Consolidating Account and Contact Names from LinkedIn for a New Table

In the same table where I’ve got account names, some rows also list contact names. Plus, I’ve found more contacts on using the linkedin integraation. How can I pull all these contacts together into a new table, mixing the ones I already have with the LinkedIn finds?

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11 comments

Clay T.
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Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
Sary
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https://app.clay.com/workspaces/179224/tables/t_I7P8Dk0bLYaS/views/gv_N4h1tOk2RXcb
Clay T.
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hi Sary, will take a look!
Clay T.
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just to clarify - are you essentially hoping to merge a few of your tables?
Sary
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sorry for the late reply
Sary
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no I just want to create a table with all the leads that i have
Sary
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I still have a couple of steps before creating those tables but I’m struggling to understand how to do that table with all the leads
Sary
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Anjali D.
Sary
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LuisArturo I’ve also been waiting for an answer here
Clay T.
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Alright so first make a new blank table and give it a name to distinguish it. Next on your current table, in the "Find Contacts at Company" enrichment you can click on one of the cells and an menu will pop up. When you hover over the people option in this menu, another pop called "Take action on this list" will appear select it and then choose the middle option that shows up. From here you will choose your new table to write to and then you select the columns that contain the other contact information that you want and then run the integration. Here is a video that actually shows all the steps to do this. https://www.loom.com/share/bec6c4fd00a84e788ad4b6fedec5d57f
Sary
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EXACTLY what I needed, thanks!