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Improving HubSpot Contact Management for Parent-Child Accounts

Avatar of Monica D.Monica D.
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Hi everyone 👋! Looking to get some ideas around how we can enrich our HubSpot with the right contacts. Problem is we have a parent - child account set-up in Hubspot - where companies share a single domain - and we’ve run into trouble in correctly allocating Clay identified contacts to the right company ID. We have some partially automated solutions, but there’s still a lot of manual work to do. Does anybody have playbook around that? 🙏

2 comments

  • Avatar of Siya V.
    Siya V.
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    I don’t have a playbook but set up some automations with HubSpot for a few clients. Can you record a quick loom for me to have a clear visibility on the blocker? I’ll try my best to help.

  • Avatar of Elias S.
    Elias S.
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    Hey Monica! Haven't worked on a problem exactly like this but very used to figuring out solutions around similar problems around CRM enrichment and cleaning. Happy to bounce ideas if you'd like to send a DM!