Home
Events
Groups
Members

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
04 FT Job Opps
Gtm Career Advice
Member Spotlight

Community Guidelines

Powered by Tightknit

Automatic HubSpot Lead Fetching for Clay Integration and Enrichments | Clay

Automatic HubSpot Lead Fetching for Clay Integration and Enrichments

·

·

Hey Clay team, I have a Hubspot list that captures sign-ups on my website, I'd like to drip feed these leads into a Clay sheet to run some enrichments before sending them to a Smartlead sequence. I wanted to know if Clay's Hubspot integration can automatically fetch new leads from the Hubspot list when they're added?

5 comments

· Sorted by Oldest

Channeled
APP
·
·
Yes, Clay's Hubspot integration can automatically fetch new data when configured with auto-update settings. By default, new rows within your Clay table will automatically trigger the Hubspot integration action. This means that as new leads are added to your Hubspot list, they can be automatically processed in Clay.You can also set up specific conditions for when this automation should run by using formulas that trigger the action only when certain criteria are met. Source: Hubspot integration overview | Documentation | Clay University
1
Vish Chopra
·
·
Is this the same with Salesforce?
Channeled
APP
·
·
Yes, you can automatically fetch new Salesforce data into Clay, but it requires some additional setup. For real-time data syncing, you'll need to configure webhooks and implement Apex code in your Salesforce instance.Our Salesforce integration allows you to: ** Import records or reports as a source ** Look up existing records ** Create new records ** Update recordsOnce configured, Clay can update your data daily, or more frequently with enterprise plans, ensuring your data stays current. Sources: Salesforce integration overview | Documentation | Clay University Salesforce Integration Guide Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
Channeled
APP
·
·
Hi Vish Chopra! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
Thank you so much for sharing your feedback Vish Chopra!