Hubspot

Learn more!

Add a Hubspot action to quickly connect to your CRM and automatically lookup or sync records.

For both companies and contacts there are two different actions - "Lookup" and "Create or Update". Check out the options below to see which is right for you!

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1️⃣ Lookup

If you want to:

• Lookup whether a contact/company exists or not

• Lookup the information in your CRM for a contact/company

Expand this to see the set up!

Lookup Company

For Lookup Company, you need to map either a company Domain or Hubspot Company ID column. Once running this action - you'll receive all data in your CRM for the company (if the match was found).

Lookup Person

For Lookup Contact, you need to map a contact details column - this can be an email, first and last name, phone number, or company domain. Once running this action - you'll receive all data in your CRM for the company (if the match was found).

This action is particularly helpful if you want to conditionally exclude records you already have in your CRM from further enrichment.

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2️⃣ Create or Update

If you want to:

• Create a new contact/company

• Update an existing contact/company with new information you've found in Clay

Expand this to see the set up!

Create or Update Company

For Create or Update Company, you need to map either a company Domain or Hubspot Company ID column. After mapping the initial input, you'll see all of the properties you have in your hubspot instance below. You can map entire columns to the different hubspot properties.

For example, if you wanted to create/update companies in Hubspot and include their domains -> scroll to the domain property, and map the domain column in your Clay table.

Create or Update Contact

For Create or Update Company, you need to map the contact's email address (you can find this with Clay!). You can then add any additional data points that you want.

This action is particularly helpful if you want to take the leads you've found in Clay and instantly create corresponding records in Hubspot. Please note - if the company/person is found we will automatically update the records. Otherwise a new record will be created.

⭐️ Cost: Free:)