Clay Icon

Pro Plan: Syncing Clay Emails with HubSpot Sequences?

·
·

quick question here: does the pro plan enable to sync emails generated into Clay within hubspot sequences?

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    The Pro plan doesn't directly sync emails generated in Clay into HubSpot sequences. However, it does enable our native HubSpot integration, which allows you to push data from Clay to HubSpot. Clay doesn't replace your email sequencer. Instead, we integrate with various tools to push finalized outreach from Clay to your sequencer and live campaigns. For email sequencing, you can use Clay's integrations with tools like Smartlead, Instantly, Salesloft, Outreach, and others. You can then use these tools to set up and manage your email sequences, including those in HubSpot. If you need more specific information about working with HubSpot sequences, you may want to request human assistance for detailed guidance.

  • Avatar of Harris K.
    Harris K.
    ·
    ·

    To do this, you'd want to perhaps write those to a contact-level property and then reference that property in a sequence. If you have HubSpot Sales Hub Enterprise you can also trigger auto enrollment of those sequences.

  • Avatar of Harris K.
    Harris K.
    ·
    ·

    (I don't work for Clay lol)

  • Avatar of Nicolas G.
    Nicolas G.
    ·
    ·

    thanks Harris K., Yes I thought about the custom property in Hubspot to sync this but I don't want to end up in a situation where I have 1000's of custom properties to populate emails templates in Hubspot as it will become confusing for my team and from a data management perspective. I appreciate the insight though!

  • Avatar of Harris K.
    Harris K.
    ·
    ·

    Yeah I'd just do a single property for the entire email

  • Avatar of George D.
    George D.
    ·
    ·

    Hey Nicolas - I agree with Harris here that the single property for the email may be your best bet, but let me know if you have any other questions!

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·