Since you're on the Pro plan, you can add notes to HubSpot deals using Clay's native HubSpot integration. Use the "Update object" enrichment:
1. In your table, click "Add enrichment" and search for "HubSpot"
2. Select "Update object"
3. Choose "Note" as the object type
4. Include the HubSpot Deal ID and your note content in the "hs_note_body" property
5. You can also specify associations to connect the note to the deal
The note will then appear in your HubSpot deal timeline.
Clay's HubSpot integration doesn't offer "Note" as a direct object type selection. To add notes to HubSpot deals, you'll need to use the HubSpot API endpoint (https://api.hubapi.com/crm/v3/objects/notes) through Clay's HTTP API enrichment instead of the native integration. In your request, include properties like hs_note_body and specify the association to connect the note to your deal.
Np. szukanie po stanowiskach osób, natywnie w Clay masz jakieś 4 możliwości użycia leadmagic. To jest spoko, ale jak chcesz coś więcej to zwykle w http api musisz wejść.
Hey — you’re right, it’s not currently possible to add a note to a HubSpot deal directly through the Clay integration.
I’ve shared this with our product team as feedback. Really appreciate you flagging it — it’s exactly the kind of input that helps us improve.
Hey! Thanks for waiting patiently while I figured this out. Created a loom for you outlining my thought process and recommended solution.
Do let me know if I have misunderstood or if there is anything else that I can help you with! :)
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