Importing HubSpot Leads Based on Custom Criteria for Clay Integration

·

Hey team, I'd like to import leads from Hubspot based on a certain criteria. I just want to know this is possible. For example: leads are not reachable by phone, SDR tag the lead as not reacheable. Could it be sent to a Clay table on the next refresh?

4 comments

Channeled
APP
·
·
Yes, you can import leads from HubSpot to Clay based on specific criteria. Here's how: 1. First, create a list in HubSpot that contains the leads matching your criteria (e.g., leads tagged as not reachable by phone). 2. Then, to import these leads into Clay: • Navigate to the Source panel (either create a new table or use Actions > Import in an existing table) • Select your HubSpot account • Choose "Contact" as the Object Type • Select your specific list from HubSpot • Choose which contact properties you want to import (from over 370 available fields)The data will populate your Clay table with the contacts from your specified HubSpot list. You can also enable auto-update to keep your table synchronized with any changes in HubSpot. Sources: Import from CRM [CRM Enrichment] - Clay University Hubspot integration overview | Documentation | Clay University
Channeled
APP
·
·
Is that what you were looking for?
Channeled
APP
·
·
Great! I'm glad I could help. I'm here if you have any more questions.
Channeled
APP
·
·
Hi Augustin R.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: