How to Crosscheck HubSpot Leads with Clay for CRM Verification

Micaela V. · 2024-11-29T15:11:53.124464+00:00

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.

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)