Joel Duran

Commented on Help Needed: Syncing HubSpot Data to Clay Table fo...·Posted in02 Support

I'd love to see that custom integration if available!

Help Needed: Syncing HubSpot Data to Clay Table for Live Updates

Hey team, could use some help with the hubspot "Import Objects fromm Hubspot" I have an active company list in hubspot that is live, and I have a clay table that has a scheduled pull from that specific list daily. The objects i'm pulling for are reflecting in my hubspot list but they're not reflecting in my clay table pull. Any tips for this? My goal is to have a live list of accounts that when they're added into hubspot, the will push into that live list, then pushed into my clay table for auto enrichment for specific custom fields and updated in one of those layers

6Comments

Commented on Automating Monthly CRM Data Sync with Clay Tables·Posted in02 Support

Joel Duran

sweet, thanks for the info! Yea we'd be validating them ourselves, just seeing if we could have a master clay table to pull all of it for us using the scheduler Jacob Tuwiner (Clay to HubSpot Integration as a Service)

Commented on Automating Monthly CRM Data Sync with Clay Tables·Posted in02 Support

Joel Duran

Jacob Tuwiner (Clay to HubSpot Integration as a Service) thanks for getting on this! Curious if you know if there's a workflow to pull valid phone numbers? We're thinking of trying to build an automated flow where we can pull out the contact data that has a valid phone number maybe once a month, to gather data over time on which leads were valid based on calls from the SDR team. Hope i explained it well haha. Currently using the Hubspot, apollo, orum stack and clay of course

Commented on Automating Monthly CRM Data Sync with Clay Tables·Posted in02 Support

Joel Duran

can we connect the activity object/activity log? Like pulling specific contacts and call dispositions?

Commented on Automating Monthly CRM Data Sync with Clay Tables·Posted in02 Support

Joel Duran

can it work with net new data? For example, if i upload contacts into my crm, can they automatically be updated into the clay table or would I need to import a new list?

Posted in 02 Support·

Joel Duran

Automating Monthly CRM Data Sync with Clay Tables

Hey team, quick question! Is there a way to have clay pull data from my crm on a schedules basis? Specifically master contact data, that would update automatically monthly on that clay table?

11Comments

Posted in 02 Support·

Joel Duran

Issue with Greyed-Out Options in Find Company Search

Hello! Why can't i click a table or workbook when doing a find company search and trying to exclude from another table/workbook? The option is greyed out for me

3Comments

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