Integrating HubSpot and Clay: Domain Verification in Excel Tables | Clay

Integrating HubSpot and Clay: Domain Verification in Excel Tables

Hey folks, I have a workbook where i've imported my companies from a specific ICP in HubSpot and then a second table which is a clay company table of all companies in the same ICP. Am I able to have a column in the Clay table which confirms if that company domain exists in the HubSpot table? I dont necessarily want to exclude the known companies from my clay table as having it all in one is preferable

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Channeled
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You can use the "Lookup Company with HubSpot" action in Clay to check if a company domain exists in your HubSpot table without excluding known companies. Here's how: 1. Open the Enrichment Panel and navigate to the HubSpot integration section. 2. Select the "Lookup Company with HubSpot" action. 3. Use the company domain as the lookup field. 4. Run the action on your Clay company table. This will add a new column to your Clay table, indicating whether each company domain exists in HubSpot. The result will be a boolean (true/false) or additional company information if found, allowing you to keep all companies in one table while identifying which ones are in HubSpot. If you need further assistance, please request human support by clicking on "Talk to a person" in this chat.
Sources: Lookup Company with HubSpot Push Data To Your CRM [Clay 101] - Clay University
Channeled
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Muhammad S.
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You can use lookup single row in other table enrichment and lookup by company domain in Hubspot table
Channeled
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Thank you so much for sharing your feedback Danny L.!
Channeled
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Thank you so much for sharing your feedback Danny L.!
Danny L.
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Thanks for this. So I now pull in whether that company exists in HubSpot. What I am then doing is adding a column which returns the number of contacts on that company record. However, when there are multiple companies returned. Is there a way to prioritise which company record it extracts data from into the clay table?
Channeled
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To prioritize which company record is used when multiple are returned, you can use the "Lookup Multiple Rows in Other Table" feature in Clay. Here's how: 1. Set up a lookup using the company domain as the matching data point. 2. In the lookup settings, you can specify criteria to prioritize records, such as: • Most recent record • Record with the highest number of contacts • First matching record You can then use a formula to extract the desired information (like number of contacts) from the prioritized record. If you need more specific guidance, please share your table structure and exact prioritization criteria. For further assistance, you can request human support by clicking "Talk to a person" in this chat.
Smit V.
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Hey Danny! I noticed you reopened this ticket. Is there anything we can do for you?
Danny L.
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Hey, sorry yes, I did create the above recommendation but it didnt behave as expected. I'll share the table link, thanks so much