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Can you automatically sequence to Hubspot?

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Can you automatically sequence to Hubspot in Clay?

  • Avatar of Channeled
    Channeled
    APP
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    Yes, we can help you sequence data to HubSpot, but it's not an automatic process. Here's how you can do it: 1. Pull your contacts from HubSpot into Clay. 2. Update and enrich the data in Clay as needed. 3. Push the updated information back to HubSpot. 4. Set up your email sequencing tool (like Instantly). 5. Connect Clay to your sequencer using an API key. 6. Use Clay to push the prepared data to your email sequencing tool. This process allows you to prepare and enhance your data in Clay before sequencing it through HubSpot or another tool of your choice. If you need more detailed guidance on this process, please let me know, and I'd be happy to provide further information.

  • Avatar of Heather M.
    Heather M.
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    Hubspot is our sequencer. How do I push from Clay to a Hubspot sequence?

  • Avatar of LuisArturo
    LuisArturo
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    Hey there Heather thanks for reaching out, do you mind sending the link (url) to the table so we can take a look?

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    We do have integration options that can create or update objects inside of HubSpot. You can see these integrations in the screenshot below. Was there a particular action that you are trying to accomplish here, I know that you wanted to push data into HubSpot. This would be either Create or Update integrations here.

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  • Avatar of Heather M.
    Heather M.
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    Hi! Yes I wanted to be able to put leads from clay directly into a sequence in Hubspot. Is that possible?

  • Avatar of Bo (.
    Bo (.
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    Hi there! To put leads from Clay directly into a HubSpot sequence, you'll need to use HubSpot's Workflow Enrollment feature. This automatically adds contacts to sequences when they meet specific conditions. You can set up conditions based on various triggers such as: ** When someone gets assigned to a sales rep ** When someone enters a sales cycle * When someone receives a specific tag (like a "Clay" tag) Once these conditions are met, contacts will automatically be enrolled in your chosen sequence based on the workflow rules you've established. Let me know if you have more questions

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    Channeled
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  • Avatar of Channeled
    Channeled
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    Thank you so much for sharing your feedback ​Heather M.​!