Hi team, Quick question - is there an option to send an API request from HubSpot or Salesforce to Clay to enrich data for a specific lead ?
Yes, you can enrich lead data from HubSpot or Salesforce using Clay's webhook functionality. You can set up a workflow where: 1. Your CRM sends lead data to a Clay webhook 2. Clay processes and enriches the data 3. The enriched data is pushed back to your CRM using Clay's HTTP API feature This creates an on-demand enrichment process similar to Regency Supply's implementation, where sales reps could click "Enrich now" in HubSpot to trigger the enrichment workflow.
Hey there, thanks for your message. Both Hubspot and Salesforce have the capability to push webhook payloads. Salesforce has this capability through SFDC callouts, Hubspot allows you to push webhooks with hubspot workflows. Either of these solutions allow you to configure specific triggers, and detail fields which you want to send to Clay for select objects. As for the configuration to receive this information in Clay, you should be able to receive the payloads through the webhook table source. This video shows you how to create a webhook table within Clay. I hope this was helpful. If there's anything else I can assist you with, please let me know!