Daniel K.

Hey Ross, thanks for reaching out. You're right—the native Create/Update Object step in Clay doesn’t currently support creating Notes directly in HubSpot. But there’s a solid workaround using Clay’s HTTP API step, which gives you full access to the HubSpot Notes API. Here’s how you can set it up: 1. Add an HTTP API action in Clay ** Use the URL: [https://api.hubapi.com/crm/v3/objects/notes](https://api.hubapi.com/crm/v3/objects/notes) ** Method: POST ** Auth: Bearer token with your HubSpot private app token 2. Set up your payload like this::**LBKS```LBKS{ "properties":: { "hs_note_body": "Your note content here" }, "associations": [ { "to": { "id": "RECORD_ID" }, "types": [ { "associationCategory": "HUBSPOT_DEFINED", "associationTypeId": ASSOCIATION_TYPE_ID } ] } ] }```Key Fields:** ** hs_note_body: Your actual note ** RECORD_ID: ID of the contact, company, or deal you’re attaching the note to ** ASSOCIATION_TYPE_ID: HubSpot's internal ID for linking notes to the right object You'll need to make sure your API token has the right scopes (e.g. crm.objects.contacts.write). Let me know if you still have questions here. I want to make sure you have what you need.

Hey there, thanks for reaching out! ☺️ You can use the "AI formula" and simply type: Return "YOUR TEXT" Let me know if this does the trick for you :)

Awesome, I think you might have what you need here, so I'll tentatively mark this closed for the moment. Please keep in touch if you hit other roadblocks!

Awesome, I think you might have what you need here, so I'll tentatively mark this closed for the moment. Please keep in touch if you hit other roadblocks!

I think you might have what you need here, so I'll tentatively mark this closed for the moment. Please keep in touch if you hit other roadblocks!

Hey there, thanks for reaching out! ☺️ Happy to provide a one-time extension to your free trial. Make sure you're currently logged into Clay and then go ahead and click this link - it'll give you another 2 weeks to play around. https://app.clay.com/extend-my-trial/

Hey Steven, Yes, you’ll generally want to keep "Update existing rows" turned OFF—especially if your goal is to discover net new stores without burning credits on data you've already processed. Here’s a quick breakdown: Turn OFF "Update existing rows" when: ** You're only interested in finding new stores that match your criteria ** You want to avoid spending credits on rows you've already imported ** You're running scheduled searches for ongoing discovery Turn ON "Update existing rows" when: ** You need to keep existing store data fresh (e.g. if store details might change) ** You’re doing regular data hygiene or syncing across sources ** You want to ensure every row always reflects the latest info How it works: ** With Update OFF, scheduled runs will only pull in new stores. Existing ones are left untouched, so you save credits. ** With Update ON, existing rows are re-processed every time—which can eat up credits quickly if not needed. For most Store Leads workflows, keeping it OFF is the way to go unless you're intentionally refreshing your dataset.

Hey Guy, thanks for reaching out. These were invalidated by Zerobounce, and we don’t revalidate the same emails. If it's invalid, it's not passed in the last column. Either way, do you mind sending the link (url) to the table so we can take a look?

Hey there, You're right—Store Leads doesn’t have a direct “installed within the last 30 days” filter. But here's a workaround that should help: You can still use the “App Installed At” filter and set a rolling date range—like filtering for installs after a specific date (e.g. 30 days ago). While that doesn’t automatically update daily, you can combine this with a scheduled search in Clay to keep it fresh. Here’s how: ** In Store Leads, set your filter to “App Installed At > [insert date 30 days ago]”. ** Save that search. * Then in Clay, use the Store Leads integration and set it to run on a schedule—daily or weekly—so it always pulls the most recent matching stores without reloading everything. This way, you’re only pulling new stores with Klaviyo installed recently and minimizing credit usage.

Let me know if you have any follow up questions! Have a great Thursday, Daniel

Hey Hunain, thanks for jumping in! Steve, does the solution work? Let us know, if not happy to dive deeper :)