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?
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.
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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,
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.
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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.
do I need to contact support?
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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Hey there Avishai thanks for reaching out, taking a look at this for you. Are you not seeing the Find People Search run when adding new companies into you company table? This should automatically occur when new rows are added.
hi LuisArturo correct. new companies are added into the filters companies table: https://app.clay.com/workspaces/464386/workbooks/wb_x2JdQ8wu2hKb/tables/t_oYbw3Vb4KJxc/views/gv_fgGUnMsKPeeS But it's not reflected here: https://app.clay.com/workspaces/464386/workbooks/wb_x2JdQ8wu2hKb/tables/t_Yr3zMiEeUAdC/views/gv_CqaGstrS5Cuo so new people are not added
ok, so I see why people are not added, it's a search issue. trying to understand why specific people are not returning from a specific company although the job title matches the search criteria
To give a bit more context about Find Clay does not receive data directly from LinkedIn, but rather through third party data providers that scrape LinkedIn. Results from the people search typically get impacted by the following instances:
1. Inputting semantic search parameter instead of syntactic search: A limited set of job title keywords are applied to the role being targeted. Our search algorithms are based on syntactic search which means you must put every variation of the keywords you're looking for (ie CEO and Chief Executive Officer). When this happens, some matching profiles may be missed because they were not included in the search query. Sales Nav is able to do semantic search which is also helpful. 2. Mapping the wrong inputs in the people filters. For example, not mapping LinkedIn urls from the company table to run the search. 3. Search limits applied to the people search. This reduces the number of records that can be imported from a search. 4. Private profiles: Our data providers use a multitude of ways to access people and company data. For the most part though, we don't use your cookie/login data. This means that we could miss some information here and there, especially if there are privacy restrictions in place for certain profiles. This would mean that your logged in profile has access to it, but our data providers may not. All this being said, we're continuously working on improving our search algorithm/building the best growth tool possible and are always looking for feedback! If you have specific examples of the differences between your search results, please do share and I'd be more than happy to pass your feedback along to our engineering team.
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