Transitioning from Salesforce to HubSpot: Impact on Dynamic Enrichments in Clay

·

My company is changing our CRM from Salesforce to Hubspot. What will happen to everything to all the Dynamic enrichments I have set up in Clay? Do I set up everything again?

2 comments

Channeled
APP
·
·
Since Clay acts as an enrichment layer that maintains a two-way sync with your CRM, your enrichments will continue to work when you switch from Salesforce to Hubspot.You'll need to set up the Hubspot integration and configure: 1. A custom "Last Enrichment Date" property in Hubspot 2. Dynamic lists based on your enrichment criteria 3. The sync settings to ensure data flows correctly between Clay and HubspotOnce configured, your enrichments will auto-sync to Hubspot just as they did with Salesforce, allowing your team to continue operating within the CRM as usual. Sources: Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University FAQ | Clay.com How do teams use Clay for CRM enrichment? - FAQ | Clay.com
Channeled
APP
·
·
Hi Disha B.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: