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How to Crosscheck HubSpot Leads with Clay for CRM Verification | Clay

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How to Crosscheck HubSpot Leads with Clay for CRM Verification

·Nov 29, 2024 03:11 PM·

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

· Sorted by Oldest

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!
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Jani V.
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Feel free to DM me if you're stuck
Micaela V.
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Thank you Jani V. I'll give it a try and let you know!