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Setting Up Daily Enrichment for New HubSpot Contacts | Clay

Setting Up Daily Enrichment for New HubSpot Contacts

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I want to set up daily enrichment for new contacts in HubSpot. I’ve already created a table in Clay, but it doesn’t refresh - it remains static. I’d love to understand how to configure an active HubSpot list that automatically enriches every new contact added to it.

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To set up daily enrichment for new HubSpot contacts in Clay, follow these steps: 1. Create a dynamic list in HubSpot based on a "Last Enrichment Date" custom property. 2. In Clay, use the HubSpot integration to import this list. Set it to update daily (or more frequently with an enterprise plan). 3. Configure the Clay table to only add new contacts when their Last Enrichment Date is outside your specified range. 4. Use Clay's "Update object" action in the HubSpot integration to send enriched data back to HubSpot, updating the Last Enrichment Date. This creates a closed-loop system that keeps your CRM updated with the latest information automatically. If you need more detailed guidance, please ask for specific steps you'd like clarified.
Sources: HubSpot integration | Documentation | Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University