Automating HubSpot Flow: Company and Contact Table Integration | Clay

Automating HubSpot Flow: Company and Contact Table Integration

Hi team, Need guidance on how to build this flow: I have a company table that imports companies from Hubspot on daily basis and then I created another contact table that finds out suitable contacts from the company table and then create or update contacts into Hubspot, I just need to automate the entire flow without any manual intervention.

3 comments

Clay
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You can automate this entire flow using our HubSpot integrations: Step 1: Import Companies ** Use "Pull in a List of Companies with HubSpot" to automatically import companies from your HubSpot lists ** Set up daily imports by configuring the import to pull from specific HubSpot company lists Step 2: Find Contacts ** Use "Pull in a List of Contacts with HubSpot" to find suitable contacts from the imported companies ** Apply filters and enrichment to identify the right contacts Step 3: Create/Update Contacts ** Use "Create or Update Contact with HubSpot" to automatically sync contacts back ** Set up conditional runs to only create new contacts or update existing ones Automation: The system creates a closed-loop process that feeds refreshed data back into your CRM using contact IDs, updating key fields without manual intervention. This ensures your CRM stays current with the latest information automatically.
Sources: Import from CRM [Clay 101] - Clay University Create or Update Contact with HubSpot Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Enrich newsletter subscribers and update contacts in HubSpot | Clay Push Data To Your CRM [Clay 101] - Clay University Push Data To Your CRM [Clay 101] - Clay University Pull in a List of Companies with HubSpot Pull in a List of Contacts with HubSpot
Sagar M.
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In the step 2, I need to find out the contacts from the clay and not pull from Hubspot contacts.
LuisArturo
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Hey there Sagar thanks for reaching out, sorry for the delay here, do you mind sending the link (url) to the table so we can take a look?
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