Connecting Two Tables in a Workspace for Enhanced Data Search and Enrichment

Avishai Steiner · 2025-02-18 15:27:53.388088+00

Hi, I'm trying to understand how can I connect 2 tables under the same workspace. In Table1 I search and enrich companies to find the relevant ones. In Table 2 I would like to search for multiple contacts/people from companies I flagged in table1 (I cannot use table1 for that because I want to find more than 1 contact per company). Any ideas how can I achieve this?

Connecting Two Tables in a Workspace for Enhanced Data Search and Enrichment | Clay

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Here's how you can connect your tables and find multiple contacts for your flagged companies: 1. First, search and enrich companies in Table 1 as you're currently doing. 2. To find multiple contacts from your companies: • Go to "Actions" in your companies table • Select "Find people at these companies" • Make sure your companies have either domain or LinkedIn URLs • Select your companies table under "Companies" • Choose the appropriate column (LinkedIn URL or domain) • Set your search parameters for the type of contacts you want • Click "Preview People" and then "Save to new table" (This will be your Table 2) The best part is that your companies and people tables will be automatically linked in the same workbook. You'll notice a Clay logo in the second column of your people table (Table 2) showing the corresponding company for each contact. When you add new company data to Table 1, you can simply rerun the lookup in your people table to pull in the updated company information, ensuring your contact data stays synchronized with company contexts.
Sources: Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University Enrich People (Waterfalls) [Clay 101] - Clay University
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Hi Avishai Steiner! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
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Avishai Steiner
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I think I need something else. We dynamically add companies to our table and I would like that every time a new company is added the people find and enrich will run and add new contacts to the relevant table. Currently the action is only running once and not updated. Thanks,
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To automatically find contacts when new companies are added to your table, you can set up a workflow using the "Lookup Multiple Rows in other Table" feature. Here's how: 1. In your companies table: • Make sure your companies have either domain or LinkedIn URLs populated • Set up the necessary company enrichment columns 2. In your contacts/people table: • Use the "Lookup Multiple Rows in other Table" feature • Select your companies table as the source • Choose the appropriate matching data point (company domains) The system will automatically update its results when new companies are added to the search criteria. Whenever you add new company data to your company table, you can rerun the lookup in your people table to pull in the enriched company data, ensuring you have current contact information.
Source: Enrich People (Waterfalls) [CRM Enrichment] - Clay University
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Hi Avishai Steiner! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Avishai Steiner
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I tried that as well and it's not working...new rows (companies) added into the table don't trigger the search of new contacts/persons and also the videos you shared with me are not relevant.
Avishai Steiner
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do I need to contact support?
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Yes, you should request human support since the automatic workflow you're trying to set up isn't working as expected. While Clay does support workflows to automatically find people at specific companies, if you're experiencing issues with the automation not triggering when new companies are added, this would be best addressed by our support team. It's worth noting that there are some limitations with contact search updates - for example, if you're using search limits per company, adding new companies won't automatically trigger new contact searches once those limits are reached. Please click the "Talk to a Human" button in this conversation to connect with our support team who can help troubleshoot your specific workflow setup.
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Looks like you're still looking for help.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Avishai Steiner
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https://app.clay.com/workspaces/464386/workbooks/wb_x2JdQ8wu2hKb/tables/t_Yr3zMiEeUAdC/views/gv_CqaGstrS5Cuo

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