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How to Crosscheck HubSpot Leads with Clay for CRM Verification

Avatar of Micaela V.Micaela V.
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Hi everyone, can someone show me how can I do a Hubspot Crosscheck with Clay? I need to verify if the list of leads I have are already in my CRM.

3 comments

  • Avatar of Jani V.
    Jani V.
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    • create a list in Hubspot

    • create a new table in Clay

    • connect Hubspot to said Clay table (need superadmin access for this)

    • choose the created list (if it's an active list, it'll pull in new contacts/companies being added to the list in hubspot every 24 hours)

    • go back to the original lead list you want to cross check

    • add a column: lookup single row in other table

    • this will help you find matches (you need a unique identifier for the comparison, like a website or email address)

    Hope it helps!

  • Avatar of Jani V.
    Jani V.
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    Feel free to DM me if you're stuck

  • Avatar of Micaela V.
    Micaela V.
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    Thank you Jani V. I'll give it a try and let you know!