Hi everyone, If I have hubspot CRM for SaaS Company, how can i compare the clay list with my clients and contacts in Hubspot?
I dont want the same information or pay for prospects that i even have in my data base from hubspot.
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Hi there! Great question. To compare your Clay list with your HubSpot contacts and avoid duplicates, you can use our HubSpot enrichment feature to check if contacts already exist in your CRM before enriching them in Clay. This helps you prevent paying for data on prospects you already have in your database.
Important note: CRM enrichments, including HubSpot integrations, require at least a Pro plan. Once you're on Pro or higher, you can set up the HubSpot enrichment to cross-reference your lists and filter out existing contacts automatically.
If you need help setting this up or want to learn more about upgrading to Pro, feel free to let us know or check out our documentation at https://www.clay.com/university! 🙂