How can I add a note to the deal in Hubspot via Clay? I’m on the pro plan
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.
as object type I only see Contact, Deal, Lead and Company. No “note” is available as object type
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.
Talk to a person - guys your AI is providing two opposite answers here. Please help
Sławom you can do it through http api
:)
But if I’m paying extra few $$$ hundred bucks for CRM integration, I’d like it to be built in
underdelivery on the integration by clay 😞
Natywne integracje są spoko, ale zwykle api są lepsze
Zerknij sobie na leadmagic
Co masz dostępne natywnie
uzwam lead magic do szukania maili
A co masz po api
natywnie
daj pls zdanie komentarza co znajde jak sie wczytam?
dzieki!
Hey Bo! I’m doing this now and running into tons of issues
chat gpt says its Clay’s fault
Can you please look into this?
I’m trying to create a note for a given deal and clay seems to be messing up the request
Can you please respond today?
Hey there sorry for the delay here, taking a look at this, it looks like this call needs to be set to "POST" instead of "PUT"
Nope
Response says it has to be PUT
Hey
Thanks but I still feel like you misunderstand what I want to achieve
I want to create and push a note from clay to a hubspot deal numbered 246448532723
as a test
I am able to create a note, but because of bug in clay (according to chat GPT) it is not possible so I have to do this via two steps:
Create new note via hubspot api
Associate note with deal via hubspot api
I can create note via API - like you’ve shown in the loom
i want now to associate this note with deal id 246448532723
or I can do this in one step: create note in a deal, but with this one I was struggling as well
please record me a loom how to achieve that. thank you
Hey, following up in this one
Hello! Thanks for being patient, working on this now!