I am running the Hubspot Enrichment, but the Date doesn't populate the last enrichment date after the data gets pushed into Hubspot. Can I get a review please. https://app.clay.com/workspaces/330457/tables/t_TZEGrdRRqVJF/views/gv_F5Bqu8a9uSvm
The Last Enrichment Date is a custom contact property that needs to be created in your CRM first. Here's how the process works: 1. You'll need to create a custom property called "Last Enrichment Date" in your CRM. 2. Once set up, this date field will automatically update when Clay refreshes your contact information, serving as a timestamp for when the data was last enriched. 3. This date field is crucial for tracking when records were last updated and helps manage automated refresh cycles for your data.If you're not seeing the date populate, please ensure you've created this custom property in your Hubspot CRM first, as it's not automatically created during the integration setup. Sources: Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Intro to CRM Data Enrichment [CRM Enrichment] - Clay University
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Description: When pushing a list into Clay, the enrichment date field is not being populated even though the information is being enriched. This is causing an issue where enriched data less than 30 days old is not being excluded from the list, potentially creating an infinite cycle of enrichment. Steps to Reproduce:
Pull data from HubSpot into Clay.
Run enrichment process on the data.
Check if the enrichment date field is being populated with the date of enrichment.
Verify if the enriched data less than 30 days old is excluded from the list as expected.
Acceptance Criteria:
The enrichment date field should be populated with the date of enrichment for each record.
Enriched data less than 30 days old should not be included in the list pushed into Clay to prevent re-enrichment.
The system should maintain the cut-off to avoid a cycle of leads being continuously enriched and pushed back into HubSpot.
Link to Loom https://loom.com/share/4bb705c42ab6493aaf8636181f2c758d?src=composer
The "Last Enriched by Clay" date is a custom contact property that needs to be created in your CRM first. This field is essential for tracking when records were last updated.Here's how to ensure it works properly: 1. Create a custom contact property called "Last Enrichment Date" in your CRM 2. Set up a dynamic list based on this Last Enrichment Date field 3. Configure the list to capture contacts whose information hasn't been refreshed within your desired timeframe (e.g., 30 days)Once properly set up, Clay will: ** Update this date automatically when enriching records ** Use it to determine which records need refreshing * Only process records that fall outside your specified refresh window Sources: Intro to CRM Data Enrichment [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
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Hey Kami. Found a workaround that should get what you need for this date. Check out this loom video: Loom Instead of relying on a formula column that doesn't have access to the internet (thus has a hard time pulling a date and time) I would suggest trying this free API. World Time API - I've set this up in your table and it provides a date as soon as the HTTP API column has ran, so you can adjust the timing of when this column runs to pull the date / time you'd like. Hope this helps! Please let me know if you have any other questions, concerns, or need assistance setting this workflow up! :)
oh cool! I will give it a try thnx!
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