Hi Clay Team!

Hi Clay Team! I’m wondering if someone might be available for a quick call? We’ve been running into issues with a high volume of duplicate accounts being pulled, even after applying filters both automatically and manually. It’s becoming a concern, and we’re not confident we’re getting the most value out of Clay in its current setup. Is there a way to preload filters and have them run on a monthly basis directly into HubSpot? Would love to chat through options if possible.

4 comments

Rachel V.
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I’m wondering if someone might be available for a quick call? We’ve been running into issues with a high volume of duplicate accounts being pulled, even after applying filters both automatically and manually. It’s becoming a concern, and we’re not confident we’re getting the most value out of Clay in its current setup. Is there a way to preload filters and have them run on a monthly basis directly into HubSpot? Would love to chat through options if possible
Channeled
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Yes, you can set up automated workflows in Clay that run on a schedule and sync with HubSpot. Our Scheduling feature lets you automatically refresh data sources and run enrichments on a daily, weekly, or monthly basis without manual intervention. For HubSpot integration specifically, you can: 1. Set up scheduled sources to keep your CRM data current 2. Configure automatic updates between Clay and HubSpot 3. Set filters that apply before data is pushed to HubSpot For more immediate updates, you can manually select "Update now" in each source menu, or set CRM sources including HubSpot to update hourly. Regarding your duplicate accounts issue, I'd recommend requesting to speak with a human agent who can discuss your specific setup challenges and help optimize your Clay-HubSpot integration.
Sources: Build a sustainable growth engine with Scheduling - The GTM with Clay Blog HubSpot integration | Documentation | Clay University
Rachel V.
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Can I set up a call with a human agent please
Munnawar H.
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Hi Rachel, Thank you for reaching out to the support team! To better assist you, could you please share the Clay table you're referencing, along with a bit more detail on your ideal outcome for the HubSpot setup? Specifically, it would be helpful to understand: ** What you're hoping the final data flow into HubSpot looks like ** What kind of filters you're currently using (and where they’re falling short) * Any other details you think might help us troubleshoot. Once I have that context, I’ll be happy to take a closer look and explore the best setup with you. Looking forward to your reply!

Hi Clay Team! | Clay