Hey Anthony,
I’m sorry to hear you’re feeling that way. Are you asking because you’re interested but it’s currently out of your budget, or would you like to share some feedback with the team?
If so, what would you prefer instead and why?
Let me know how I can assist! 😊
yea it's $800/month unless you figure out how to build your own HTTP API version on the $349 plan.
also with the native HS x Clay integration - is there an easy way to see who's a current client? to avoid hitting them when outbound prospecting? Bo (.
Yes, there is! You can use the HubSpot Lookup feature to easily see who’s a current client and avoid targeting them during outbound prospecting. Here’s the link to learn more: https://docs.clay.com/en/articles/9672498-lookup-contact-with-hubspot.
What’s your workspace URL? I can add this feature for you to try it out for two weeks if you’d like! 😊
Bo (. - is there a way to tell if the person is being worked in an active Deal ? or if their company has someone being worked on a Deal? or if they're a current client? (we would want to avoid cold prospecting to these people)
Hi Anthony, once you lookup a company in Clay you can see all the properties associated with the account. If "Deal stage" or "Deal owner" is one of these properties you can pull this out and use this property to write conditional formulas that avoid cold prospecting to people with active deals
Here's a tutorial on conditional formulas: https://www.clay.com/university/lesson/ai-formulas-conditional-runs-clay-101
Let me know if you need further assistance!
Hey Anthony! Anthony R. I'm not saying it will nail your use case exactly but Outbound Sync have done a lot of work syncing Clay enrichment to HS and now also Smartlead. Will save you a ton of mapping properties and sync work...
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