Automating Data Sync Between Inbound Leads and HubSpot

Usama V. · 2024-09-10T13:01:33.57091+00:00

Hi, For inbound leads, is there an option to pull data from Hubspot and keep pushing enriched data to Hubspot automatically? Pulling the data should happen consistently. Pushing the data should happen consistently.

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Tanvi R.

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Hi Usama, thanks for reaching out. Automating CRM workflows is a core use case of Clay. However, note you will need to upgrade to a pro plan to use our CRM integrations. Here's how you can build this workflow 1. Create a new table with a Hubspot table source - Import Deals, Import Contacts, or Import Companies from any Hubspot list. These imports will refresh every 24 hours for any new leads added to your list in Hubspot. 2. Conduct all the enrichments your heart desires 3. Export the enriched leads back to Hubspot with the Create or Update Contact/Companyenrichment Let me know if you have any other questions! 😊

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