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Sync Search Results & Lists to Clay

How to fetch search results or list entries and add them automatically to your Clay tables via Polytomic

Harmonic Team avatar
Written by Harmonic Team
Updated this week

Requirements

Setup

  1. Create your Company/People Search or List within the Harmonic console. Set it to be Shared so that it can be retrieved via the API.


  2. Create a new table in Clay and set the source to be a Webhook.


  3. Copy the provided Webhook URL.


  4. Open Polytomic Connections, add a new Webhook connection, and paste the Webhook provided by Clay. Name this connection after the table so that it is easy to recall where these results will go. Also, add a new connection for Harmonic if you have not done so already. Your API Key can be found within the API Docs.


  5. Open Polytomic Models and create a new model for the Harmonic search or list which will be the data source. Select the field which will be the unique identifier within Clay. We would recommend using Domain for companies or LinkedIn URL for people.


  6. Open Polytomic Syncs and create a new sync with a destination of the Clay Webhook. Set the field mapping to be the Website Domain from the Harmonic model that you just created. Choose whatever sync schedule you would prefer.


  7. IMPORTANT: Scroll down to Advanced Settings and set the Batch Size Per Request to be 1. This is what enables each output to go to its own row within Clay. If this number is higher, then every row in the table will have multiple entities and deduping will become more challenging as well (deduping is addressed farther down in this article).


  8. Save this sync and run a test which will push 5 results to Clay.


  9. Return to your Clay table and you should see 5 new rows appear shortly thereafter. Click on the first webhook cell.


  10. Open the data fields and navigate to the identity field. Ex: Objects > Records > 0 > Fields > Website Domain. Add this field as a new column.


  11. IMPORTANT: Click on the table name and then open Table Settings. Enable "Auto-dedupe rows" and dedupe via the identity column. If you do not do this, every search result will be added as a duplicate row during each sync. Also, it is typically advised to choose "Keep Oldest Rows" to preserve any other downstream column data, but this is up to you.


  12. Add additional columns to your table such as Enrich Company via Harmonic to fetch full details on the entity.


  13. Return to your Polytomic Sync and click the Enable Sync toggle to set it to run automatically on your selected cadence. Click "Sync Now" below if you want to push results immediately and populate your table.

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