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how to connect Clay to Hubspot
how to connect Clay to Hubspot
To connect Clay to Hubspot, follow these steps: 1. Navigate to Settings: ā¢ Click your profile picture in the top navigation bar ā¢ Select "Settings" ā¢ Go to the "Connections" section 2. Add Hubspot Connection: ā¢ Click "Add connection" ā¢ Search for "Hubspot" ā¢ Authenticate your Hubspot account 3. Create Account Key: ā¢ Name your Hubspot "Key" ā¢ Optionally set it as the default account using the toggleImportant Note: The native Hubspot integration is only available on Pro usage plans. If you're on an Explorer Plan, you'll need to use Hubspot's REST API with Clay's HTTP API and Webhook table features instead.Your Hubspot account needs read and write permissions for: ** Contacts ** Companies ** Deals ** Any custom objects you want to enrich Source: Hubspot integration overview | Documentation | Clay University
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Andi D.Ā·Ā·Once I connect Clay to Hubspot, is there a way to limit Clay's access to view only?
No, Clay requires both read and write permissions for Hubspot objects (Contacts, Companies, Deals, and any custom objects you want to enrich) when connecting the integration. Unlike Salesforce, where you can create permission sets to limit access, the Hubspot integration doesn't have a view-only option.If you need to work with data in a read-only capacity, you can use the "Read-Only Properties" option when importing data from Hubspot into Clay tables. This option is specifically for cases where you lack certain permissions but still want to include those properties in the response. Sources: Hubspot integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
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- Andi D.Ā·Ā·
can I set up web hook API to pull data from Hubspot instead of auth integration?
Yes, you can use webhooks and HTTP API to integrate with HubSpot instead of the native authentication integration. This is particularly useful if you're on an Explorer Plan, as the native HubSpot integration is only available for Pro plans.To set this up: 1. Create a webhook table in Clay: ā¢ Add webhooks as a new source ā¢ Copy the generated webhook URL ā¢ Optionally add authentication token for security 2. Configure your integration: ā¢ Use HubSpot's REST API documentation to identify the endpoints you need ā¢ Set up the appropriate triggers in HubSpot ā¢ Use Clay's HTTP API and Webhook features to: ā¢ Stream data into Clay tables ā¢ Push data to HubSpot ā¢ Call specific HubSpot endpointsFor best results, make sure to: ** Validate your payload structure ** Monitor webhook activity ** Implement error handling ** Set appropriate timeouts Sources: Webhook source guide | Documentation | Clay University What is Webhooks? | Clay
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