Updating HubSpot Contacts with LinkedIn Data for Improved Accuracy

Bosko · 2024-10-22 14:18:27.65638+00

Hi all, I’m currently going through the Clay tutorials and watching the university, and I’ve been learning a lot, especially from your ideas shared here! I’ve run into a bit of a challenge and could use your input. Here’s the scenario: 1. We have 300k contacts in HubSpot that need updating/cleaning. 2. The best and most up-to-date data for our contacts is on LinkedIn. 3. In our HubSpot, we already have: ◦ LinkedIn URL ◦ Job title ◦ Company ◦ Email What I need to do is check if our leads: 1. -> Moved to a new company, or 2. -> Have the same company but a new job title. I need to update this info in Clay and then push it back to HubSpot. How would you approach this? Thanks for your help! :raised_hands:

Updating HubSpot Contacts with LinkedIn Data for Improved Accuracy | Clay

7 comments

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Channeled
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Muhammad S.
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I would import all the domains into clay I would call HS API to pull all the contacts and then distribute all the contacts to multiple tables using roundrobin OR random number generator techniquE to respect max of 50K contacts per table Then enrich profile with a tool Check if the person still working at the same company or not If they no longer work at the same company have a HS field which indicates that and update the contacts in HS I recently did for approx 1.5Million contacts in clay
Muhammad S.
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All end to end automated.
Bo (.
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Hey, thanks for reaching out! Muhammad already gave a great answer (thank you, Muhammad!), but yes, here’s the step-by-step breakdown: 1. Import your contacts from HubSpot: Here’s how you can pull in your list of contacts—Import from HubSpot Guide. 2. Enrich the contacts: Use the Enrich People from Profile feature to update their current job title or company and see if it matches what’s in your CRM: Enrich People Guide. 3. Cross-reference job titles: You can create a formula column to compare the “current job title” with the “CRM job title.” Follow this guide to create a formula column: Using AI Formulas. Your prompt might look like: “Is /job title the same as /crm job title?” (use / to link both values). 4. Repeat for company name: Set up another formula column to check if they have moved companies. 5. Create views: Set up different views to track changes, such as: • New promotions • Company changes • Both title and company changes Here’s how you can create views: Setting up Views, and Using Filters to organize the data. Bonus Tip: If you want to organize leads that meet specific criteria into a new table, use the Write to Table feature. Keep in mind the table limits of 72 columns and 30 enrichments: Write to Table Guide. Let me know if you need further assistance with this! 👍
Bosko
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Hey muhamad and Bo tnx for the reply! I watched the videos and the Using AI formulas got me thinking. Its all in the 1st minute of that video. Yash says in the first minute that he enriches people with some data he selects. But I dont see any credits used? Its from 40-60secs in the video. Is this correct? That means that I can import my hubspot data, then get new rows/data from linkedin using AI formula and then match the hubspot data with the AI data like job title vs job title and company vs company? thank you guys!
Daniel K.
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Hi Bosko, Daniel here! I discussed this with you today and closing it. Setup a call with Cindy tomorrow :) Happy to go over that with her again :)
Channeled
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.

Channeled
APP
·
·
👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Muhammad S.
·
·
I would import all the domains into clay I would call HS API to pull all the contacts and then distribute all the contacts to multiple tables using roundrobin OR random number generator techniquE to respect max of 50K contacts per table Then enrich profile with a tool Check if the person still working at the same company or not If they no longer work at the same company have a HS field which indicates that and update the contacts in HS I recently did for approx 1.5Million contacts in clay
Muhammad S.
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All end to end automated.
Bo (.
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Hey, thanks for reaching out! Muhammad already gave a great answer (thank you, Muhammad!), but yes, here’s the step-by-step breakdown: 1. Import your contacts from HubSpot: Here’s how you can pull in your list of contacts—Import from HubSpot Guide. 2. Enrich the contacts: Use the Enrich People from Profile feature to update their current job title or company and see if it matches what’s in your CRM: Enrich People Guide. 3. Cross-reference job titles: You can create a formula column to compare the “current job title” with the “CRM job title.” Follow this guide to create a formula column: Using AI Formulas. Your prompt might look like: “Is /job title the same as /crm job title?” (use / to link both values). 4. Repeat for company name: Set up another formula column to check if they have moved companies. 5. Create views: Set up different views to track changes, such as: • New promotions • Company changes • Both title and company changes Here’s how you can create views: Setting up Views, and Using Filters to organize the data. Bonus Tip: If you want to organize leads that meet specific criteria into a new table, use the Write to Table feature. Keep in mind the table limits of 72 columns and 30 enrichments: Write to Table Guide. Let me know if you need further assistance with this! 👍
Bosko
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Hey muhamad and Bo tnx for the reply! I watched the videos and the Using AI formulas got me thinking. Its all in the 1st minute of that video. Yash says in the first minute that he enriches people with some data he selects. But I dont see any credits used? Its from 40-60secs in the video. Is this correct? That means that I can import my hubspot data, then get new rows/data from linkedin using AI formula and then match the hubspot data with the AI data like job title vs job title and company vs company? thank you guys!
Daniel K.
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Hi Bosko, Daniel here! I discussed this with you today and closing it. Setup a call with Cindy tomorrow :) Happy to go over that with her again :)
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.