Retrieve Company's First Deal Properties in HubSpot Using Clay | Clay

Retrieve Company's First Deal Properties in HubSpot Using Clay

I'm working with HubSpot and attempting to retrieve properties of a Company's first Deal. Is there a method for doing this with Clay?

7 comments

Channeled
APP
·
·
To retrieve properties of a Company's first Deal in HubSpot using Clay, you can use the "Retrieve associated object with HubSpot" action. Here's how: 1. Add the "Retrieve associated object with HubSpot" action to your Clay table. 2. Configure it as follows: • From Object Type: Company • To Object Type: Deal • From Object ID: Enter your Company's HubSpot ID This will retrieve the associated Deal information for that Company, including the first Deal if it exists. You can then access the Deal properties in your Clay table. If you need further assistance, please ask to talk to a person in this chat.
Sources: Hubspot integration overview | Documentation | Clay University Retrieve associated object with HubSpot | Clay.com Pull in a list of deals from HubSpot CRM with HubSpot
Josh F.
·
·
What if the company has 15,000+ Deals? It looks like the max is 20 associated records? It only needs to retrieve and return the properties for one (the first) Deal.
Channeled
APP
·
·
To retrieve properties for only the first Deal of a Company in HubSpot using Clay, even with 15,000+ Deals, you can use the "Retrieve associated object with HubSpot" action with some specific configurations: 1. Add the "Retrieve associated object with HubSpot" action to your Clay table. 2. Set it up as follows: • From Object Type: Company • To Object Type: Deal • From Object ID: Enter your Company's HubSpot ID • Limit: 1 (This ensures you only get the first Deal) This configuration will return only the first Deal associated with the Company, regardless of the total number of Deals. The action will automatically handle the API limitations and return the properties for that single Deal. If you need further assistance, please ask to talk to a person in this chat.
Sources: Retrieve associated object with HubSpot | Clay.com Pull in a list of deals from HubSpot CRM with HubSpot
Josh F.
·
·
Yeah, that doesn't work. Even if I put a limit of 1, it returns 'Found 500 associations' (but there are 14782). Here is the table: https://app.clay.com/workspaces/356860/workbooks/wb_PEN9fXH2E4SE/tables/t_avTonERYNDPk/views/gv_A9iTPtGRJR3U
LuisArturo
·
·
Hey there Josh thanks for reaching out, sorry for the delay here, question is there a unique ID or data point that can be used to make the connection for the deals inside of the table? We can lookup Hubspot Deals however we would need a data point to be able to reference in order to find a match. If you look inside of the HubSpot Lookup Objects menu and then set it to deals you can see all the possible data points that can be used for this.
(46 kB)
Josh F.
·
·
Thanks LuisArturo, yeah, I was hoping to identify it directly via Clay as the 'nth' (first) Deal. I ended up using a custom code workflow on the HubSpot side to identify the first deal then set some properties, so now I have exactly what you're referring to 👍
Channeled
APP
·
·