Formula for Counting Contacts in People Search by Company Level

Robert Maceda · 2024-10-24 09:54:23.915417+00

Anyone here know what's the formula for counting the number of people found from People Search based on the Company List? I can't seem to create one even using the AI function. If you have any idea how to dynamically change the limit of the people search, I'd highly appreciate it. I'm planning to find people based on management level: Top, Middle, and Lower Level in separate sheets. Limit 1 people per company. Expected Output: `1x Contact (Top), 1x Contact (Middle), 1x Contact (Lower Level) = 3 Total Contacts` If no contact found: `0x Contact (Top), 2x Contact (Middle), 1x Contract (Lower Level) = 3 Total Contacts`

Formula for Counting Contacts in People Search by Company Level | Clay

12 comments

· Sorted by Oldest

Muhammad
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You can use lookup multiple rows enrichment and lookup by domain in the same table and it will tell you how many people are there in your table per domain.
Muhammad
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Robert Maceda
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Amazing Muhammad, thank you so much. Didn't knew it was under enrichment, I thought creating a formula was needed for this.
Robert Maceda
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Do you happen to know if there's a dynamic option for setting up limits for each company?
Muhammad
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You have to use find contacts at company enrichment in that case and it will cost you credits for each row and the result should be saved in the same table. Search for find contacts at company enrichment
Mark (Clay)
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Robert, looks like Muhammad has you on the right path here. You could use a "Find Contacts at Company" enrichment for each of your Top/Middle/Lower searches. And you could use e.g. formula columns to generate a number for max results for middle/lower searches, depending on the result of the previous top/middle searches.
Robert Maceda
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generate a number for max results for middle/lower searches
Hi Mark (Clay), would you be able to guide me on how to do this exactly? I know how to setup the limit of Find Contacts at Company column-wide, but unsure how to do it per row. I don't see an option to do change the limit per row.
Mark (Clay)
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Here's an example column setup to better illustrate what I had in mind. https://downloads.intercomcdn.com/i/o/w28k1kwz/1228148121/71d6c50ca8d1b4246bdd03381e97/find-contacts.png?expires=1729805400&signature=6d8cb7a4f4d166dbdbdef9c5aa46c0ea50040cdae4403a833733f49c88b01f96&req=dSIlHsh6lYBdWPMW1HO4zYvsrTjnUw9T7HGcDOt9F61QwHz5L3I5PAKtm1Qd%0AEmMN%0A Given a domain, follow it with a "Find Contacts at Company" column looking for your Top people. Limit that column to 3 results. (It may find more, but the results array will contain only 3). Follow that with a formula column that counts the # of Top results, and sets a limit for the following "Find Contacts..." column for the Mid group. If you got 2 Tops, then the limit is 1 Mid. "Find Contacts at Company" for the Mid group, using the limit you just set, then calculate the limit for Low, and so on. You could then merge your "Find Contacts..." columns into your max of 3 people for that company.
Robert Maceda
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Amazing Mark (Clay), got the output I was expecting. Thank you so much!
Channeled
APP
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Hi Robert Maceda! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
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Thank you so much for sharing your feedback Robert Maceda!
Mark (Clay)
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You're welcome! Happy to help. :)

Muhammad
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You can use lookup multiple rows enrichment and lookup by domain in the same table and it will tell you how many people are there in your table per domain.
Muhammad
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·
Robert Maceda
·
·
Amazing Muhammad, thank you so much. Didn't knew it was under enrichment, I thought creating a formula was needed for this.
Robert Maceda
·
·
Do you happen to know if there's a dynamic option for setting up limits for each company?
Muhammad
·
·
You have to use find contacts at company enrichment in that case and it will cost you credits for each row and the result should be saved in the same table. Search for find contacts at company enrichment
Mark (Clay)
·
·
Robert, looks like Muhammad has you on the right path here. You could use a "Find Contacts at Company" enrichment for each of your Top/Middle/Lower searches. And you could use e.g. formula columns to generate a number for max results for middle/lower searches, depending on the result of the previous top/middle searches.
Robert Maceda
·
·
generate a number for max results for middle/lower searches
Hi Mark (Clay), would you be able to guide me on how to do this exactly? I know how to setup the limit of Find Contacts at Company column-wide, but unsure how to do it per row. I don't see an option to do change the limit per row.
Mark (Clay)
·
·
Here's an example column setup to better illustrate what I had in mind. https://downloads.intercomcdn.com/i/o/w28k1kwz/1228148121/71d6c50ca8d1b4246bdd03381e97/find-contacts.png?expires=1729805400&signature=6d8cb7a4f4d166dbdbdef9c5aa46c0ea50040cdae4403a833733f49c88b01f96&req=dSIlHsh6lYBdWPMW1HO4zYvsrTjnUw9T7HGcDOt9F61QwHz5L3I5PAKtm1Qd%0AEmMN%0A Given a domain, follow it with a "Find Contacts at Company" column looking for your Top people. Limit that column to 3 results. (It may find more, but the results array will contain only 3). Follow that with a formula column that counts the # of Top results, and sets a limit for the following "Find Contacts..." column for the Mid group. If you got 2 Tops, then the limit is 1 Mid. "Find Contacts at Company" for the Mid group, using the limit you just set, then calculate the limit for Low, and so on. You could then merge your "Find Contacts..." columns into your max of 3 people for that company.
Robert Maceda
·
·
Amazing Mark (Clay), got the output I was expecting. Thank you so much!
Channeled
APP
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·
Hi Robert Maceda! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
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·
Thank you so much for sharing your feedback Robert Maceda!
Mark (Clay)
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You're welcome! Happy to help. :)