Challenges in Mapping Data for Outbound Messaging to New Leads

I am beating my head against a wall on this idea I have. Here are the steps. I have indicated where I am and have gotten working with checks.

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Bring in closed won deals with zip code, close date, account name and city from original closed deal ✅
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Use AI agent to get dental practices within 25 miles of that zip and extract the URL and find the company social profile. ✅
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Find dentist and office managers at that company ✅
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Use AI to write an outbound message letting those new leads know we are working with "ABC" dental practice in their "ZIP CODE" or "CITY" ❌

The problem I am running into is mapping back the original zip code, account name and city to the new contacts. Not sure how to "organize" that.

6 comments

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To map the original zip code, account name, and city from closed won deals to new contacts, you can use our "write to table" feature. Here's how: 1. Create a new table for your new contacts. 2. Use the "Write to Other Table" function to map data from your closed won deals table to the new contacts table. 3. Select the columns containing zip code, account name, and city from your closed won deals. 4. Map these selected properties to corresponding columns in your new contacts table. This way, each new contact will be associated with the original deal data, allowing you to reference it when writing outbound messages.
Sources: Write to Other Table | Documentation | Clay University Generate new leads from the deals you just closed | Clay
Summiya B.
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Use lookup single row in other coloumn feature
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To map the original zip code, account name, and city to new contacts using the "write to table" feature, follow these steps: 1. Select the table containing your new contacts as the destination table. 2. Choose the column in your original table that contains the data you want to map (zip code, account name, and city). 3. Map these properties to the corresponding columns in your new contacts table. 4. (Optional) Configure auto-update to automatically enrich new rows as they're added. This process will create individual rows in your new contacts table for each item in your original list, allowing you to associate the original data with your new contacts.
Sources: Write to Other Table | Documentation | Clay University Write to Other Table | Documentation | Clay University
Channeled
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Thank you so much for sharing your feedback Dan W.!
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Thank you so much for sharing your feedback Dan W.!