to SF Table" and the Table to Search should be the "Test Table." Make sure to use the Contains operator instead of Equals when you are looking up via email. 2. Could you try selecting "Refresh fields" and seeing if the table shows up? Happy to take a closer look if this doesn't work https://downloads.intercomcdn.com/i/o/w28k1kwz/1218323964/12fdb1a5d090c9acfbb61b345a60/CleanShot+2024-10-16+at+12_34_04%402x.png?expires=1729098000&signature=dc089ea604d3bec3ff5a988a3c6cd521bdf13b4f38d27dffdc9a946a8cde1f5d&req=dSImHsp8nohZXfMW1HO4zYMt%2Bb%2Fs5XAV6kIjQDQbvgQ%2FF7D%2Bt8gfduwXtTxT%0AbO7Z%0A
Clicking “Refreshing fields” button does not work. (I rename the “Test Table” to “Lookup Table” FYI) https://app.clay.com/workspaces/290057/tables/t_oXPiD7YGEhMu/views/gv_SsRzXYD3Rekm https://app.clay.com/workspaces/290057/tables/t_tT4m7dN36c2D/views/gv_dDFncbMCxmXi
Hi Jinghang, the reason your Lookup Action wasn't working is because it was using the incorrect Clay API key! Since the table is under Gabe's account, I created a Clay key with Gabe's API key. Please select gabe-clay-key in your setup menu and you should see the table appear! https://downloads.intercomcdn.com/i/o/w28k1kwz/1219746998/cda87b62650a5219c8280c46296f/CleanShot+2024-10-17+at+13_22_28.gif?expires=1729188000&signature=dd0b43f04cfb3b78cd7cb57f60bf8af6ff2ee958cc73a095533f3d9fa2c04321&req=dSImH856m4hWUfMW1HO4zVjY96dFnrRuPu5rWmxSHSssIUXDUof90sJrQVCg%0AgzTo%0A Let me know if this makes sense to you and if you have any other questions!
Thanks. Working now.
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
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