Hubspot questions I’ve imported 3 tables: deal, company and contacts What I’m trying to do is find the contacts associated with a deal (which exists on Hubspot) but somehow cannot see on Clay. Company table has the Deal Name Deal table doesn’t have the Contact name Neither Company nor Deal have Contact(s) associated with them It’s not in any of the general JSON and I can’t extrapolate from first/last name/email from one table to another because the data is missing. Is this a common issue? Is there a workaround or something else I should be doing?
This is a common issue with HubSpot's object relationships. When you import separate tables, the associations between deals, companies, and contacts aren't automatically pulled in.
What specific relationship are you trying to establish - do you want to connect existing deals to their associated contacts, or are you looking to find which contacts belong to specific deals?
Trying the create association and it’s not imported the Object ID so can’t do anything with this sadly
You need the Object ID to create associations. Try using the "Retrieve associated objects" action instead - this pulls existing associations from HubSpot using the Object ID from your deal or company table. [1]
If your imported tables don't have Object IDs, you'll need to re-import with "Include read-only properties" enabled, which should bring in the HubSpot Object IDs. [2]
Which table has the Object ID column - your deals or companies table?
If you still need help resolving the issue with associating contacts to deals, I’m here to assist. Would you like to provide more details about your current import settings or the tables you have?
I found the object IDs in the JSON for all 3 (deal, company, contact)
But now I need to triangulate them and I don’t see how
So I have 3 tables
Perfect! Now you can use the "write to table" feature to triangulate the relationships. [1]
Set up a "write to table" enrichment from one table to another using the Object IDs as your matching criteria. [2] For example, if your deal table has company Object IDs, you can write those deals to your company table to establish the connection.
Which Object IDs do you see in each table - are there company IDs in your deal table or deal IDs in your contact table?
Company table with company object ID Deal table with deal object ID Contact table with contact object ID
You'll need to use HubSpot's "Retrieve and Create Association" feature to pull the actual relationship data between these objects. [1]
Since each table only has its own Object ID, you need to retrieve the associated Object IDs from HubSpot. Use the HubSpot "Lookup object" action on one table to pull the associated Object IDs from the other objects. [2]
For example, run a HubSpot lookup on your deal table to retrieve associated company and contact Object IDs, then use "write to table" to map those relationships across your tables. [3]
Which relationship do you want to establish first - deals to contacts or deals to companies?
If you still need assistance with establishing the relationships between your HubSpot tables, I’m here to help. Would you like to share more about which specific associations you’re trying to create or any challenges you’re facing?
Yes I need assistance because when I do a lookup I cannot do it from another table
You need to run the HubSpot lookup from within the table that contains the Object ID you want to use for the lookup. [1]
For example, if you want to find contacts associated with deals, go to your deal table and add a HubSpot "Lookup object" enrichment there using the deal Object ID column. This will pull the associated contact Object IDs into your deal table.
Once you have those associated Object IDs, you can use "write to table" to map that data to your other tables. [2]
Which table are you trying to run the lookup from, and what associations are you trying to retrieve?
If you still need help with running the lookup or mapping associations between your HubSpot tables, I’m here to assist. Would you like to provide more details about the specific table and associations you’re working with?
