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Troubleshooting New Contacts Not Appearing in HubSpot | Clay

Troubleshooting New Contacts Not Appearing in HubSpot

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We’re creating new contacts in a clay table, but aren’t able to see them in hubspot - why? how do we fix this?

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If new contacts created in your Clay table aren't appearing in HubSpot, it's likely due to the integration workflow setup. To ensure contacts sync correctly, follow these steps: 1. Check for Existing Contacts: Before adding new contacts, use the “Lookup Contact” action in Clay with HubSpot to see if the contact already exists (typically using the email address as the unique identifier). This prevents duplicates and ensures only net new contacts are added , . 2. Conditional Creation: Set up a conditional run for the “Create or Update Contact” action in HubSpot. Configure it to only run if no matching contact is found from the lookup step. This ensures only new contacts are pushed to HubSpot , , . 3. Test the Workflow: Run a small batch (e.g., 10 rows) to confirm that only net new contacts are being added and appearing in HubSpot , . 4. Integration Setup: Make sure your HubSpot account is properly connected in Clay under the Integrations section. If not, authenticate your account and select the correct HubSpot instance . By following these steps, you can resolve most issues with contacts not syncing from Clay to HubSpot. If you need further help, you can request human assistance in this chat .
Sources: Lookup Contact with HubSpot HubSpot integration | Documentation | Clay University Push Data To Your CRM [Clay 101] - Clay University Create or Update Contact with HubSpot Push Data To Your CRM [Clay 101] - Clay University