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03 Tutorials & Inspiration

03 Tutorials & Inspiration

Consolidating Company Contacts in Clay or Google Sheets

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Hey all! I have a People list, where in some cases there's 8-10+ contacts from the same company. How can I consolidate this list so there's only 3 contacts max at each company? Is this possible in Clay, or easier in Google sheets, how would you do this?

Consolidating Company Contacts in Clay or Google Sheets | Clay

7 comments

· Sorted by Oldest

Bruno (Clay)
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Hi Alexander, thanks for reaching out. You should be able to limit the people searches by company in your find people at companies search. Here's where: https://downloads.intercomcdn.com/i/o/1174230710/039dde7c136b58d20ef2c0ca/CleanShot+2024-09-09+at+14_43_03.gif?expires=1725909300&signature=e6b84ff6afea85ce8ad420028d9e781df5cb9bbcb8af52120864a046bc9a9ba5&req=dSEgEst9nYZeWfMW1HO4zde7ZruU9rj7WAaNdV6fR6I0iu3PfWYJbekS7Aib%0A4RfL%0A I hope this was helpful. If there's anything else I can assist you with, please let me know!
AJ Cassata
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Thanks, yes but my question was about a People list^ not a Company list
AJ Cassata
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I already have an existing list of people from a different source, and I want to consolidate it so there's only 3 contacts per company in my Clay table
AJ Cassata
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Any ideas?
Daniela Debebs (Clay)
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Hey Alexander! Thanks for reaching out. Happy to help. The workaround for this is assigning a number position progressing from 1, for each contact per company in the table. Once that is done, you can filter your table and remove any contacts that are not assigned a number between 1-3 for each company. Here's a quick video explaining how to set this up: https://www.loom.com/share/a39a4569d95244b7886026f3c70812c7 This workflow is typically used to prevent duplicate records from getting enriched, but can also be applied to this. Let me know if you have any questions.
Channeled
APP
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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!
Channeled
APP
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Hi AJ Cassata! This thread was recently closed by our Support team. If you have a moment, please share your feedback: