Automating Daily HubSpot Contacts Update in Clay: Is It Possible?

Question that I am struggle to find the answer to. I have a list of Companies from Hubspot that I want to find contacts for. I have the workbook inside of clay all set up to pull the company in, find contacts and I can do the initial push to hubspot. Where my questions is: The list inside of Hubspot auto updates daily. Will that information auto update the company list in Clay and then auto update the find contacts and then push them to hubspot? Basically can I automate this whole cycle to rinse and repeat daily (if not more frequently)?

6 comments

· Sorted by Oldest

Clay
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Yes, you can automate this entire cycle! HubSpot sources in Clay can be set to update on an hourly basis, which means your company list will automatically refresh with new data from HubSpot. With our Scheduling feature, your CRM data stays automatically up to date - contact and account data refreshes automatically at your chosen frequency. Clay will only process new companies when they appear in your HubSpot list, then find contacts for those companies and push the enriched data back to HubSpot. This creates a closed-loop system that continuously updates your CRM without manual intervention. You can set this to run daily or even more frequently depending on your needs.
Sources: Build a sustainable growth engine with Scheduling - The GTM with Clay Blog Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
Hasnain R.
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Yes, you can automate the full loop. Sync HubSpot auto enrich contacts in Clay auto push back to HubSpot daily.
Clay
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Perfect! You've got it exactly right. With our Scheduling feature, HubSpot sources can update hourly, creating a fully automated loop. Your CRM data stays automatically up to date - contact and account data refreshes automatically at your chosen frequency. This closed-loop system ensures your CRM is continually updated with the latest information without manual intervention. The automation runs: HubSpot → Clay enrichment → push back to HubSpot, repeating daily or more frequently as needed.
Sources: Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Build a sustainable growth engine with Scheduling - The GTM with Clay Blog
Gabe E.
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Hi Kate, Are you all sorted with the responses here? Please let me know if you're still having issues and how else I can help here! Gabe
Kate F.
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I will dig into these and report back if I need further assistance
Kate F.
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thank you all!!

Clay
APP
·
·
Yes, you can automate this entire cycle! HubSpot sources in Clay can be set to update on an hourly basis, which means your company list will automatically refresh with new data from HubSpot. With our Scheduling feature, your CRM data stays automatically up to date - contact and account data refreshes automatically at your chosen frequency. Clay will only process new companies when they appear in your HubSpot list, then find contacts for those companies and push the enriched data back to HubSpot. This creates a closed-loop system that continuously updates your CRM without manual intervention. You can set this to run daily or even more frequently depending on your needs.
Sources: Build a sustainable growth engine with Scheduling - The GTM with Clay Blog Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
Hasnain R.
·
·
Yes, you can automate the full loop. Sync HubSpot auto enrich contacts in Clay auto push back to HubSpot daily.
Clay
APP
·
·
Perfect! You've got it exactly right. With our Scheduling feature, HubSpot sources can update hourly, creating a fully automated loop. Your CRM data stays automatically up to date - contact and account data refreshes automatically at your chosen frequency. This closed-loop system ensures your CRM is continually updated with the latest information without manual intervention. The automation runs: HubSpot → Clay enrichment → push back to HubSpot, repeating daily or more frequently as needed.
Sources: Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Build a sustainable growth engine with Scheduling - The GTM with Clay Blog
Gabe E.
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Hi Kate, Are you all sorted with the responses here? Please let me know if you're still having issues and how else I can help here! Gabe
Kate F.
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I will dig into these and report back if I need further assistance
Kate F.
·
·
thank you all!!