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Hubspot and Clay Integration: Record Removal Support Query
Hi there, In the context of a sync Hubspot List <> Clay table. Does the integration support the removal of records in Clay when the record is removed from the Hubspot list ?
Hi there, In the context of a sync Hubspot List <> Clay table. Does the integration support the removal of records in Clay when the record is removed from the Hubspot list ?
Based on the available information, our Hubspot integration doesn't directly support automatic removal of records in Clay when they're removed from a Hubspot list. Our integration primarily focuses on importing data into Clay and performing actions like creating, updating, and looking up objects in Hubspot. However, you can use a combination of our Lookup Object and Update Object actions to maintain synchronization between your Hubspot list and Clay table. Here's a potential approach: 1. Use the Lookup Object action to periodically check for records in Hubspot. 2. Compare the results with your Clay table. 3. Update your Clay table accordingly, removing records that no longer exist in Hubspot. Would you like more information on how to set up these actions or explore alternative synchronization methods?
Yes, down for a concrete example.
Taking a list of companies
Companies appears in the list if Owner is x
Every time a company is added to the list, a Clay workflow should be triggered
A company disappearing and the coming back should trigger the workflows several times
To set up a Clay workflow that syncs with a HubSpot list of companies based on owner changes, you can use a combination of our HubSpot integration actions. Here's a high-level approach: 1. Use the "Import objects with HubSpot" action to pull in your list of companies. 2. Set up a "Lookup object with HubSpot" action to periodically check for changes in the company list. 3. Use Clay's workflow automation to compare the results with your existing Clay table and trigger actions when changes are detected. 4. For companies that appear or reappear in the list, use the "Create or Update Company with HubSpot" action to sync the data. 5. Set up conditional formulas to trigger these actions when specific criteria are met (e.g., owner changes). This setup will allow you to maintain synchronization and trigger workflows multiple times as companies are added, removed, or reappear in the HubSpot list. For detailed implementation, you may need to consult our documentation or request further assistance.