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Automating Contact Data Processing: Challenges and Solutions

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Hey team, is it possible to automate the following steps?

  1. 1.

    I pull a list of Contact records into Table A

  2. 2.

    use Write-To to move company data from Table A (such as name, domain) into Table B to Dedup/Enrich

  3. 3.

    use LookUp in Table A to match company domains in Table B and retire new info for each contact records

I understand that I could potnetially automate it with Column level conditional runs, but my concerns is that Table start matching companies from Table B and retrieving information while the company is still undergoing Dedup/Enrich/CleanUp process inside of Table B. So it retires incomplete info Thoughts? Will I have to wait for table B to process and then manually do the LookUp in table A?

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    Channeled
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    ๐Ÿ‘‹ Hey there! Our support team has got your message - we'll be back in touch soon. If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!

  • Avatar of Bo (.
    Bo (.
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    Hey! Here's a reliable solution: For automated Contact โ†’ Company enrichment flow, we can add a conditional trigger to the lookup that only fires after the write-to operation succeeds. This ensures Table A only pulls enriched data from Table B. If you need an extra buffer for enrichment processing, we can add a 10-second delay using an echo function with HTTP API and adding the lookup conditional to this success POST https://postman-echo.com/delay/10 Headers: Content-Type: application/json Body { "operation": "delay", "duration": 10000 } Quick clarification - what's your main goal with the company data enrichment? Typically I'd rather suggest to do A -> B -> C or simply doing everything in B not going back and forth.

  • Avatar of Andi D.
    Andi D.
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    Thanks Bo! Super helpful as always! How does "add a 10-second delay using an echo function with HTTP API and adding the lookup conditional to this success" work? Sorry man im not that technical with HTTP API stuff. But i think this is what I will need since "conditional trigger to the lookup that only fires after the write-to operation succeeds" is instant and it will start pulling data from Table B that are going or haven't gone through enrichment.

  • Avatar of Andi D.
    Andi D.
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    to add on "Quick clarification - what's your main goal with the company data enrichment? Typically I'd rather suggest to do A -> B -> C or simply doing everything in B not going back and forth." Quick example, I pull a list of jobs from Clay, I will push company domain to Table B to dedup & then enrich companies, use Claygent to conduct further searches such as Extract Customers, and I will push the data back to the initial list on Table A matching by domains. The true reason is to save credits lol IM CHEAP ๐Ÿ˜ Because one company could have 10+ job posting in table one and I dont want to enrich same company 10 times

  • Avatar of Daniela D.
    Daniela D.
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    Hey Andideng! Thanks for the message. Happy to helpโœจ. Here's a quick video showing an example of the "delay" setup with HTTP API for Lookup: https://www.loom.com/share/a9e8a04e16294649bd1f34d3f8c8f285 It adds a 10-second delay to the request runtime, serving as a buffer for when the Lookup integration is triggered to run. There is a way to still run the enrichments in Table A without writing them to another table. It is a slightly complex setup but you'll be able to set enrichments to only run for the first entry of a company record and use a final Lookup column to populate enriched values for all rows. It should be helpful for future workflows. Here's a quick video showing an example: https://www.loom.com/share/a39a4569d95244b7886026f3c70812c7 Let me know if that helps.

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    Channeled
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    Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

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    Channeled
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    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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    Hi Andi D.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: