Tomi | Clay

Commented on Issues with HubSpot Lifecycle Stage Updates for Co...·Posted inClay Support

Tomi

Hey there, We managed to resolve the issue. Thank you for getting back to me, I appreciate the support Bo!

Posted in Clay Support·

Tomi

Creating Notes in HubSpot from Clay: Need Help?

Hi there, I am curious if there is a way to create notes in hubspot tied to companies from Clay. Anyone?

1Comment

Posted in Clay Support·

Tomi

Issues with HubSpot Lifecycle Stage Updates for Contacts

Hi Everyone, We have run into a little problem. We setup hubspot update columns which would update the Lifecycle stage of contacts based on some criteria. With two lifecycle stages (Longfunnel and Qualified out) the updates run without problems but when it comes to Marketing Qualified Lead lifecycle stage it does not update the contact's lifecycle stage. For example contact is Sales Qualified Lead in HS but needs to be updated to Marketing Qualified lead stage. The system says that the update run but in HS the contact is still on Sales Qualified Lead stage. Any ideas?

3Comments

Posted in Clay Support·

Tomi

Troubleshooting RocketReach Errors in Clay Managed Account

Hey there, I am also using Clay managed rocket reach account and it brings back errors in every row. 1-2 weeks ago it worked like charm but now I get the following error message: Error running integration: Error ERROR MESSAGE

RocketReach enrichment failed

What could be the cause?

2Comments

Posted in Clay Support·

Tomi

Clarifying Questions About Clay, HS Integration, and Tagging Features

Hello there, I hope everyone had a great weekend! I have a couple of questions and if someone could shed some light on them that would be much appreciated 🙂

1.
We have been always gathering form submission in Clay either via webhook or importing lists from HS. We would enrich these contacts, update them in HS, and then push a message to one of our slack channels. We noticed in one table that aside from the new entries individually every of our past submissions also get pushed to slack. Any idea? For example we had slack messages coming during the weekend at the same time. Could it be that by enabling auto update on the HS update column whenever the contact gets enriched and updated in HS the list that Clay pulls in would also get updated and then the whole batch would get pushed because of the updates? Creating one loop?! Assuming that we got the whole batch message in slack around the same time I have a feeling that it is tied to the daily update that happens on our HS import column.
2.
Is there a way create a column where we can have multiple "tag like" values? Like the select type of column but with the addition that multiple select can happen. Example: contact would be a part of 2 different type of campaigns and we would like to add these "tags" in one cell
3.
Connecting to point 2. Is there a possibility to have a select type of column where the selectable fields would get updated by the values of a specific column? Example: Column A is a text column that is written manually. For our sales reps we want to build a select column where they can easily select values but we would like to automate this so that the team does not have to add the options manually

2Comments

Commented on Issue with HubSpot Contact Import Syncing in Clay·Posted inClay Support

Tomi

1.
The default sync is 24 hrs yes but it is possible to do a manual sync at the same menu as there is a button "update now" (attached). I would. expect that this would resolve the issue but unfortunately it does not.
2.
This method just pulls in the list again duplicating everything.
3.
The update object I assume would just update the hubspot property in hubspot.

Posted in Clay Support·

Tomi

Issue with HubSpot Contact Import Syncing in Clay

Hi Everyone, I’ve come across an issue with our HubSpot contact imports. When some lifecycle stages (e.g., Lead to Sales Qualified Lead) were updated in HS, the values didn’t sync properly in Clay, despite manually updating the import. I also pulled the same contact list into a separate table from HubSpot, and then it reflected the correct values. Has anyone experienced something similar or have suggestions on what could be going wrong?

4Comments

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