Understanding Your Lead Check Results in HubSpot
i ran a check in clay to see if my new leads already exist in my hubspot. how do i understand these results?
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i ran a check in clay to see if my new leads already exist in my hubspot. how do i understand these results?
When you run a HubSpot lookup in Clay, the results show whether your leads already exist in your CRM. After running the "Lookup Contact" action with email as the identifier, you'll see: 1. For existing contacts: The lookup returns their HubSpot contact ID and other available information 2. For new leads: The lookup returns blank/empty fields This helps you identify which leads are net new versus already in your database, allowing you to set up conditional actions to only add the new contacts to your CRM.
You can click on properties and map any field like company domain for cross check the records
When running a HubSpot lookup in Clay, you can use company domain as a key identifier to cross-check records. For the "Lookup Company with HubSpot" action, you can input either Company Domain or Company ID as parameters. To better understand your results: 1. Select the HubSpot lookup action 2. Choose company domain as your lookup parameter 3. Review the returned fields to see if the company exists in your HubSpot CRM Note that while company domain works well for company lookups, HubSpot's Contact API doesn't support looking up contacts by domain. For more detailed analysis, you can customize which properties are included in your results by toggling "Remove blank values" in the lookup settings.
thank you. still i have the problem that somehow clay does not find records in hubspot that do exist because the URL im using as an identifier sometimes looks different. However the host ID is the same in each URL. Is there a way to adapt the lookup so it does not only look for exact URL matches but instead only checks if the number string aka the host id within the URL is the same?
Currently, Clay's HubSpot lookup actions don't support partial URL matching or extracting host IDs from URLs. For company lookups, you can only use the exact Company Domain or Company ID as parameters. For a workaround, you could: 1. Create a formula column that extracts just the host ID from your URLs 2. Use this extracted ID as your lookup parameter (if it matches HubSpot's Company ID format) The "Lookup object with HubSpot" action might offer more flexibility for your specific use case.
okay can I then clean the Host ID data in our HubSpot using Clay? Meaning I would need to access all hubspot leads via Clay, filter for all that have to host ID and check whether they have an Airbnb link from which I can extract the host ID using a formula. How would I go about that in detail?
To clean HubSpot host ID data using Clay: 1. Import your HubSpot leads into Clay using the "Import objects with HubSpot" action 2. Create a formula column to extract host IDs from Airbnb URLs - you can use string manipulation functions to isolate the ID portion from the links 3. Filter your table to show only rows with Airbnb links 4. Use the "write to table" feature to update the extracted host IDs back to your HubSpot contacts This creates a cleaner dataset with standardized host IDs across your HubSpot records.
Sources: How Regency Supply used Clay to find niche prospects & automate research and scoring - The GTM with Clay Blog How Vanta uses Clay to streamline RevOps and scale signal-based prospecting - The GTM with Clay Blog Find People [Clay 101] - Clay University Get transcript of any YouTube video in seconds | Clay
how exactly do i do the first step?
To import your HubSpot leads into Clay: 1. Click the "Actions" dropdown in the top right of your table 2. Select "Import" 3. Click "Import objects with HubSpot" 4. Authenticate with your HubSpot account 5. Search for and select your desired list 6. Optional: Configure data preferences (include read-only properties, exclude empty properties) 7. Click Submit to begin the import Once imported, your HubSpot data will appear in a single column. You can extract specific fields by clicking into a record and selecting the data points you need.
how can i choose which hubspot properties will be included in the clay table?
When importing HubSpot leads into Clay, you can select specific properties in two ways: 1. During import: • Use the "Include read-only properties" and "Exclude empty properties" options to control which data fields appear initially 2. After import: • Your HubSpot data appears in a single column with all associated values • Click into a record and select specific data fields you need (like email, company name) • Extract these fields to separate columns for better organization This lets you tailor your import from HubSpot's 370+ available properties to include only the information you need.
how do i now create a formula to extract the host id from the airbnb links?
To extract host IDs from Airbnb links in Clay:
1. Create a formula column in your table
2. Use the "Extract Values from Data" function
3. Set your Airbnb URL column as the input
4. Choose "Regular Expression" as the extraction type
5. Use a regex pattern like \/users\/(\d+) to capture the numeric host ID
6. The formula will return the extracted host IDs in a new column
You can then use this extracted data with the "write to table" feature to update your HubSpot records.