Delete Clay table if company doesn't exist in HubSpot

Willy H. · 2023-12-20 23:25:04.334855+00

Can I insert a condition such as if company does not exist in HubSpot, then delete in Clay table?

Delete Clay table if company doesn't exist in HubSpot | Clay

Willy H.
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https://app.clay.com/workspaces/154860/tables/t_JTv5EZygoKAF/views/gv_B9u0m4zlgQRU
Clay Team
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Great question! We don't currently have the option to delete values based on conditions like this but may be part of an update down the road. For now, you can still have a separate view in your table where you filter and surface them, so then you can go into once a week or so and delete them
Willy H.
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do I lose my enrichments I've already ran?
Clay Team
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If you delete the record, yep, the enrichment gets lost. If you don't want to enrich those that don't exist in your CRM, you can still use their Lookup feature to determine if you have them or not, then that can be part of subsequent conditional formulas that only run if they do exist.
Willy H.
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No I mean for the records I want to keep
Clay Team
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Oh, no, if you're filtering and deleting those that you don't want, all the rest should remain in the table.
Willy H.
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If I delete a company in Hubspot, I'd want that to reflect in the Clay table, and if I create another view with the current HS companies
Willy H.
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I don't want to re-enrich
Willy H.
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that would eat up my credits
Willy H.
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does that make sense?
Clay Team
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Yep, then hubspots lookup integration is how you can prevent that since there's no option to auto-delete from Clay yet.
Clay Team
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But the issue is that if you do delete it from HS then nothing will come back, so I also understand that. Do you have a DNC list instead?
Clay Team
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Maybe that could be a workaround, adding those separately to another Clay DNC table... Here's an example of how to setup a lookup for DNC - https://www.loom.com/share/80d613c10d5248f6bfc662cc95c8023d Based on matches, you can set up conditional formulas so existing records don't get enriched or contacted.
Willy H.
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damn it I lost them all
Willy H.
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any rollback features?

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