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Filtering for Last Activity on HubSpot Contacts: A Quick Guide
I've just integrated our CRM (Hubspot) — what is the easiest way to filter for last activity on contacts?
The easiest way to track last activity on contacts is by using a custom contact property called "Last Enrichment Date" in your CRM. Here's how to implement this: 1. Create a dynamic list in your CRM based on the Last Enrichment Date 2. Configure the list to include contacts whose information hasn't been refreshed within your desired timeframe (e.g., 30 days)This approach allows you to: ** Strategically track which contacts need data refreshes ** Ensure data accuracy where it matters most * Automatically monitor contact activity based on your specified timeframe Source: Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
Is that what you were looking for?
Aaron F.··Ah great yes that helps. Followup question — How often are the records updated in Clay?
By default, Clay syncs CRM imports every 24 hours, automatically enriching and exporting updated fields.For more frequent updates, you have two options: ** You can manually trigger immediate updates using the "Update now" option in the source menu ** On enterprise plans, you can set CRM sources to update on an hourly basisYou can customize the refresh frequency based on your specific needs - whether that's quarterly, biannually, or any other custom timeframe you prefer. Sources: FAQ: What are the default sync settings for CRM integrations? Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
Is that what you were looking for?
Great! I'm glad I could help. I'm here if you have any more questions.