Hey Clay S. we are considering upgrading our account and leveraging the Hubspot integration. Is there any documentation on exactly what data gets access to? Is there a way to limit the data Clay sees?
Our HubSpot integration allows you to import, create, update, and manage HubSpot objects directly in Clay. When importing data, you can access over 370 properties from HubSpot, but you can selectively choose which data fields to import. You can customize your import by: 1. Selecting specific object types (contacts, companies, deals) 2. Choosing to include/exclude read-only properties 3. Excluding empty properties to reduce clutter 4. Pulling from specific lists instead of all objects These options effectively limit what data Clay accesses from your HubSpot account.
Sources: Import from CRM [CRM Enrichment] - Clay University Pull in a List of Contacts with HubSpot Import from CRM [Clay 101] - Clay University HubSpot integration | Documentation | Clay University Pull in a list of deals from HubSpot CRM with HubSpot HubSpot integration | Documentation | Clay University Pull in a List of Companies with HubSpot
Partially -- for example, if we only wanted to expose certain fields on the contact object, would that be possible?
Yes, you can limit which contact fields Clay accesses from HubSpot. When importing contacts, you have several options to control data exposure: 1. You can selectively extract only specific fields after import (like email or company name) 2. Use the "Exclude empty properties" option to reduce clutter 3. Choose whether to include read-only properties This way, you can tailor exactly which contact fields appear in your Clay table, effectively limiting what data is exposed from your HubSpot account.
Hey! Yes, you can find all the details here: ** HubSpot Integration Overview ** CRM Enrichment Course These cover what data Clay accesses and how it’s used. You can also control which data is shared by adjusting your integration permissions in HubSpot. Let me know if you have more questions!