Create HubSpot Tasks from Clay Triggers for Follow-Up Actions | Clay

Create HubSpot Tasks from Clay Triggers for Follow-Up Actions

Hi! Is there a way to create a task in Hubspot through a trigger in Clay? I've created a table for people from target companies that are giving website intent and linked that to the company owner. I'd like them to get a task to follow up. Thank you!

5 comments

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While we don't have a direct way to create tasks in HubSpot through Clay, we can help you set up a workflow that achieves a similar result. Here's how you can approach this: 1. Use Clay's "Create object" action for HubSpot to create a new company or contact in HubSpot based on your website intent data. 2. When creating this object, include a custom property that indicates the need for follow-up. This could be a boolean field like "Needs_Follow_Up" or a text field with more specific instructions. 3. In HubSpot, set up a workflow that creates a task when this custom property is updated. This way, when Clay creates or updates an object in HubSpot, it can trigger the task creation within HubSpot's system. To set this up in Clay, you'll need to use our "write to table" feature to create a table with your target companies and their website intent data. Then, use the HubSpot integration to create or update objects based on this data. What specific data are you collecting about website intent, and how are you currently storing it in Clay?
Sources: HubSpot x Clay integration | Clay.com Hubspot integration overview | Documentation | Clay University Hubspot integration overview | Documentation | Clay University
Heather M.
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Can you route Contacts from a Clay table to a list in Hubspot?
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While we don't have a direct "route to list" feature, you can achieve this by using our HubSpot integration to create or update contacts in HubSpot from your Clay table. Here's how: 1. Use the "Create object" or "Update object" action in Clay for HubSpot. 2. Select "Contact" as the object type. 3. Map the relevant fields from your Clay table to HubSpot contact properties. 4. Include a custom property in HubSpot that corresponds to the list you want to add the contact to. 5. Use our "write to table" feature to trigger this action for each row in your Clay table. Once the contacts are in HubSpot, you can use HubSpot's list management features to organize them based on the custom property you've set. Need more specific guidance on setting this up?
Sources: Create or Update Contact with HubSpot Hubspot integration overview | Documentation | Clay University Hubspot integration overview | Documentation | Clay University
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Channeled
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Thank you so much for sharing your feedback Heather M.!