Organizing HubSpot Data: Best Practices for Clay Enrichment Tables
Hi! I’m pretty new to Clay - I’ve spent the last month playing around with enriching companies, finding what works best for my exact use case. The tables I’ve created are pretty messy - tons of different enrichments in 1 table. I’m now trying to make this into a more scalable process, so trying to figure out the best day to organize tables within a workbook. Some context: for this workbook (for right now at least) the source I’m starting with is imported companies from HubSpot - and the goal is to update existing companies in HubSpot with each piece of enriched data. All of the enrichments I’m running are dependent on having the company domain (about half of the companies already have domains, and the other half I need to find them as step 1). I think I’m going to start with the 'source table' of companies imported from HubSpot and add all of the relevant HubSpot properties [that I will need to reference for enrichments later] as columns so I can easily write to other table as needed. Then create a separate table for each enrichment (lets call these 'enrichment tables'), where I will write to table a 'key' (HubSpot company ID), domain, and other relevant properties needed for that specific enrichment. If my goal is to update a HubSpot property with each of these enriched data points from each enrichment table, do you recommend adding the enrichment column "Create or Update HubSpot Company" individually on each of the 'enrichment tables', OR writing to table all the final (enriched, clean) results to a separate table ('final table' that has ONLY the final result columns for the different enrichments) and updating the HubSpot update all properties at once? I'm not exactly sure how often I am going to want this data to be refreshed in Clay - it's possible that I will want some enrichments to refresh more often than others - if that changes anything.