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Prerequisites

πŸ‘ Clay Table Configuration

Step 1: Create Your Base Table

Import Your Prospect List

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Required columns:

Person LinkedIn Profile (LinkedIn URLs)

Company Name (current company)

First Name

Last Name

Title/Role

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Optionally: Use SalesRobot to export your prospect list as a CSV file.

You can pull from LinkedIn and Sales Navigator search URLs (Guide in the next page).

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Add Job Change Detection Columns

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Step 2: Google Sheets Integration

Column: "Lookup, Add, or Update Row"

  1. Add "Google Sheets" enrichment

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  1. Configure your target spreadsheet
  2. Set up the lookup/update logic:

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Column: "Data Added"