Home
Events
Groups
Members

Clay Announcements
Clay Support
Discuss Anything
Feedback & Requests
Gtm Career Advice
Introduce Yourself
Member Spotlight
Share Content and Events
Share Full-time Jobs
Share Part Time Jobs
Share Tables, Tools, and Workflows

Community Guidelines

Powered by Tightknit

Question on Workspace-Based Rules for HubSpot Object Updates | Clay

Question on Workspace-Based Rules for HubSpot Object Updates

·

·

Hello, I have a question about "Updating HubSpot objects" Is it possible to set up "workspace based rules" instead of having to create the template for each table? Thanks in advance

1 comment

· Sorted by Oldest

Channeled
APP
·
·
Currently, we don't have a feature for setting up workspace-based rules for updating HubSpot objects. Our HubSpot integration is designed to work on a per-table basis. To update HubSpot objects, you'll need to set up the integration for each table where you want to perform updates. This involves using the "Update object" action, which requires you to specify the object type and HubSpot Object ID for each update. While this may require more setup initially, it allows for precise control over which data is updated and how it's mapped between Clay and HubSpot for each specific use case. Is there a specific workflow or use case you're trying to optimize with workspace-based rules? Understanding your needs better could help us suggest alternative approaches or workarounds within our current system.
Sources: Lookup object with HubSpot | Clay.com HubSpot integration | Documentation | Clay University