Enriching HubSpot Contacts: Validating Mobile Number Updates

James F. · 2024-12-18 10:32:18.411289+00

Hi there! I'm trying to overcome the following challenge, any help would be much appreciated: 1. We are trying to enrich mobile numbers on contacts pulled from Hubspot. 2. We want to only enrich when the new number (enriched number) does not equal the one we already have. Is this possible? I tried this formula but it did not work.

Enriching HubSpot Contacts: Validating Mobile Number Updates | Clay

5 comments

· Sorted by Oldest

Channeled
APP
·
·
You can use conditional formulas to control when the mobile number enrichment runs. Here's how to set it up: 1. First, set up the Clay Enrichments "Find Mobile Number" action in your workflow. 2. In the conditional run settings, you can create a formula that compares the existing Hubspot mobile number with the potential new enriched number. The enrichment will only run when this condition is true.This approach helps you save time and money by only running enrichment when necessary, ensuring you're not duplicating existing data. Sources: Nimbler integration overview | Clay University Clay enrichments integration overview | Clay University Flexibly run any workflows based on conditional logic | Clay
James F.
·
·
Can you help me with the syntax of this formula?
Channeled
APP
·
·
You can use our AI-powered formula generator to create the conditional formula. Here's how: 1. In your enrichment panel, scroll down to "Run Settings" 2. Click the "Use AI" button 3. In the prompt box, type something like "Only run if the mobile number is different from the Hubspot mobile number" (use "/" to reference specific columns) 4. Click "Generate Formula" and we'll automatically create the appropriate syntax for you.This approach helps you save credits by only enriching mobile numbers when necessary, making your workflow more efficient. Sources: Conditional Formulas Flexibly run any workflows based on conditional logic | Clay
Channeled
APP
·
·
Hi James F.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

Channeled
APP
·
·
You can use conditional formulas to control when the mobile number enrichment runs. Here's how to set it up: 1. First, set up the Clay Enrichments "Find Mobile Number" action in your workflow. 2. In the conditional run settings, you can create a formula that compares the existing Hubspot mobile number with the potential new enriched number. The enrichment will only run when this condition is true.This approach helps you save time and money by only running enrichment when necessary, ensuring you're not duplicating existing data. Sources: Nimbler integration overview | Clay University Clay enrichments integration overview | Clay University Flexibly run any workflows based on conditional logic | Clay
James F.
·
·
Can you help me with the syntax of this formula?
Channeled
APP
·
·
You can use our AI-powered formula generator to create the conditional formula. Here's how: 1. In your enrichment panel, scroll down to "Run Settings" 2. Click the "Use AI" button 3. In the prompt box, type something like "Only run if the mobile number is different from the Hubspot mobile number" (use "/" to reference specific columns) 4. Click "Generate Formula" and we'll automatically create the appropriate syntax for you.This approach helps you save credits by only enriching mobile numbers when necessary, making your workflow more efficient. Sources: Conditional Formulas Flexibly run any workflows based on conditional logic | Clay
Channeled
APP
·
·
Hi James F.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.