Automating HubSpot List Updates in Clay: How to Set It Up

·

Hi, we have a list in hubspot that auto-updates every monday, this list has been manually imported to clay once - how can we set it up so that it is automatically refreshed and updated in clay too - is this possible?

5 comments

Channeled
APP
·
·
You can set up your HubSpot list to automatically update in Clay in two ways: 1. Configure hourly updates: • CRM sources, including HubSpot lists, can be set to update automatically on an hourly basis. 2. Manual refresh: • Navigate to the Sources section • Find your HubSpot list source • Use the "Update Now" option to pull in the most recent data and refresh your table Note that while HubSpot active lists will auto-update according to their own schedule in HubSpot, you'll need to use one of the above methods to ensure your Clay table stays in sync with those updates.
Channeled
APP
·
·
Was that helpful?
Channeled
APP
·
·
Looks like you're still looking for help.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Mark L.
·
·
Hi Josephine. The HubSpot import options to import contacts/companies should refresh on a ~24hr cycle, based on the time they were last run. In the future, we may add ability to refresh on a shorter or longer schedule. Are there any specific tables/imports from HubSpot that should be updating, but aren't?
Channeled
APP
·
·
Hi Josephine V.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: