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Check for Contacts in HubSpot Lists Using Clay
is there a way to check if a contact exists inside of a specific list in hubspot in clay
is there a way to check if a contact exists inside of a specific list in hubspot in clay
To check if a contact exists in a specific HubSpot list using Clay, you can use our "Lookup object with HubSpot" action. Here's how: 1. Add the "Lookup object with HubSpot" action to your Clay table. 2. Set the object type to "Contact" and provide the contact's email or ID. 3. Include a field to check for list membership. If you need more detailed steps or encounter any issues, please let me know, and I'll be happy to provide further guidance.
give more detailed steps
To check if a contact exists in a specific HubSpot list using Clay, follow these detailed steps: 1. In your Clay table, add the "Lookup object with HubSpot" action. 2. Configure the action: • Set the object type to "Contact" • Use the contact's email or ID as the lookup value 3. In the "Properties to retrieve" field, include "list_memberships" to get information about the contact's list memberships. 4. Run the action for the contacts you want to check. 5. After the action runs, use our "write to table" feature to create a new column with the list membership data. 6. Use a formula column to check if the specific list ID is present in the list memberships data. If you need help with any specific step, please let me know.
where is the properties to retrieve field?
The "Properties to retrieve" field is typically found when configuring the HubSpot integration in Clay, specifically when importing contact data. When setting up the import, you'll have the option to customize which data fields to include. Clay allows access to over 370 properties from HubSpot, so you can select the specific information you need, such as email addresses or company names for each contact. If you're having trouble locating this field, it might be labeled differently depending on the specific action you're using. For example, in the "Pull in a List of Contacts with HubSpot" action, you should see an option to select which contact properties you want to retrieve. If you need further assistance in locating this field, please request human support by clicking on "Talk to a person".